Global Macro Update Podcast
1) Why Your Landlord Is Getting RICH (And You're Not)
MBS Highway founder Barry Habib says mortgage rates could drop below 6%, warns about supply-demand imbalances, and unpacks emerging threats from AI job displacement that could impact homeownership and...Show More
2) Large-Cap Growth Gives Way to Small-Cap Value
Large-cap growth has been on fire for 15 years, but that streak may finally be coming to a close. As Big Tech’s summer rally fizzles out, small-cap value stocks are showing signs of life. In this int...Show More
3) Could Another Tariff Meltdown Lie Ahead?
“Anytime Trump says something, it is harmful to my positions.” For commodities trader Jared Dillian, the spring tariff meltdown broke the market for good. And we may be due for a second tariff-driven ...Show More
4) A Regime Change for Global Trade
The simultaneous sell-off of stocks, bonds, and US dollar is a big deal. Brent Donnelly from Spectra Markets explains how broken trust has left permanent scars on US trade policy: “Once an action has ...Show More
5) Will the trade war become a currency crisis?
All trade wars have a currency effect, but what happens when nations drive down their currencies to counter US tariffs? John Mauldin explains why he doesn’t believe China is using US treasuries as a w...Show More
6) Too Late for Portfolio Insurance?
There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, at least one investor (our old friend Jared) was making money after spending...Show More
7) Private Equity: Too Big to Fail?
Private equity is buying up America—everything from nursing homes to the local plumbing business. Some are calling it a bubble, with the value of global private equity deals reaching $2 trillion in 20...Show More
8) Ukraine’s Playbook for Defeating Russia
Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner. There is a risk this will happen with Ukraine, though President Trump is eager to force a settl...Show More
9) Inflation Is Over
Inflation is dropping quickly, but you wouldn’t know it from the headlines. Danielle DiMartino Booth explains why, highlighting layoffs and other underreported recession signals. As she’s said before,...Show More
10) More Geopolitical Chess with George Friedman
George is back! Over half a million people caught my last interview with George shortly after the US and Russia began settlement discussions about Ukraine. Today he responds to the animated comments t...Show More