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

Powell’s Dangerous Trap: Why Rate Cuts Could Crash Markets | Danielle DiMartino Booth

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Inflation is dropping quickly, and other concerning trends, including mass layoffs, are developing. But you wouldn’t know it from reading the headlines.

QI Research founder Danielle DiMartino Booth has been calling attention to underreported recession signals since our last interview in May, when she highlighted rising store closures and job losses. As she said then, “There is no greater drag on inflation than job loss.”

My concerns about a recession are rising daily. Auto loan delinquencies are soaring. And the number of major employers laying off workers now includes Chevron, BlackRock, Boeing, Southwest Airlines, Hewlett-Packard, Kohl’s, Meta, and Starbucks.

Danielle argues that the inflation

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Friedman Reacts to Your Comments: Putin’s Weakness, Trump’s Strategy, and NATO’s Future

Renowned forecaster George Friedman is back to respond to your comments. Over half a million viewers watched my last interview with George shortly after the US and Russia began settlement discussions about Ukraine. This sparked an animated discussion in the comments section over President Trump’s plan to redesign global trade, whether Putin is really losing in Ukraine, and who (if anyone) George voted for.

Today George, the founder of Geopolitical Futures, explains why Russia cannot realistically wage war in Europe, NATO’s diminishing relevance, and how the current flurry of activity in the White House compares to Roosevelt’s first hundred days in office.

George also breaks down Russia’s economic "dead cat bounce" following the Ukraine conflict—and why punishing Putin isn’t a practical

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Why Tariffs Lead To Deflation: Wall St Veteran’s RECESSION Warning | Jared Dillian

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The tariff situation is evolving fast. On Tuesday, imports from Canada and Mexico faced 25% tariffs. On Wednesday, President Trump granted US automakers a 30-day tariff exemption. On Thursday, he paused most of the new tariffs until April 2. Where will things stand when this interview goes lives on Friday, March 7?

Americans buy a lot of stuff from Canada and Mexico—a combined $918.6 billion in 2024. This includes oil, electronics, cables, machinery of all types, medical instruments, furniture, commodities… A hefty 22.8% of vehicles sold in the US come from Mexico.

The assumption is tariffs will lead to higher prices. Will they? I don’t think anyone knows, but it is worth considering a less

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Economic Boom Coming: 800 Years of Post-Crisis Patterns | David Kotok

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Are we in for another pandemic? In the US, 10% of commercial egg-laying hens have died in connection with the bird flu in recent weeks. Egg prices have soared, and the USDA expects them to rise 41% this year.

Shares of Cal-Maine Foods, Inc. (CALM), the nation’s largest egg producer, are up 59% over the past year.

At this point, the bird flu can travel animal-to-animal. And there have been scores of animal-to-human infections, with at least one human fatality. But the bird flu isn’t jumping human-to-human… yet. Though virologists are starting to warn that the risk of another human pandemic is increasing.

We’re speaking with Cumberland Investors co-founder David Kotok about all this, including the

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