Tag Archives: Fareed Zakaria

The Next Stimulus: More Holidays?

Posted on October 13, 2012 by macromon

Interesting take from Fareed that holidays can generate more consumer spending and the U.S. takes the least amount of holidays among the global community. This brings up an interesting story about how FDR,  in 1939,  changed the Thanksgiving holiday from … Continue reading →

Posted in Economics, General Interest, Video | Tagged , , , | 1 Comment

QE3 Will Complicate Global Food Crisis

Posted on September 13, 2012 by macromon

There is no doubt in our minds that some of the QE3 liquidity will leak into agricultural commodities.  In addition, a portfolio reallocation will take place as investors look to protect their purchasing power through buying finite “things.” This will … Continue reading →

Posted in Commodities, Demographics, Geopolitical, Inflation/Deflation, Monetary Policy, Video | Tagged , , | Leave a comment

Fareed Zakaria: Rahm Emanuel on Pensions

Posted on June 10, 2012 by macromon

Fareed’s interview with the the mayor of Chicago, Rahm Emanuel, really drives home the fact the U.S. global pension problem is nonpartisan.   Burden sharing is coming. “It is not sustainable now.” (click here if video is not observable)

Posted in Black Swan Watch, Employment | Tagged , , | Leave a comment

What the ‘frack is ‘fracking’? – GPS

Posted on March 31, 2012 by macromon

Good stuff from Fareed Zakaria’s GPS blog.  He argues that the rise of “shale gas is shaping up to be the biggest shift in energy in generations”  and, More important, the United States has become the world’s low-cost producer of … Continue reading →

Posted in Commodities, Energy, Geopolitical | Tagged , , , | 1 Comment

Fareed Zakaria: Interview with George Soros

Posted on February 26, 2012 by macromon

Here is Fareed’s interview with George Soros from a couple weeks ago that we’ve been meaning to post and thought you’d find interesting.   We suspect the 15 minutes you spend watching it will return a nice dividend.   Enjoy. (click here … Continue reading →

Posted in Black Swan Watch, Economics, Hedge Funds, Whales | Tagged , , | 3 Comments

Fareed: Niall Ferguson and Jeff Sachs Square Off on OWS

Posted on November 1, 2011 by macromon

Nice rumble between Sachs and Ferguson.  Well worth your time. (click here if video is not observable)

Posted in Black Swan Watch, Economics, Employment, Geopolitical, Policy, Politics, Video, Whales | Tagged , , , | 2 Comments

Soros: Regime Change in Iran, Bond Crisis is U.S.

Posted on February 20, 2011 by macromon

Fareed Zakaria discusses current events with George Soros on today’s GPS.   Click here for the entire interview.   It’s well worth your time. Money Quotes: Comparison 1989 fall of the Berlin Wall and Middle East Uprisings SOROS: It is very similar. … Continue reading →

Posted in Fiscal Policy, Geopolitical, Sovereign Debt, Sovereign Risk, Uncategorized, Whales | Tagged , , , | Leave a comment

Egypt: Revolt or Revolution? – Fareed Zakaria

Posted on January 30, 2011 by macromon

Here is Fareed’s take on Egypt.

Posted in Black Swan Watch, Egypt, Geopolitical, Politics | Tagged , , | 1 Comment

Larry Summers on structual change in U.S. labor market

Posted on January 16, 2011 by macromon

In one of his first interviews since leaving the White House,  Larry Summers talks about the structural changes taking place in the U.S. labor market on today’s GPS with Fareed Zakaria.  He mentions the IT take-off and the new jobs … Continue reading →

Posted in Apple, Employment, Equities, Video | Tagged , , , , | Leave a comment