Podcasts

SOCIAL MEDIA SHORT UPDATE

Published: March 3, 2021, 4:18 a.m.
Duration: 13 minutes 35 seconds

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SOCIAL MEDIA IS A SOLID SHORT

Published: Jan. 13, 2021, 3:29 a.m.
Duration: 11 minutes 1 second

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The Greatest Global Risk

Published: Jan. 12, 2021, 5:09 a.m.
Duration: 6 minutes 51 seconds

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Worse than Watergate: The US is a Long-Term Buy

Published: Jan. 11, 2021, 6:57 a.m.
Duration: 13 minutes 51 seconds

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Blue Wave is Complete With Historic Diversity

Published: Jan. 7, 2021, 4:37 a.m.
Duration: 17 minutes 50 seconds

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Vaccinated US Equity Market Will Hold

Published: Dec. 18, 2020, 3:31 a.m.
Duration: 5 minutes 33 seconds

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Democrats Set to Win Both Senate Seats in Georgia

Published: Dec. 17, 2020, 4:47 a.m.
Duration: 7 minutes 44 seconds

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How Biden’s Plan to Decarbonize America Will Impact the Dollar MacroESG Summary

Published: Dec. 16, 2020, 4:38 a.m.
Duration: 9 minutes 49 seconds

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Sustainability Arbitrage LLC and 2021 Surprise Forecast

Published: Dec. 15, 2020, 5:48 a.m.
Duration: 13 minutes 54 seconds

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MacroESG Investment & Trading Philosophy

Published: Dec. 10, 2020, 1:25 a.m.
Duration: 8 minutes 37 seconds

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Pope Francis Supports the Council for Inclusive Capitalism – Has the Fix for Capitalism Arrived?

Published: Dec. 9, 2020, 1:28 a.m.
Duration: 6 minutes 6 seconds

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“Macro ESG is calling the election definitively for Biden” 14 June 2020

Published: Nov. 8, 2020, 11:50 p.m.
Duration: 8 minutes 6 seconds

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Ant IPO Delay Signals the End of China’s Rapid Growth

Published: Nov. 6, 2020, 1:31 a.m.
Duration: 5 minutes 34 seconds

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Biden Win + Blue Wave Still Possible

Published: Nov. 5, 2020, 5:06 a.m.
Duration: 3 minutes 56 seconds

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Stronger Dollar Indicates Biden Win but Ray Dalio is Right that RMB to Become Reserve Currency

Published: Nov. 2, 2020, 11:55 p.m.
Duration: 6 minutes 57 seconds

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The Revolution is Here

Published: Nov. 2, 2020, 2:49 a.m.
Duration: 5 minutes 28 seconds

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The Break Up of the Tech Platforms is Here

Published: Oct. 30, 2020, 2:59 a.m.
Duration: 11 minutes 38 seconds

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Macro ESG Called for Lower Equities on Stimulus Failure, This Strengthens Biden’s Blue Wave

Published: Oct. 29, 2020, 2:21 a.m.
Duration: 10 minutes 47 seconds

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Red Alert 2 = Republicans to Lose Senate

Published: Oct. 16, 2020, 2:36 a.m.
Duration: 6 minutes 41 seconds

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Coronavirus Red Alert

Published: Oct. 14, 2020, 9:04 p.m.
Duration: 10 minutes

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A Greater China Currency Trading Bloc is Emerging in Asia

Published: Oct. 14, 2020, 2:16 a.m.
Duration: 7 minutes 45 seconds

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Goldman’s US Dollar View is Wrong on Biden Win and Vaccine

Published: Oct. 12, 2020, 7:56 p.m.
Duration: 10 minutes 40 seconds

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Pandemic Rise in Trump Strongholds Will Push Stimulus Bill Through and Stocks Higher

Published: Oct. 12, 2020, 3:10 a.m.
Duration: 13 minutes 56 seconds

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Trump Blow Out Loss Likely as More Blocks Oppose Him

Published: Oct. 9, 2020, 3:54 a.m.
Duration: 10 minutes 20 seconds

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Biden Wins It with Florida, North Carolina, and Arizona

Published: Oct. 7, 2020, 2:21 a.m.
Duration: 7 minutes 37 seconds

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IMF Just Launched the Global Green Infrastructure Boom

Published: Oct. 6, 2020, 12:53 a.m.
Duration: 7 minutes 37 seconds

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What Happens if Trump Gets Really Sick

Published: Oct. 5, 2020, 12:25 a.m.
Duration: 7 minutes 18 seconds

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Trump Will Lose

Published: Oct. 2, 2020, 3:48 a.m.
Duration: 8 minutes 53 seconds

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Macro ESG - New Developments

Published: Oct. 1, 2020, 3:27 a.m.
Duration: 9 minutes 28 seconds

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#1 of 6: Dollar Hinges on Election Post Stimulus Self Destruction

Published: Aug. 27, 2020, 1:18 a.m.
Duration: 11 minutes 58 seconds

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#2of6 China Builds Investment Alliances with Oil Suppliers via Rising RMB + Equities as US Squabbles

Published: Aug. 27, 2020, 1:04 a.m.
Duration: 9 minutes 24 seconds

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#3 of 6: China Will Slow Down Climate Change Mitigation

Published: Aug. 27, 2020, 12:37 a.m.
Duration: 3 minutes 7 seconds

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#4 of 6: A Study of USD Foreign Reserve Currency Holdings and What It Means?

Published: Aug. 27, 2020, 12:32 a.m.
Duration: 4 minutes 36 seconds

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#5 of 6: Emerging Market Currencies Are Now Going to Lead the Dollar?

Published: Aug. 27, 2020, 12:25 a.m.
Duration: 5 minutes 27 seconds

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#6 of 6: China’s Orwellian Capitalism Versus Socially Free Capitalism

Published: Aug. 27, 2020, 12:17 a.m.
Duration: 6 minutes 12 seconds

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The Hammer Falls on China: Big Picture Strategy Analysis

Published: Aug. 24, 2020, 10:21 a.m.
Duration: 28 minutes 38 seconds

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Update to June 14th “Global Investing Post Trump”

Published: Aug. 17, 2020, 11:53 p.m.
Duration: 4 minutes 23 seconds

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Buy the Belarus Bust? Depends on Global Power Dynamics

Published: Aug. 17, 2020, 3:45 a.m.
Duration: 11 minutes 28 seconds

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Lebanon Finally a Buy? And the meaning of ESG

Published: Aug. 13, 2020, 12:32 a.m.
Duration: 5 minutes 27 seconds

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Trading Ideas

Published: Aug. 12, 2020, 3:42 a.m.
Duration: 7 minutes 48 seconds

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China Will Retaliate

Published: Aug. 10, 2020, 4:10 a.m.
Duration: 10 minutes 1 second

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The New China-US Détente Based on Reciprocity and US Mega Tech

Published: Aug. 7, 2020, 5:57 a.m.
Duration: 8 minutes 49 seconds

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Is U.S. Mega Tech the Détente Bridge to Chinese Tech?

Published: Aug. 6, 2020, 5:14 a.m.
Duration: 7 minutes 30 seconds

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Trump Leads the US to a New Low in Global Norms

Published: Aug. 5, 2020, 3:11 a.m.
Duration: 6 minutes 32 seconds

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Reciprocity is the Future of China–US Technology Relations

Published: Aug. 4, 2020, 3:48 a.m.
Duration: 5 minutes 53 seconds

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Macro ESG Daily: Will the Presidential Election be Decided by Weather?

Published: Aug. 3, 2020, 3:59 a.m.
Duration: 6 minutes 5 seconds

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Macro ESG Daily: US & EM’s are Getting Stuck in a Negative Feedback Loop

Published: July 28, 2020, 11:23 p.m.
Duration: 5 minutes 23 seconds

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Macro ESG Daily: What is the Meaning of the Gold Rally?

Published: July 28, 2020, 2:31 a.m.
Duration: 4 minutes 49 seconds

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Macro ESG Daily: Oil Flat, ESG Roars Ahead

Published: July 27, 2020, 3:38 a.m.
Duration: 9 minutes 37 seconds

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Macro ESG Daily: We Are At an Inflection Point

Published: July 24, 2020, 5:22 a.m.
Duration: 6 minutes 35 seconds

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Macro ESG Daily: UK equities, USD, Shanghai, TikTok, Brexit

Published: July 23, 2020, 3:40 a.m.
Duration: 7 minutes 14 seconds

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Macro ESG Daily: Silver, USD, Chinese and US Equities, Social Media, Russia

Published: July 22, 2020, 4:36 a.m.
Duration: 10 minutes 22 seconds

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Stock Markets Still on Track to Break Down Before the US Election

Published: July 21, 2020, 4:15 a.m.
Duration: 7 minutes 56 seconds

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US & EU Public Debt Can Fund the Pandemic & Green New Deal

Published: July 20, 2020, 3:49 a.m.
Duration: 5 minutes 50 seconds

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US & China Inequality Growth is the Same 1980-2018

Published: July 17, 2020, 3:23 a.m.
Duration: 4 minutes 49 seconds

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US Dollar Foreshadows Equity Risk?

Published: July 16, 2020, 3:27 a.m.
Duration: 3 minutes 22 seconds

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The New Emerging Markets Boom in Asia ex-China and Russia

Published: July 15, 2020, 3:51 a.m.
Duration: 7 minutes 15 seconds

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The Looming ESG Bust

Published: July 14, 2020, 12:55 a.m.
Duration: 4 minutes 51 seconds

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China is Not an Emerging Market and Fails the S and G of Macro ESG

Published: July 13, 2020, 12:57 a.m.
Duration: 8 minutes 32 seconds

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The Macro ESG of a Major Cold War with China

Published: July 9, 2020, 11:30 p.m.
Duration: 6 minutes 34 seconds

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The Back to School Bust

Published: July 9, 2020, 12:27 a.m.
Duration: 2 minutes 42 seconds

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How Covid is the Inflation of Globalization

Published: July 7, 2020, 11:55 p.m.
Duration: 9 minutes 36 seconds

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Pavolvian Economics and Zombie Markets: The Long-Term Forecast of Quantitative Easing

Published: July 7, 2020, 12:27 a.m.
Duration: 7 minutes 26 seconds

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Review of Macro ESG Forecasts

Published: July 5, 2020, 11:13 p.m.
Duration: 12 minutes 44 seconds

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EU + US Tighten Up While the US Senate Deals With Spyware (finally)

Published: June 16, 2020, 3:03 a.m.
Duration: 5 minutes 15 seconds

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Global Investing Post-Trump

Published: June 15, 2020, 4:54 a.m.
Duration: 5 minutes 49 seconds

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Emerging Market FX Whipsaw Trap & USD Equity Bust Risk

Published: June 12, 2020, 2:40 a.m.
Duration: 4 minutes 48 seconds

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Is George Floyd’s Death Killing the Dollar?

Published: June 11, 2020, 4:41 a.m.
Duration: 5 minutes 17 seconds

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How Bad Public Data Isn't Just Anti-Sustainability – It’s Also Anti-Growth

Published: June 10, 2020, 3:06 a.m.
Duration: 8 minutes 13 seconds

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Covid Caution Note

Published: June 9, 2020, 4:57 a.m.
Duration: 4 minutes 14 seconds

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How China and the EU Come Out on Top in the US versus Russia and Saudi Arabia Crude Oil Battle

Published: June 8, 2020, 4:43 a.m.
Duration: 12 minutes 7 seconds

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Self-Sufficient Micro Agriculture Boom - part 2

Published: June 5, 2020, 4:39 a.m.
Duration: 5 minutes

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Self-Sufficient Micro Agriculture Boom

Published: June 4, 2020, 4:05 a.m.
Duration: 3 minutes 21 seconds

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As Brazil Burns… Will Lula Come Back?

Published: June 3, 2020, 3:57 a.m.
Duration: 9 minutes 7 seconds

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Clearly, Chinese Shares Will be Delisted in the US – Alibaba?

Published: June 2, 2020, 4:01 a.m.
Duration: 5 minutes 46 seconds

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Short Hong Kong Real Estate? Short Hong Kong?

Published: June 1, 2020, 4:42 a.m.
Duration: 5 minutes 51 seconds

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Stock Market Vaccine Bubble

Published: May 29, 2020, 12:38 a.m.
Duration: 3 minutes 45 seconds

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Global Trade Fail, Manmade Pandemic Risk, Hyper Neoliberalism, Oil, Warren Fundraising

Published: May 27, 2020, 2:26 a.m.
Duration: 5 minutes 48 seconds

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The Powerful Elizabeth Warren Will Be Biden’s Vice President Choice

Published: May 26, 2020, 5:53 a.m.
Duration: 16 minutes 9 seconds

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Macro ESG Beta Review, Amazon, Stimulus Bill, and Model Portfolio Updates

Published: May 25, 2020, 1:02 a.m.
Duration: 5 minutes 36 seconds

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Coronavirus “Suppression From the Top” US Equity Outlook

Published: May 15, 2020, 7:33 a.m.
Duration: 6 minutes 38 seconds

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How Mike Pompeo Sparked the Oil Collapse and Changed Russian and Saudi Politics

Published: May 14, 2020, 2:20 a.m.
Duration: 10 minutes 24 seconds

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Time to short Amazon - Model Portfolio Update

Published: May 13, 2020, 5:15 a.m.
Duration: 15 minutes 6 seconds

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Unifying Systemic and Exogenous Risk Analysis

Published: May 11, 2020, 11:33 p.m.
Duration: 4 minutes 9 seconds

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The Macro ESG Model Portfolio

Published: May 10, 2020, 10:56 p.m.
Duration: 4 minutes 7 seconds

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Macro ESG: Markets, Politics, and Technology for a Sustainable Future www.macroESG.com #macroESG

Published: May 8, 2020, 12:54 a.m.
Duration: 51 seconds

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What is Macro ESG?

Published: May 8, 2020, 12:47 a.m.
Duration: 7 minutes 16 seconds

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