Category Archive: 6b.) John Mauldin

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Do Third Parties Matter in U.S. Elections? A Deep Dive with Frank Luntz

2023-12-22

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Today’s guest, renowned political pollster Dr. Frank Luntz, believes the once absurd thought of the two leading presidential candidates debating each other while one wears prison orange and the other receives geriatric medical support is, in fact, a possibility. Yet, 70% of Americans don’t want a Trump vs. Biden rematch. Have we finally reached the point where a third-party candidate could win? Dr. Luntz shares invaluable insights on the 2024...

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Ex-Fed Economist Claudia Sahm on Global Dynamics, Politics, and the Economy

2023-12-15

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Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. And families are bringing in more money than they have in years. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect between the rosy economic data and how people perceive things. Please be sure to subscribe to Global Macro Update on the Mauldin Economics website. Subscribers get a free weekly email with a link to each new video,...

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Massive Hedge Fund Cluster: 70% of Assets in Just 10 Stocks | Zulauf

2023-12-12

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Is this concentration a strategy or a sign of market myopia? Watch the full conversation and expert financial foresight on our channel. #shorts #finance #zulauf #globalmacroupdate

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The Collapse of the Unipolar World | Felix Zulauf

2023-12-08

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When Felix Zulauf has a hunch, he’s usually right. Mauldin Economics Publisher Ed D’Agostino interviews Zulauf, the former head of UBS’s institutional portfolio management group and the founder of Zulauf Consulting, about the end of the multipolar world and where the markets are headed. Please be sure to subscribe to Global Macro Update on the Mauldin Economics website. Subscribers get a free weekly email with a link to each new video, additional...

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Investing as a Life Hedge and Opportunities in Emerging Markets | Jared Dillian

2023-12-01

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Argentina may have finally done something right. Mauldin Economics Publisher Ed D’Agostino interviews Jared Dillian, author of the soon-to-be-released book No Worries and Editor of The Daily Dirtnap, about investing in emerging markets, Argentina’s new anarcho-capitalist president-elect, and how to build a “life hedge” into your portfolio. Preorder Jared Dillian’s new book, No Worries, here: https://www.jareddillianmoney.com/go/JD037MS0014/MEC...

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China’s GDP Mirage, Investment Risks, and Financial Overhaul with George Magnus

2023-11-10

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China wants to de-risk its economy away from the US and US allies. As former UBS economist George Magnus put it in this episode of Global Macro Update, China has been “pursuing policies that we would now call decoupling” for the past 10 or 15 years. Its goal is to “establish dominant market shares of 70% or more in a range of modern industries at the frontier of science and technology.” George is the author of several books, including Red Flags:...

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No Coincidence: US Enemies Foment War Across the Globe

2023-10-27

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“Usually, coincidences don’t exist in geopolitics.” Mauldin Economics Partner & COO Ed D’Agostino speaks to Jacob Shapiro of Cognitive Investments about military tensions running hot across the globe. The Israel-Hamas war is top of mind. But at the same time, Kosovo is pointing fingers at Serbia over a gun battle at a monastery. China’s Coast Guard rammed into a Philippine boat in contested waters in the South China Sea. And the war in Ukraine...

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Former CIA Director on Israel, Ukraine, and China | General Petraeus

2023-10-17

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Few people bring together as much expertise on the military, geopolitics, and investing as former CIA Director General David Petraeus, who is currently a partner at global investment firm KKR. General Petraeus is also the co-author of a new book, Conflict: The Evolution of Warfare from 1945 to Ukraine. Learn more here: https://www.harpercollins.com/products/conflict-david-petraeusandrew-roberts?variant=41006278508578 In this episode of Global...

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The Geopolitics of Reshoring: A New World Order

2023-10-13

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Mexico is now the #1 US trading partner. This is no fluke. Mexico has the second-cheapest labor costs in the world, right behind India. China has slipped to number seven. These are all pieces of an unstoppable, multi-industry investing megatrend that the Mauldin Economics Macro Team is tracking. Find out where they see investable opportunities in this megatrend, including three specific companies on their Watchlist. Time stamps: 00:00 –...

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Why Uranium Prices Are Skyrocketing: Expert Insights with a Uranium CEO | Amir Adnani

2023-09-29

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The US cannot rely on Russia and its satellite states for uranium anymore. Mauldin Economics COO Ed D’Agostino and Uranium Energy Corp. CEO Amir Adnani talk US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies. You can learn more about Amir Adnani here: https://www.uraniumenergy.com/about/meet-the-team/officers-and-directors/ Stay informed on the big trends by subscribing...

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End of an Era: Jacob Shapiro on Why Globalization Was a 30-Year Aberration

2023-09-22

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Mauldin Economics COO Ed D’Agostino interviews the master of nuance Jacob Shapiro, a partner at Cognitive Investments and co-founder of Geopolitical Futures with the legendary George Friedman. Jacob breaks down why the last 30 years of globalization were an aberration, how it started to unwind with Obama’s tire/poultry trade war, and which country will become “the next China.” You can learn more about Jacob Shapiro here:...

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Powell’s Singular Focus, Housing Stagflation & Avoiding a Kinetic Battle with China | Peter Boockvar

2023-09-15

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Bleakley Advisory Group CIO Peter Boockvar shares the only thing Fed Chair Jerome Powell cares about, why new housing construction is about to plummet, and what dog food says about the economy. Boockvar says talk of China’s economic Armageddon is overblown and highlights why that’s good for everyone. You can learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-advisory-group-as-chief-investment-officer Stay...

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What the WSJ Gets Wrong About China with Louis Gave

2023-08-31

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Mauldin Economics COO Ed D’Agostino talks to Louis Gave, CEO of Gavekal Research, about China’s so-called economic crisis, the Fed’s unspoken third mandate, and “the real story of the summer.” You’ll also hear about Louis Gave’s top investment themes, the future of reshoring, and what the United States’ $30+ trillion debt train means for the US dollar. You can learn more about Louis Gave here:...

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What Uranium Bulls Get Wrong & How Bill Gates Is Backing Nuclear with Jan Stuart

2023-08-25

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Jan Stuart has one of the most fascinating jobs in finance. As an energy analyst at investment bank Piper Sandler, he not only monitors trends in the energy markets, but also the spiderweb of geopolitical forces that affect how (and if) 8 billion people across the globe keep the lights on. In the latest Global Macro Update interview, Jan and Mauldin Economics COO Ed D’Agostino discuss nuclear energy’s “green” makeover, the private support Bill...

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Space Wars, Taiwan Under Siege, and “Rich Men North of Richmond” with Dr. Pippa Malmgren

2023-08-18

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I am very excited to have Dr. Pippa Malmgren as my guest this week. Our discussion touches on a wide spectrum of strategic hot spots, including the state of modern warfare. The war theater has changed, advises Pippa, and the new battlefield has moved into space. It’s the new race to control what’s orbiting the planet. We live in a GPS-dominated world, which completely relies on satellites. If an adversary knocks out the right satellite—and this...

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Fentanyl & Cartels: China’s Deadly Drug War with the US | Allison Fedirka

2023-08-11

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US trade with China is way down with one disturbing exception: fentanyl. Thousands of Chinese companies are capable of manufacturing ingredients needed to produce the drug and exporting them to the West, along with instructions on how to create fentanyl powder. Many of these companies are state-owned enterprises, according to Allison Fedirka, my guest this week. She says there is no denying that China’s government is involved with the fentanyl...

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Rates, Housing, Inflation, and Zombies with Barry Habib

2023-08-04

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Zombie companies need cheap money to survive. Cheap money is a thing of the past, and casualties are piling up. It’s a familiar script: borrow money to fund growth, and compete on price. That business model fails when interest rates rise quickly. As debt-burdened, low-cost providers get squeezed by higher rates, more will fail. The irony is that culling weak companies may actually be inflationary—a knock-on effect the Fed will not welcome. My guest...

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The Power of Price and Margin Strategies | Samuel Rines

2023-07-28

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When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. The move made perfect sense, says Samuel Rines, Managing Director at Corbu, LLC, as pricing helped maintain margins. It’s a strategy he has dubbed “price and margin” (PAM). And as input costs retreated and prices stayed steady, the money fell to the bottom line. It’s one of the things...

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Get Elected and Profit Like Pelosi

2023-07-21

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Trust in elected officials has been in steady decline for decades. It’s hard to decide if members of Congress and other elected officials are self-serving or civil servants. One thing is certain—many are getting richer while in office. They are investing based on insider knowledge. If you or I did that, we’d go to jail. If you are in Congress, it’s perfectly legal. Matt K. Lewis just released a book on this topic, and he pulls no punches. Filthy...

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ESG: Trillions Squandered and Zero Progress

2023-07-14

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The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize. Instead, the blind acceptance of ESG precepts has resulted in trillions of dollars being misallocated and zero progress toward its principle target: climate change. Terrence Keeley, author of Sustainable: Moving Beyond ESG to Impact Investing, shows how ESG got the ideology right and the...

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