The Real Global Macro

Apr 6

Recorded April 4, 2023

Description

In this Frankly, Nate shares his early Wall Street experience of ‘squawkboxes’ summarizing the daily financial Global Macro events and compares it to present day, where we find ourselves faced with the real Global Macro news - the systemic nexus of economic, environmental, and geopolitical risks and realities. From sea surface temperatures at all-time recorded highs, to the threat of nuclear war, to failing nation-states - how does a single person make sense of and cope with a 24 hour news flow reporting our increasingly chaotic world? Our cultural challenges are now far greater than stock markets and currency movements. We need people paying attention, understanding, and engaging with the ‘real’ Global Macro.

Show Notes

00:40 - Global Macro

01:34 - Fed Reserve pivoting to an easing cycle

01:51 - Employment Numbers

01:58 - Inflation Numbers

02:17 - Stock Market down + Gold Market up

02:18 - OPEC Cutting oil production

02:28 - China Brokering peace between Saudi Arabia and Iran

02:37 - Strategic Petroleum Reserves

03:05 - Willow Project

03:16 - Malaysia and China de-dollarization

03:59 - Ocean temps are highest ever recorded