Podcast: Trump, The Fed and The AI Arms Race
I was recently interviewed by Tom Bodrovics for the Competent Investor Podcast, where I explain why President Trump believes he MUST take control of the Federal Reserve and US monetary
There’s A Bubble. Should You Sell?
Global asset prices have reached extraordinarily elevated levels, and warnings about a potential market correction are now coming from every direction. In recent weeks, the IMF, the Bank of England,
OpenAI: History’s Most Ambitious Corporatio…
Artificial Intelligence is no longer a distant promise — it’s the defining force reshaping the global economy. And no company embodies that transformation more completely than OpenAI. In my new
NVIDIA 2025: Powering The Age Of Intelligenc…
Two years ago, Macro Watch launched The Magnificent Seven series to explore the Artificial Intelligence Revolution led by America’s seven technology giants. That series began with the words: “The Artificial
Would A Trump Takeover Of The Fed Be A Good T…
On the Wealth Formula podcast, Richard Duncan discusses the most important macro shift in decades: a White House push to re-industrialize the US, devalue the dollar, and potentially bring the
Is A Liquidity Shock Coming?
A new Macro Watch video has just been uploaded. This presentation warns that the financial system may be heading toward another liquidity crunch. Bank Reserves have been shrinking for more
Podcast: Trump’s Takeover Of The Fed
President Trump is in the process of taking over the Federal Reserve. That will give him complete control over US Monetary Policy. I explored this high-stakes topic in a recent
How to Profit From the Dollar’s Next Big Dr…
The Dollar has already fallen sharply against the Euro and the Yen this year. But if President Trump succeeds in reshaping Federal Reserve policy — and if his administration follows
Trump’s Conquest of The Fed Will Unleash We…
With the firing of Fed Governor Lisa Cook, President Trump is moving rapidly to take absolute control of the Federal Reserve. If he succeeds, US monetary policy may never be
Tariffs, Inflation and The Fed’s Final …
President Trump’s new trade deals are about to trigger the most radical shift in US tariff policy in nearly a century. The average tariff rate on goods imported into the
