Global Macro Update
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AI is amplifying online national security threats. Intelligence expert Karim Hijazi discusses the “new Cold War” and how cyberspace became the primary medium for spycraft and warfare among advanced nations.
Published 05/17/24
QI Research founder Danielle DiMartino Booth unpacks recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation. You’ll also hear about AI’s impact on jobs, “condo-mageddon,” and what all this means for the markets.
Published 05/10/24
Gold keeps reaching new highs with demand coming from central banks, particularly China’s. Renowned macro portfolio manager Nick Glinsman discusses his preferred method for holding gold, the bifurcation of global commodity markets, and one of his top oil plays.
Published 04/19/24