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Gulf Macro

Gulf Macro

By: Tom Wallace
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Gulf Macro: straightforward episodes for anyone watching the Gulf. We cover oil, GCC investment flows, diversification plays, central bank moves, the headlines that actually change your bottom line. No jargon walls, just what to know and when.Tom Wallace
Episodes
  • Ep 2 - Saudi Arabia's Mining Boom: Unlocking Vision 2030's Potential in the GCC
    Jan 25 2026

    Saudi Arabia's Mining Boom: Unveiling the Pillar of Vision 2030

    Join host Tom Wallace in this episode of Gulf Macro as he delves into the transformative journey of Saudi Arabia's mining sector, a cornerstone of Vision 2030. Drawing insights from the recent Future Minerals Forum and reports from key players like Ma'aden, discover how the Kingdom is shifting beyond oil dependency to unlock its $2.5 trillion mineral wealth. Learn about major investments, international partnerships, regulatory reforms, and technological advancements reshaping the GCC's economic landscape. Whether you're an investor, business leader, or industry professional, this episode sheds light on the booming opportunities and strategic developments in Saudi Arabia's mining industry.

    00:00 Introduction to Gulf Macro

    00:18 Saudi Arabia's Mining Sector and Vision 2030

    01:41 Future Minerals Forum Insights

    05:10 Regional Mining Developments in the GCC

    06:08 Investment Opportunities and Strategies

    13:34 Ma'aden's Expansion and Impact

    16:16 Regulatory Reforms and Incentives

    18:21 International Partnerships and Joint Ventures

    20:06 Critical Minerals and Energy Transition

    21:57 Growth Projections and Economic Impact

    23:15 Technological Integration in Mining

    24:12 Risks and Mitigation Strategies

    24:42 Emerging Funds and Spinoffs

    25:14 Conclusion and Final Thoughts

    Subscribe to Gulf Macro on Spotify for more episodes on GCC trends and opportunities. Follow us on X at @GulfMacro for updates and discussions. Thanks for listening.


    The Gulf Macro Website

    None of the content presented in this episode should be considered investment advice. Always consult a professional investment advisor before making any investments.

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    28 mins
  • Ep 1 - GCC Non-Oil Boom 2026
    Jan 18 2026

    Gulf Macro: Unpacking the GCC's Economic TransformationIn this inaugural episode of Gulf Macro, we explore the sweeping economic changes underway in the GCC (Gulf Cooperation Council) countries, focusing on Saudi Arabia, UAE, Qatar, Kuwait, Bahrain, and Oman. Key topics covered include the shift from oil dependency to diversified economies, backed by the latest World Bank report forecasting a 4.4% non-oil growth in the region next year. Wallace highlights major infrastructure projects, tech innovations, AI adoption, and strategic investments in critical minerals and supply chains. The podcast also touches on fiscal resilience, workforce shifts, and potential risks and opportunities for investors and businesses. By delineating these elements, Wallace provides an in-depth analysis of why the Gulf region is poised for significant growth and economic transformation.

    00:00 Welcome to Gulf Macro: Unpacking GCC Economies

    02:13 GCC Economic Growth: Beyond Oil

    04:54 Country Highlights: Saudi Arabia, UAE, Qatar, and More

    05:43 Key Drivers of Growth: Infrastructure, Tech, and Minerals

    12:16 Workplace Shifts and Fiscal Resilience

    15:29 Investment Opportunities and Risks

    19:52 Historical Context and Future Outlook

    25:45 Conclusion: The Future of the Gulf

    Follow:

    https://x.com/GulfMacro

    The Gulf Macro Website

    #GCC #WorldBank #NonOilGrowth


    No content presented in this episode should be considered investment advice. Always speak to a professional financial advisor before making any investment.



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    29 mins
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