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

Trade War Chaos: Why US Businesses Don’t Know What’s Next | John Mauldin

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As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling.

We know all trade wars have a currency effect… but what happens when nations drive down their currencies to counter US tariffs? Will China use its cache of US treasuries as a weapon, driving US interest rates up?

John Mauldin explains why he doesn’t believe China is using US treasuries as a weapon—and where he thinks the trade war will hurt most.

Learn more about the Strategic Investment Conference here:
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Trillions Poised to Flee US Markets? A Risk Beyond Volatility | Jared Dillian

There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, former Wall Street trader Jared Dillian was making money after spending the past few months positioning himself for a week like this one.

On Wednesday, Jared told his readers to cover shorts and sell the put options he suggested they buy months ago. Over the course of the day, he received nearly 50 “thank you!” emails from readers who made money this week and this year.

Part of his strategy involves using options, but not for speculation.

Options are one of those areas where many investors know just enough to get themselves into trouble. They can even prove perilous for seasoned professionals.

Jared wants to stop people from shooting themselves in the foot. He

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Bullish on Bonds?

@TheJaredDillianShow explains why this is something important to look to as the market responds to Trump’s Actions

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Private Equity’s Playbook: Plundering the American Economy | Brendan Ballou

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Private equity is buying up America—everything from nursing homes to hardware stores and the local plumbing business. As today’s guest Brendan Ballou notes, “When you look at the number of employees that these portfolio companies employ, Blackstone, Carlyle, and KKR, not necessarily in that order, they would be the third, fourth, and fifth-largest employers in the United States behind just Walmart and Amazon.”

Globally, the value of private equity deals rose 14% in 2024 to $2 trillion. This isn’t a bad thing on its face—there are plenty of great people doing good work in private equity. But some, including my friend and former Wall Street trader Jared Dillian, are calling it a bubble.

Brendan Ballou

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Blood Money: How the CCP is Poisoning America | Peter Schweizer

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Peter Schweizer, the #1 New York Times bestselling author of BLOOD MONEY, is here to discuss China’s "disintegration warfare" tactics, which are destabilizing the US and threatening its best and brightest youth.

Chinese criminal organizations, with tacit approval of the Chinese Communist Party, are flooding American communities with deadly fentanyl. As Peter explains, "This is not your typical drug abuse problem… Most people dying of fentanyl overdoses aren’t even aware they’re taking fentanyl. This is actually a poisoning rather than a drug overdose."

We also unpack how China has infiltrated US political systems through "elite capture" – effectively buying off political leaders by giving business

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Geopolitical Playbook for Defeating Russia: The West Germany Blueprint | Marko Papic

Marko Papic, Chief Strategist at BCA Research, is joining us today to discuss how the Ukraine War ends and how peace could reshape global markets.

Marko believes that end is coming sooner than later. “It’s not about the peace. I think that the war has to end. And that’s not a normative statement, it’s just a statement of physical reality."

Ultimately, he sees Ukraine recovering by following West Germany’s model. Here’s Marko again: “I think there is a playbook for defeating Russia. It’s worked in the past. It’s called West Germany. The reason that Ukraine can eventually reconquer these territories is that on a 10, 15, 20-year time horizon, we have a proven track record that Western capitalism does better than whatever Russia does.”

In the interview you will also hear:

* The future of

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