Category Archive: 6b.) John Mauldin

How to Survive the Debt Ceiling Crisis with David Kotok

The debt ceiling debate has been reduced to a political fight between the parties. But the ramifications of the debt standoff are already being felt in the debt markets, and it is costing billions of dollars. In this episode of Global Macro Update, I talk with David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors (https://www.cumber.com/). He and I are also active members of the Global Interdependence Center...

Read More »

Office Implosion or Opportunity? | Capital Market Pros Brad Zampa & Russell Ingram

The work-from-home trend has had a devastating impact on office buildings across the country. Will this go on forever? How have rising interest rates added to the problem, and is office real estate a problem for US banks? These are the questions I posed to two senior-level professionals at CBRE, a global leader in commercial real estate services and investments. Russell Ingrum is Vice Chairman and Senior Partner, CBRE Texas Capital Markets. Brad...

Read More »

Banking System at Risk? Housing Expert Barry Habib on the Return of MBS

You may remember the acronym MBS from the ’07–’08 financial crisis. Michael Lewis's book and then movie, The Big Short, taught us all about how the mortgage-backed securities (MBS) market almost blew up the global financial system. Well, today, mortgage-backed securities are back in the news… In this week’s episode of Global Macro Update, Barry Habib, founder and CEO of MBS Highway, joins Ed D’Agostino to discuss the role of mortgage-backed...

Read More »

Can The Fed Achieve Its Goal Without Causing a Massive Recession? | Dr. Ed Yardeni

The economy, as any investor knows or will quickly learn, is not the same as the stock market. What’s happening today resembles the Great Inflation of the 1970s. Talk of stagflation, recession, and hard and soft landings—it can make your head spin to see how quickly things have unfolded. In this week’s episode of Global Macro Update, Dr. Ed Yardeni, president of Yardeni Research, joins Ed D’Agostino to discuss today’s urgent storylines,...

Read More »

Rising Prices and Shifting Economic Paradigms: The PoV Revolution | Samuel Rines

Inflation in the system is much stickier than people anticipated. Corporations are passing on prices to the everyday consumer, and we’ve yet to see any sort of mitigation. It begs the question: How high can prices go before there’s a breaking point when consumers begin to push back? In this week’s episode of Global Macro Update, Samuel Rines, managing director of Corbu LLC, joins Ed D’Agostino to discuss how today’s inflationary environment boils...

Read More »

How to Thrive in an Age of Uncertainty: Insights from Bruce Mehlman

The world is out of balance. The disruptive changes that were already rewiring the economy, geopolitics and US culture accelerated over the past 3 years, and a predictable backlash began. But we are nowhere close to a “new normal.” That’s a quote from Bruce Mehlman’s latest presentation, “Disequilibrium.” In this week’s episode of Global Macro Update, Ed D’Agostino and Bruce, who is the head of Mehlman Consulting, a bipartisan Washington, DC...

Read More »

2023 Market Predictions from $40B Portfolio Manager | Jason Brady

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 Investors are finally getting paid to save again. What are the top opportunities for fixed-income earners right now? Ed D’Agostino talks to Jason Brady, president and CEO of Thornburg Asset Management. Topics include: • How the markets have returned to normal • The...

Read More »

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...

Read More »

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...

Read More »

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...

Read More »

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.

Read More »

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...

Read More »

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...

Read More »

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,...

Read More »

John Mauldin: The truth about the secret cabal that runs the government

#shorts #finance

Read More »

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...

Read More »

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...

Read More »

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...

Read More »

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...

Read More »

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...

Read More »