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Macro Framework Briefing – Investing in 2024

Mauldin Economics Publisher and COO Ed D’Agostino believes we are at an inflection point in the markets.
For years, investors have been able to buy broad-based ETFs and do pretty well. Those days are over.
Ed details how he and his elite team within Mauldin Economics use themes to focus their investment research—a must in this new investing environment. Ed also unpacks three of his themes for you and shares specific recommendations.

Go here to learn more about Ed D’Agostino’s new investment research service:
https://www.mauldineconomics.com/go/JM529S/YTB

Follow Ed D’Agostino on LinkedIn:
https://www.linkedin.com/in/ed-d-agostino-415475296/
Download the Mauldin Economics App here:
https://community.mauldineconomics.com/download-app

Timestamps:
00:00 – Market changes ahead
02:17 – How can you prepare?
03:06 – Trend #1
08:31 – First investment idea
10:21 – Trend #2
16:03 – Theme development and bottom-up approach
21:44 – Changes at Mauldin Economics
24:48 – Trend #3
32:16 – Final thoughts

#finance #macro #investing
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John Mauldin
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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