Global Macro Update

What to do, at a time when bonds, cryptocurrencies, and many other investments look less safe than ever before? Everyone should have some allocation to gold, says Milton Berg, CEO, CFO, and chief investment strategist at MB Advisors. Even if you don't see explosive upside, it will preserve its value over the long term. Show host Ed D'Agostino and his guest discuss whether the bear market in stocks...

How much of investing is luck, and how do you make your own luck? What are the secrets of success for the top investors of our time? What will the future look like for cryptocurrencies, the financial sector, and US retirees? Show host Ed D'Agostino and The Carlyle Group co-founder and co-chairman David Rubenstein discuss all these questions and more in this episode of Global Macro Update . Highly...

The FTX scandal—"crypto's Enron," as this week's guest, Keith Fitz-Gerald, calls it—has been fanning investors' fears of investments blowing up in their faces. Which stocks can you still trust, and which ones should you avoid? One thing's for sure, says the well-known analyst, market educator, and co-founder of Keith Fitz-Gerald Research, sitting on the sidelines would be a costly mistake. Show ho...

Any one of the problems we face—energy prices, housing, inflation—by itself wouldn't break our back, says John Mauldin, co-founder of Mauldin Economics and one of the most brilliant minds in macroeconomics. But all of them coming together could create a serious crisis. Show host Ed D'Agostino and John discuss what the looming global debt crisis could mean for your portfolio... the disconnect betwe...

Relying on the mixed messages from the Federal Reserve isn't helping investors—it seems like it's just as confused as everyone else. CPI, the main measurement the Fed looks at, is lagging the market, says contrarian investor and sentiment analyst Jared Dillian. In fact, despite what the Fed says, a new bull market may be just around the corner. Show host Ed D'Agostino and Jared discuss how to reco...

Why is inflation so sticky, how long is it going to last, and where should we invest? Show host Ed D'Agostino talks with Vincent Deluard, director of global macro at StoneX, about the trifecta of trends that caused the current inflationary environment... why an economic slowdown won't cure inflation... what to expect for 2023... and the three crisis-proof sectors every investor should own today. F...

It started in the UK, but it's only a matter of time before it spreads to the US and beyond: a pension fund crisis of gigantic proportions. Ben Hunt from Epsilon Theory and show host Ed D'Agostino discuss how, due to the Fed's reluctance to raise interest rates after the 2008 Financial Crisis, pension fund managers—lured by Wall Street's promises of outsized returns—took a gamble and lost. Now the...

It's a seller's market now, but housing is about to reverse course, says real estate and mortgage expert Barry Habib, CEO of MBS Highway. Barry and show host Ed D'Agostino discuss why mortgage rates are about to drop, creating great buying opportunities... why the Fed won't purchase any more mortgage-backed securities... how a specific type of real estate investment can give you a 320%+ return in...

Before you invest in a stock, check how happy the employees, customers, and suppliers of that company are, says Jon Clifton, CEO of polling company Gallup and author of the WSJ best-seller, Blind Spot: The Global Rise of Unhappiness and How Leaders Missed It. He and show host Ed D'Agostino discuss why global unhappiness is on the rise... which two emotional factors increase your risk of death by u...