Global Strategy Podcast: 2020 Vision

For enthusiasts of multi-media platforms, please enjoy this podcast on Global Strategy: 2020 Vision. I encourage you to read the blog of the same name found on my website. Also, look at individual reports on several of the key issues outlined on the podcast. These can be found by clicking the Archive or Regional tabs [...]

Podcast: Kicking the Tires

17 April 2019 This podcast complements the blog of the same name, which can also be found on the website. For those of you too busy to read during the holiday weekend, I thought I would make life easy for you! Good luck! Happy Easter! Comments always are welcome!

2019 Strategy: Turning (Even More) Defensive!

4 December 2018 Enjoy my 2019 Strategy Podcast.  The broadcast complements and updates my September blog entitled "2019 Strategy: Turning (Even More) Defensive!" Also look at previous blogs on various country assessments and policy issues -- all found in the Archive of Recent Blogs.

Q2 Global Strategy: Iran, Korea, China & Russia Hold the Key

4 April 2018 Enjoy the podcast in which I review how well our 2018 strategic themes are playing out, and take a look athe the rest of the year. Inflation, populism, and protectionism were the key Q1 market drivers, even as the US tax reform boosted American corporate earnings significantly. Personnel changes at the White [...]