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Peter Zeihan on Why the World Is About to Radically Change

Jul 1 – Well-known geopolitical strategist and author Peter Zeihan joins FS Insider to build on the topic of slowing population growth and why this is a pretty big deal. Peter says one of the major problems is that economic models and the...

Prepare for Peak Growth Rates This Cycle, But Not Peak Growth, Says Kurt Kallaus

Jun 30 – The US economy is likely going to see gangbuster double-digit growth rates in 2021 and then fall back down to more normal levels. Yes, that means we are likely looking at peak growth rates, but not peak growth, says Kurt Kallaus...

The Great Demographic Decline

Jun 29 – In 2018, the globe reached a never seen before inflection point that is likely to persist for decades and decades into the future. That inflection point is where the old now outnumber the young. Reva Goujon discusses the details of this trend...

Replay: The Next Generation of Batteries Are Weightless and Invisible

Jun 24 – In today's FS Insider podcast, we speak with Fractal Software's Daniel Oberhaus about what leading materials scientists are working on when it comes to next generation batteries. Daniel discusses how these next-generation batteries work...

First Suez, Now Yantian - The Global Supply Chain Is Having a Rough Time

Jun 23 – The global supply chain continues to be plagued by port closures, blockages, and high shipping rates. To discuss all that's going on right now in global trade, we speak with Lori Ann Larocco, a regular columnist for American Shipper...

Gary Shilling Says He Is Shorting Areas of the Market and Commodities Have Peaked

Jun 22 – In today's FS Insider episode, we continue our discussion with Gary Shilling from this weekend where he says that US consumers aren't showing 'pent-up demand', what he expects for the US deficits in the years ahead in light of MMT, his outlook on inflation, how he's currently positioned in the market, and much more.

Nick Reece on Fed, LEIs, and the Case for Emerging Markets

Jun 17 – Nick Reece at Merk Research lays out the three key indicators for determing if a bull market is in danger of topping out and what those indicators are saying currently. He also discusses market volatility and uncertainty around expectations...

The Man Who Predicted Inflationary Spike Now Says to Expect 'Deflationary Surprise'

Jun 16 – David Abramson, Chief US Strategist and Director of Research at Alpine Macro, warned listeners in 2020 that we'd see a big upturn in inflation starting this year and laid out a number of investment moves to consider. FS Insider...

Replay: The Great Demographic Reversal: Ageing Societies and the Inflation Revival

Jun 15 – Will rising inflation be transitory or more permanent? In today's FS Insider podcast, we are going to re-air an important interview in this debate where Jim Puplava speaks with Charles Goodhart and Manoj Pradhan on their book...

The VR Market Is Set to Explode - Here's Why

Jun 10 – Companies and entire industries are now using virtual reality to train employees at a much lower cost. Hyperrealistic games are now played by people all over the world using VR headsets and, increasingly, people are using VR to meet...

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