July 23, 2026

2026 Q2 Quarterly Macro Review

Q2's commentary examines why decades of grid underinvestment are colliding with surging demand from AI, reshoring, and electrification.

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2026 Q1 Quarterly Macro Review

Q1's commentary provides a primer on Artificial Intelligence.

2025 Q1 Quarterly Macro Review

Q1 signals broad disruption as Trump targets government, trade, and more.

2023 Quarterly Review

Analyze the first half of 2023 and outlook on the year ahead with Biltmore Family Office's Chief Investment Officer, Rael Gorelick. Topics covered include bank runs, generative AI and interest rates.