My Economic Philosophy: Free Video
Several months ago, I conducted an experiment using the Deep Research function in Gemini, Google’s AI model. I gave it just…
What If Anthropic’s IPO Fails?
Could the failure of one IPO trigger a stock market crash and a severe recession? Anthropic, one of the world’s…
Three important developments emerged Friday that could significantly influence the US economy and financial markets in 2027.
First, US bank credit growth accelerated sharply in October. The Federal Reserve's latest H.8 report shows that total bank credit expanded at a 7.3% annualized rate, while commercial and industrial loans grew at a 13.7% rate. Credit creation remains an important source of economic support despite higher interest rates.
Second, US producer-price inflation reached 6.5% year over year, its highest rate in nearly four years. Treasury yields rose further, with the ten-year yield ending the week around 5.14%. Higher financing costs are becoming an increasingly important challenge for heavily indebted businesses.
America’s $10 Trillion AI Bet
America is embarking on what could become the largest investment boom in history. And the stakes could hardly be higher.…
Interview: From Creditism to Cognitism — The Next Economic Revolution
I recently joined Lane Kawaoka on The Wealth Elevator Podcast to discuss how our economic system has evolved since the…
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Interview: The New Economic Era
I recently joined Keith Weinhold on the Get Rich Education podcast to discuss some of the biggest forces reshaping the global economy today. We talked about the
Japan’s Monetary Reversal Could Wipe Out Trillions
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Free Video: The Defense Industry Is Being Reinvented
I have just published a new seven-minute video, The Defense Industry Is Being Reinvented. It is free for everyone to watch, and I highly recommend it.
FREE VIDEO: Deficits, Bubbles, China, Defense, And AI — A Framework for Understanding the World Today
This Macro Watch video is free for everyone to watch. You do not need to be a Macro Watch subscriber. Over the last several months,
The AI Arms Race Has Begun
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