Category Archive: 6b.) John Mauldin

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We Have Entered the “Speculation” Phase of the Market Cycle | Michael Howell

2025-11-26

by John Mauldin

Zero interest rates didn’t exist for 4,000 years of recorded history. Now CrossBorder Capital founder Michael Howell believes we’re about to find out why. Howell developed his framework for tracking global liquidity while working at Salomon Brothers, where he watched capital move across trading desks in real time. One core insight: the ratio between debt and liquidity—not debt-to-GDP—is what actually predicts financial crises and asset bubbles....

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The End of Easy Money: Why the AI Trade Has Changed Forever | Brent Donnelly

2025-11-20

by John Mauldin

The CNN Fear and Greed Index hit extreme fear territory this week. Yet when Brent Donnelly surveyed investors, he found something different: a market repricing risk rather than fleeing from it entirely. Brent runs Spectra Markets and remains one of the sharpest currency traders I know. His survey revealed that zero-revenue AI plays and debt-heavy infrastructure names are getting hammered while companies with actual cash flows hold up better. The...

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Will the AI Bubble DESTROY the Middle Class? | Bruce Mehlman

2025-11-14

by John Mauldin

Bruce Mehlman is one of Washington’s sharpest political strategists. We dive deep into the recent government shutdown—why it happened, who won, and what it means for investors. Bruce also breaks down the Democratic sweep in November’s off-year elections, the AI bubble, and the economic tailwinds Wall Street is ignoring: massive foreign investment commitments, banking deregulation, and surprisingly strong corporate earnings. We also discuss the...

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The $12 Trillion Bubble’s Final Stage Has Begun | Jared Dillian

2025-10-31

by John Mauldin

Are we living through 1997/98 all over again? Former Wall Street trader Jared Dillian breaks down why today’s tech market looks eerily similar to the dot-com bubble—but we're not at the peak yet. We dive into the troubling rise of circular deals, where companies like Nvidia are investing billions in their own customers—just like Cisco did in the late nineties. Jared reminds us that “it’s never different.” We haven’t had a real bear market in 17...

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The Fatal Mistake That’s Handing the AI Race to China | Jacob Shapiro

2025-10-24

by John Mauldin

Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race. Jacob compares AI to containerization, arguing the real opportunities lie in companies that leverage AI for productivity, not AI companies themselves. You’ll also hear about India’s potential as a tech superpower—and why protecting proprietary data matters more than most companies realize. We also discuss Taiwan’s strategic importance,...

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The Fed Is About to Unleash a Market Frenzy | Ed Yardeni

2025-10-20

by John Mauldin

There’s a pattern with Dr. Ed Yardeni’s predictions: he’s usually right. In our new interview, Dr. Ed explains why the labor market is in a “funk,” how retiring baby boomers are propping up consumer spending, and how AI is impacting entry-level hiring. We also discuss why lowering rates could create a melt-up in the markets, China’s economic challenges, and whether the price of gold will reach $10,000 by the end of the decade. Get Dr. Ed’s take...

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Why Your Landlord Is Getting RICH (And You’re Not) | Barry Habib

2025-09-12

by John Mauldin

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563Z10/YTB MBS Highway founder Barry Habib delivers some uncomfortable truths about the US housing market. If you're wondering why your mortgage payment feels impossible or why your kids can't afford to move out, this conversation explains why. Barry walks through the real numbers behind housing affordability—spoiler: it's not just about high prices. He explains why the...

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Wall St Veteran Warns a “Bigger Drawdown” is Coming This Fall | Jared Dillian

2025-07-24

by John Mauldin

Could another tariff shock rattle the markets? It’s been a quiet summer for most investors. Jared Dillian doesn’t expect that to last. For Jared, the spring tariff meltdown broke the market—for good. And we may be due for a second tariff-driven sell-off this fall. From the Fed’s future leadership to a looming boom in commodities, Jared shares his insights on how investors should navigate these uncertain times. Find Jared Dillian’s latest...

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