Category Archive: 6b.) John Mauldin

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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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Do we need AI regulation? #shorts

2023-07-14

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There are pros ans cons to AI regulation. The biggest fears are AI technologies could pose risks to our privacy and human dignity, potentially harming our fundamental liberties. :grimacing: #artificialintelligence #airobot #financeai #fintech #fintech #chatgpt #chatgpt4 #government #governmentregulation #governmenttechnology

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How will A.I. change your doctor visits? #shorts

2023-07-12

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Artificial Intelligence software mah eventually automate routine tasks, freeing healthcare providers to focus on more complex and value-added tasks #artificialintelligence #airobot #financeai #fintech #chatgpt #chatgpt4 #tech #aihealth #aihealthcare

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How will A.I. change your education? #shorts

2023-07-09

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Artificial Intelligence software will eventually provide teachers with analytics to understand how their students are grasping concepts and where their weaknesses lie. Giving teachers essential information on what to teach, and how to teach it. #artificialintelligence #airobot #financeai #fintech #chatgpt #chatgpt4 #tech #aieducation #educationtechnology

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Is my job safe from the AI takeover? #shorts

2023-07-09

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No one is certain the exact impact AI will have on the workforce but the growth of AI likely means more than just a shift from humans to machines in the workplace #artificialintelligence #airobot #finance #fintech #chatgpt #technology #tech

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How Will A.I. Change The Way I Do My Job? #shorts

2023-07-07

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Some predict there will be "people who tell computers what to do and people that are told by computers what to do." #artificialintelligence #airobot #airobots #finance #fintech #chatgpt #jobs #techjobs

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Will Artificial Intelligence Take Your Job? #shorts

2023-07-04

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Should you worry about AI robots stealing yout job one day? #artificialintelligence #robots #airobot #fintech #chatgpt #finance

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Profit from Sector Rotation with JC Parets: A Technical Analysis Perspective

2023-06-30

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If you listen to the financial media, you would think seven stocks are responsible for “the market’s” gain this year. But the charts are telling us otherwise. Almost every sector is up double digits since last June. To understand what’s happening in the markets, this week we connect with market technician JC Parets. JC is the founder and chief analyst at All Star Charts. The company offers daily market commentary and a technical analysis platform...

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Is College Still Worth It? The Spiraling Cost of Education with Gary Shilling

2023-06-16

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The cost of college has risen so much that more than half of Americans no longer think a college education is “worth it.” We have reached the point where the cost of a four-year degree will likely be the second-largest expenditure in your lifetime, second only to your house. Students are literally mortgaging their futures to pay for college. Colleges today are experiencing falling enrollment. They’ve created their own crisis. What happens next...

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Don’t Fear AI: But Watch Out for These Industries and Jobs | Primer on AI with Stephen McBride

2023-06-09

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Artificial intelligence (AI) is the lifeblood of the technologies driving today’s global disruptions. And 2023 is the year that AI has been catapulted from novel idea to being on everyone’s radar. The AI narratives span from the promise of a George Jetson future to fears of a dystopian takeover by AI-empowered robots—and everything in between. To help sort all of this out, I reached out to AI expert Stephen McBride. He surveys the AI landscape...

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The 4 Addictions: A Framework for Understanding the Global Shifts in 2023 – with Bruce Mehlman

2023-06-02

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The world did not return to its business-as-usual, pre-pandemic normal. Instead, we are currently in a transition phase characterized by what Bruce Mehlman calls The Four Addictions. Bruce Mehlman is a partner at Mehlman Consulting (https://mehlmanconsulting.com/team-member/bruce-p-mehlman), and previously served as Assistant Secretary of Commerce for Technology Policy under President George W. Bush. He has over two decades of experience in...

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How to Survive the Debt Ceiling Crisis with David Kotok

2023-05-26

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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...

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

2023-04-07

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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...

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

2023-03-24

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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...

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

2023-03-10

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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,...

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

2023-03-03

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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...

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

2023-02-24

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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...

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

2023-02-03

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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...

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