Subject: The Titans of Traditional Defense
The Titans of Traditional Defense
June 11th, 2026 at 6:45 pm +07The Titans of Traditional DefenseAmerica is entering a new era of rearmament. President Trump has called for $1.5 trillion of defense spending in fiscal year 2027, a dramatic increase fro ...
SpaceX: The IPO That Could Reshape Markets, AI, Defense, and the Future of Capitalism
May 27th, 2026 at 7:00 pm +07SpaceX: The IPO That Could Reshape Markets, AI, Defense, and the Future of CapitalismSpaceX is preparing for what is likely to be the largest IPO in history. According to reports, the co ...
The Defense Spending Boom Has Begun
May 19th, 2026 at 7:00 pm +07The Defense Spending Boom Has BegunThe defense spending boom has begun. This new Macro Watch video explains why US defense spending is likely to rise significantly in the years ahead — ...
Interview: Urgent Global Macro Developments
May 15th, 2026 at 6:50 pm +07Interview: Urgent Global Macro DevelopmentsI recently spoke with Kirk Chisholm on the Money Tree Investing podcast about the most important macroeconomic and geopolitical developments now ...
Who Will Buy the US Government’s Next $25 Trillion of Debt?
May 7th, 2026 at 6:55 pm +07Who Will Buy the US Government’s Next $25 Trillion of Debt?US Government Debt Held by the Public has now topped 100% of GDP. By 2036, it is projected to rise by another $25 trillion, re ...
Your Wealth Is Built On Government Debt
April 9th, 2026 at 6:45 pm +07Your Wealth Is Built On Government DebtSomething very unusual has happened to the US economy over the last two decades. The system that once drove economic growth no longer works the way ...
The US Economy on the Eve of War
March 26th, 2026 at 7:00 pm +07Before the Shock: The US Economy on the Eve of WarWas the US economy strong… or dangerously fragile… just before the Iran War began? On the surface, everything looked solid. Growth ...
From Capitalism to Creditism to Cognitism: The Next Economic System
March 4th, 2026 at 7:45 pm +07From Capitalism to Creditism to Cognitism: The Next Economic SystemThis is the 15th and final video in the Macro Watch Creditism 101 series. How Constraints Shape Economic Systems I have ...
Will Creditism Collapse?
February 12th, 2026 at 8:05 pm +07Will Creditism Collapse?Something fundamental is shifting beneath the global economy. For weeks in the Creditism 101 series, we’ve been working toward this moment. Why do economic sys ...
The Re-Engineering Of Creditism
February 5th, 2026 at 8:30 pm +07The Re-Engineering Of CreditismThe Re-Engineering of Creditism Has Begun For decades, policymakers responded to economic stress by doing one thing: stabilizing the existing system. When ...