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. A recent study published by the Brookings Institution estimates that
Interview: From Creditism to Cognitism — Th…
I recently joined Lane Kawaoka on The Wealth Elevator Podcast to discuss how our economic system has evolved since the US abandoned the gold standard in 1971 — and how
The Road to 7% Yields and a Stock Market Cras…
The yield on the 10-year US government bond surged above 5.2% last week, reaching its highest level since 2007. That move has major implications for stocks, property, borrowing costs and
The Fed Had To Raise Rates To Stop Rates From…
The Federal Reserve raised interest rates this week. At first glance, the reason seems obvious: inflation is too high. But I believe something much more interesting—and potentially much more important—is
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 new defense spending boom, the
Japan’s Monetary Reversal Could Wipe Out Tr…
For more than 25 years, the Bank of Japan conducted the most radical monetary experiment the world had ever seen. Now, the BOJ is reversing that experiment—and Japanese government bond
Japan Could Shake Global Markets Again
Is the Yen Carry Trade About to Unwind? During the first days of August 2024, the yen appreciated by approximately 13%. That helped trigger an abrupt unwind of the yen
Free Video: The Defense Industry Is Being Rei…
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. Click here to watch this
FREE VIDEO: Deficits, Bubbles, China, Defense…
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, Macro Watch has examined a
The AI Arms Race Has Begun
Artificial intelligence is rapidly becoming the most important military technology of our age. The country that masters AI first will dominate the rest of this century economically, militarily, and strategically.
