John Mauldin

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.

Videos by John Mauldin

Trump’s Master Plan: How Russia Lost Everything | George Friedman

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If you feel like the world order is being rearranged, you’re right. It is, and quickly. Settlement discussions about Ukraine began this week in Saudi Arabia—without Ukraine.

Renowned forecaster George Friedman, founder of Geopolitical Futures, helps us break down these important signals.

The US no longer has an interest in prolonging or funding this war. We are seeking to force a settlement. This has put in motion what looks like a game of 3D chess.

For starters, the US is seeking guaranteed access to rare earth minerals from Ukraine, reducing dependence on China. Will the US ease pressure on Russia in exchange for this access? It looks that way.

As George says in our interview, “The neutrality of

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How Smart Nations Exploit Trade Wars | Jacob Shapiro

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My friend Jacob Shapiro is back for another Global Macro Update interview, and he sees ample opportunities for investors who can tune out white-noise media and look around:

"If you go back to previous eras like this, the 1890s is the one that I like to compare it to… These are times of incredible technological innovation… we’re on a total energy regime change for the first time in a hundred years. There is an awful lot of opportunity out there… For the next five, 10 years, these are the years of plenty. Prepare for the years of famine ahead by making good decisions now."

Jacob is the head of geopolitical and macro research at Bespoke Group. In our interview, we discuss where some of these

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Why America’s Economic Transformation Has To Happen | Lyric Hughes Hale

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“Conspiracies are hard to implement.” That’s a quote from this week’s special guest, Lyric Hughes Hale of econVue. Lyric is a respected CEO, research analyst, former journalist, and Asia expert.

Lyric notes that while it is tempting to view much of China’s actions toward the US through the lens of conspiracy, sometimes the reality is much simpler. Incompetence, human error, fear of superiors… there are often more plausible explanations for seemingly nefarious actions.

With that as a backdrop, we discuss the impact of tariffs on China/US relations, as well as:
• Lyric’s unshakable faith in the United States,
• Optimism for what’s happening today in Washington, DC,
• The pros and cons of USAID,

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China’s Underground Banking Empire: How Drugs & Money Corrupt America | Sam Cooper

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China has weaponized fentanyl against the United States. You might think of Mexican kingpins as the top of the drug food chain, but everybody works for somebody. And that somebody is often a gangster in China, made “respectable” by his other legitimate business operations and a position within the Chinese Communist Party.

But it gets worse. Today we’re speaking with Canadian investigative journalist Sam Cooper, whose deeply researched book Wilful Blindness exposes Canada’s damning role in the opioid trade.
This might explain why the Trump administration is going on the offensive with our northern neighbor.

Sam’s research uncovers an intricate network, where the inputs to make synthetic opioids

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