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

The Inflation Dip: Market Impact and Why It Affects Your Wallet & Portfolio | Peter Boockvar

Want a transcript?  Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

This week, Ed D’Agostino talks to Peter Boockvar, CIO of Bleakley Financial Group, an $8 billion wealth management firm, and editor of The Boock Report.

 In this week’s edition, we discuss Peter’s economic outlook for 2023, including…

• Will inflation eventually drop to pre-pandemic levels?
• What are the investment implications now that the $16 trillion Chinese economy is reopening?
• Why we’re in a “death by a thousand cuts” environment
• Why a “mild and shallow recession” isn’t necessarily a good thing
• Are tech stocks a buy yet?

If you’re interested in reading more of Peter’s insightful

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Don’t Be Complacent: The Risks of Digital Dependence | Andy Greenberg

Want a transcript?  Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

This week, Ed D’Agostino talks to Andy Greenberg, senior writer at WIRED magazine and author of the books Sandworm and Tracers in the Dark.

 In this week’s edition, we discussed:

• The long-standing cyberwar Russia waged against Ukraine
• How Russian hacker group Sandworm launched a piece of malware at Ukraine that then wreaked havoc across the globe
• Why the “NotPetya” story should be a warning to the West
• Why cryptocurrencies being untraceable is a myth
• How cyber-detectives took down one of the biggest online crime rings in history

Get Andy’s page-turners, “Sandworm: A New Era of Cyberwar and

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This Bizarre and Dysfunctional System | Andrew Yang

Want a transcript?  Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

According to a recent poll by NBC News, 74% of Americans—Republicans as well as Democrats—now think that the country is moving in the wrong direction. What we need to turn the ship around, says Andrew Yang, a candidate in the 2020 presidential primaries, is new ideas and collaboration between the parties.

 In this week’s edition, we discussed:

• The political cost of reform: Why our current political system rewards polarization and ideology
• Is universal basic income a good idea?
• How ranked-choice voting could end the winner-take-all dynamic of American politics
• What can be done to lift the labor

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US markets: Systemic Calamity | Felix Zulauf

Rising interest rates, geopolitical tensions, a looming recession, and shifting global power structures: How this all plays out in the coming years—and how you are positioned—could determine whether you win or lose in this global macro drama.

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Pro Investor: “The Bear Market Ended in June”

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

You can buy low and sell high. You can make money no matter what the markets doing. These ideas sound so simple and so easy to implement, yet for most investors, these ideas are next to impossible to achieve.

And yet this is exactly what Milton Berg, CFA, CEO, and chief investment strategist of MB Advisors, has done for his entire career. He brings decades of trading and market timing experience to our discussion. He’s worked with the biggest names in the hedge fund world, including Soros, Druckenmiller, and Steinhardt. This conversation will challenge some of your long-held views on what drives the

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Billionaire David Rubenstein REVEALS Key Insights from Top Investors

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

Imagine bringing together the greatest investors of our age—people like Stan Druckenmiller, Ray Dalio of Bridgewater, Larry Fink of BlackRock, real estate investor Sam Zell, and Seth Klarman of Baupost—and ask them just one question: how to invest.

That’s exactly what David Rubenstein has done in his new, best-selling book, “How to Invest: Masters on the Craft.” David is the co-founder and co-chairman of The Carlyle Group, a private equity firm that manages $325 billion from 26 offices around the world.

In this week’s edition, we discussed:

● Key factors that helped set up great investors for

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Invest in the Best, with Keith Fitz-Gerald

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

Markets can move with lightning speed, and black-swan events can wipe out your investments almost overnight. FTX, the crypto exchange that just declared bankruptcy, is only the latest example of this.

This week, I talk with my guest Keith Fitz-Gerald, top analyst, market educator, and a frequent guest on FOX Business News and other preeminent business media, about topics like: today’s most and least trustworthy investments… do you want to be right, or do you want to be profitable?… and how to build a reliable framework for your investing strategy.
Here are some of the things we discuss:

● What

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John Mauldin: Understanding the Threats in the Global Financial Markets

Want a transcript? Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

Any one of the problems we currently face—energy prices, housing, high inflation—by itself wouldn’t break our back, says John Mauldin, co-founder of Mauldin Economics and one of the most brilliant minds in macroeconomics. But all of them coming together, as they are today, could create a very serious crisis.

In this edition, you’ll hear John and me discuss…

● Why the Fed needs to “drive a stake through the heart of inflation”
● What the looming worldwide debt crisis could mean for you and your portfolio
● The massive disconnect between ESG policies and global energy needs
● Why Chinese real estate could

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Ex-Wall Street Trader Explains Why Now Is the Time to Fight the Fed

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC.

“Don’t fight the Fed” is a mantra every investor knows. But what if the Fed is totally wrong in its assessments? A top contrarian investor and sentiment trader weighs in on what he thinks could be new bull market…

This week I spoke with longtime friend Jared Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing.

In this week’s edition, we discussed:

● Why we could be on the cusp of a new bull market—despite signs to the contrary
● From green to red: What the Fed’s conflicted messaging means for you and your portfolio
● The two catalysts that could drive the S&P to

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2023 Stagflation Scenarios… and 3 Sectors to Own Now

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.

In this edition, you’ll hear Vincent and me discuss…

● The trifecta of trends that caused the current inflationary environment

● Why an economic slowdown won’t cure inflation

● The three sectors every investor should own today

If you want more of Vincent Deluard’s excellent research, sign up for a free trial to his StoneX reports: https://marketintel.intlfcstone.com/MIPublic/Landing.

You can also follow him on Twitter at https://twitter.com/VincentDeluard.

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A Toxic Brew for Pension Funds

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

This week, I spoke with Ben Hunt, co-founder and CIO of Epsilon Theory, a newsletter and website that examines markets through the lens of game theory and history.

In this edition, you’ll hear Ben and me discuss why the global repricing of interest rates is hitting financial markets like a wrecking ball…

● Why the UK bond market might be a threat to the entire global financial system
● Why the global repricing of interest rates is hitting financial markets like a wrecking ball
● What happens when pension funds get margin calls
● The little-known risk hidden in this $32 trillion market
● The two ingredients

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Real Estate Expert: Mortgage Rates Heading Below 5%

Want a transcript? Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC

This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway.

In this edition, you’ll hear Barry and me discuss:

• From seller’s to buyer’s market: Why mortgage rates will drop to below 5% in the next 6 months
• What is the Fed doing with those mortgage-backed securities?
• Why home inventories are vastly overestimated… and what that means for you
• The best financing strategies for first-time homebuyers
• How to make 300%+ in less than a decade with real estate

To learn more about Barry Habib and his work, visit the MBS Highway website: https://mbshighway.com

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Is Global Unhappiness Affecting Your Investments? | Global Macro Update

Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499L/MEC

This week, I speak with Jon Clifton, CEO of polling company Gallup and author of WSJ best-seller, Blind Spot: The Global Rise of Unhappiness and How Leaders Missed It.

In this edition, you’ll hear:
• Why non-traditional indicators like well-being and happiness can have a critical impact on companies’ performance
• The strange reason why the US ranks higher in happiness now
• How the widening gap between the haves and have-nots threatens a greater cultural rift
• Two emotional factors that increase the risk of dying by up to 50%
• Why global leaders are missing the importance of well-being as a metric

To

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How Nuclear Energy Could Save the World | Global Macro Update

If you like Global Macro Update, sign up for our free weekly e-letter, which gives you a brief summary and the full transcript of the week’s video interview: https://www.mauldineconomics.com/go/JM499L/MEC

This week, I spoke with Spencer Abraham, former US secretary of energy under President George W. Bush. Spencer currently serves as chairman of the board at Uranium Energy Corp. He was joined by Amir Adnani, founder and CEO of Uranium Energy Corp.
We discussed America’s dangerous dependence on Russian uranium, the looming energy crisis in Western Europe, modern solutions to provide reliable baseload power to US households, and much more…
In this edition, you’ll hear Amir, Spencer, and me discuss:
● Why public policy is the greatest threat to clean energy for America
● Why 1 in 5

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Putin’s next move in Ukraine… | Global Macro Update

George Friedman, founder and chairman of Geopolitical Futures, and I discuss Russia’s likely next steps in the war, Russia’s diminished stance in the international community, and the probability that Putin will resort to nuclear weapons.

In this edition, you’ll hear:

● What Russia’s most likely to do next
● Would Putin really use tactical nuclear weapons?
● How Russia’s historically poor logistics could affect the war
● Why Putin’s partial mobilization could backfire…
● Why the West should fear the potential disintegration of the Russian Federation

To get more of George Friedman’s amazing geopolitical strategy and analysis, check out his website: https://geopoliticalfutures.com/welcome/

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Fed Policy and Monetary Velocity with Dr. Lacy Hunt – Global Macro Update

This week I spoke with Dr. Lacy Hunt, executive vice president of Hoisington Asset Management and author of both “A Time to Be Rich” and “Dynamics of Forecasting: Financial Cycles,Theory and Techniques.”

We discussed the consequences of the Federal Reserve’s actions, the impact of higher interest rates, and the durability of inflation.

In this edition you’ll hear Lacy and I discuss:

– How the Fed’s slow shift from “lender of last resort” to “spender of first resort” could have far-reaching consequences for the economy…
– Why the Fed’s greatest policy obligation moving forward should favor modest- and moderate-income households…
– What increased housing prices means for the cost of living in other areas of the economy…
– Why despite economic resilience there is still “significant

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Energy Short and Long Term – Global Macro Update

This week I spoke with Sam Rines, Managing Director of Corbu Research and author of After Normal: Making Sense of the Global Economy.

We discussed the oil and energy markets and the US economy, inflation, the Fed, and geopolitical tensions…

In this edition, you’ll hear Sam Rines and me discuss:

– Why the long-term outlook for oil and natural gas is very bullish…
– How Qatari LNG could offset a significant amount of Russian energy dependence…
– Why Russia halting natural gas exports to Europe likely won’t have the catastrophic effects the media fears……
– What Fed actions could mean for emerging market economies…
– Why we could feel the ripple effects of COVID for the next 5-10 years…

Samuel Rines’ new book, After Normal: Making Sense of the Global Economy, is available for

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The Great Age Reboot – Global Macro Update

This week, I spoke with Dr. Michael Roizen, Chief Wellness Officer at the Cleveland Clinic, and author of “The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow.” We talked about how current science and technology will revolutionize our ability to live longer and live better. We also discussed the economic and policy implications that come with longevity as a disruptor.

In this edition, you’ll hear Dr. Roizen and me discuss:

– Why people living to 100, 120, or even 130 years old will become increasingly common—and how life past 100 may not look like what you expect…
– How induced tissue regeneration could potentially eliminate obesity…
– Two breakthrough anti-aging technologies that have moved from clinical trials into human testing…
– What actions you should

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The gates of hell???—Global Macro Update

The gates of hell??? – Global Macro Update

Today I spoke with Louis Gave, CEO of Gavekal Research. We discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond.

In this edition you’ll hear Louis and me discuss:

– Why Europe could be heading into a serious political crisis over the next 6 months…
– Why inflation is highly unlikely to return to 2%…
– Why parts of the world are quietly de-dollarizing and what that means for the USD…
– How increasingly constrained fiscal policy and misguided energy policies could deliver us to “the gates of hell”…
– Why the Fed’s quantitative tightening has been so underwhelming…
– What surprising two sectors could become the new antifragile assets in investor

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The dangers of decoupling from China…—Global Macro Update

Today I spoke with Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory. We discussed China’s economic role in the global economic ecosystem as well as US/China great power competition.

In this edition you’ll hear Emily and me discuss:

• How relationships between the US and China are deteriorating and why that trend will likely continue…

• Why US regulatory controls will likely prove ineffective in protecting domestic industry from Chinese encroachment…

• How Taiwan’s economic dependence on China poses the greatest threat to its stability and future…

• What the US and Europe ultimately must do in order to successfully decouple from China…

• Why US and European private industry will eventually lose access to Chinese

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A coming conflict with China? – Global Macro Update

Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term effects Nancy Pelosi’s visit could have on US-China relations, and much, much more.

In this edition, you’ll hear Jacob and me discuss:

► What Putin really wants, and why the Russia-Ukraine conflict is likely far from over…
► Why Nancy Pelosi’s visit is really the 4th Taiwan Strait crisis…
► How restoring normal trade relations with China could significantly lower inflation—and why that’s unlikely to happen…
► Why the dangerous crisis brewing in China’s real estate sector should be on people’s minds…
► How Taiwan is rapidly becoming a “domestic political football” for both Washington and Beijing…

To learn more about Jacob Shapiro, click here:

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Is Clean Energy Dead?! | Global Macro Update

In this episode of Global Macro Update, Ed D’Agostino and Amy Myers Jaffe discuss how digital technology could reshape world energy markets… what this could mean for the future of oil… the convergence of automation, artificial intelligence, and big-data analytics…plus much more.

Amy Myers Jaffe is the research professor and managing director of the Climate Policy Lab, Fletcher School of Law and Diplomacy, Tufts University, and author of Energy’s Digital Future: Harnessing Innovation for American Resilience and National Security.

To learn more about Amy Myers Jaffe, click here: amymyersjaffe.com

Did you like this interview? If so, you should learn more about Thoughts from the Frontline from Mauldin Economics. Receive in-depth weekly dispatches to help you understand what’s happening

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Global Macro Update with Ed D’Agostino and George Friedman

In this episode of Global Macro Update, Ed D’Agostino and George Friedman, founder and chairman of Geopolitical Futures, discuss the very sad news of the assassination of former Japanese Prime Minister Shinzo Abe last week and… the massive geopolitical story the mainstream media is overlooking… and why Japan’s Liberal Democratic Party strongly favors eliminating Article 9 and what that means for the Pacific… and much more.

To learn more about George Friedman click here—https://geopoliticalfutures.com
Did you like this interview? If so, you should learn more about Thoughts from the Frontline from Mauldin Economics—where you will receive in-depth weekly dispatches to help you understand what’s happening in the economy and navigate the markets with confidence. Click the link to sign up:

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Global Macro Update With Ed D’Agostino and Peter Boockvar

In this episode of Global Macro Update, Ed D’Agostino and Peter Boockvar, chief investment officer and portfolio manager for Bleakley Advisory Group, discuss unique challenges in today’s inflationary environment. Peter discusses how many investors have never lived through an investing environment like today’s and why that matters… how what happens at the ECB affects the US Fed and vice versa… the unique challenges facing central banks in combating inflation… and more.

To learn more about Peter Boockvar click here: https://www.bleakley.com/

Did you like this interview? If so, you should learn more about Thoughts from the Frontline from Mauldin Economics—where you will receive in-depth weekly dispatches to help you understand what’s happening in the economy and navigate the markets with

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Global Macro Update With Ed D’Agostino and John Mauldin

In this episode of Global Macro Update, Ed D’Agostino and John Mauldin, co-founder of Mauldin Economics, discuss the most challenging environment for investors in years, the near daily shifting global landscape, the likelihood of the Fed engineering a “soft landing” and much more.
If you enjoyed this interview and want more incisive commentary on the most important global economic issues, take a look at the speaker lineup for the upcoming Strategic Investment Conference by clicking here—https://www.mauldineconomics.com/go/JM480V2/MEC

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Global Macro Update With Ed D’Agostino and Jacob Shapiro

In this episode of Global Macro Update, Ed D’Agostino and Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, discuss what’s next in the Russia / Ukraine conflict and the frightening effects of disruptions to the global supply chain.

To learn more about Jacob Shapiro and Cognitive Investments click here – https://www.cognitive.investments/Jacob-Shapiro

If you enjoyed this interview and want more incisive commentary on the most important global issues, take a look at the speaker lineup for the upcoming Mauldin Economics Strategic Investment Conference by clicking here – https://www.mauldineconomics.com/go/JM480D1/MEC

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Global Macro Update Ed D’Agostino and Bruce Mehlman

Mauldin Economics is a leading provider of high-level market analysis and strategy. Our research-driven approach puts us in touch with decision makers on Wall Street and in Washington, DC. Our mission is to serve investors the best financial perspectives available so they can make better decisions in the markets. To learn more about how Mauldin Economics can help you make better investing decisions, sign up to receive free resources from our research team—simply click here: https://www.mauldineconomics.com

You can access Bruce Mehlman’s latest slide deck here: https://mehlmancastagnetti.com/wp-content/uploads/The-Post-Post-Cold-War-World-Mehlman2022.pdf

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