Category Archive: 6b.) John Mauldin

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A Toxic Brew for Pension Funds

2022-10-21

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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 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...

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Real Estate Expert: Mortgage Rates Heading Below 5%

2022-10-14

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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 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...

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Is Global Unhappiness Affecting Your Investments? | Global Macro Update

2022-10-07

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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/JM499L/MEC This week, I speak with Jon Clifton, CEO of polling company Gallup and author of WSJ best-seller, Blind Spot: The Global Rise of Unhappiness and How Leaders Missed It. In this edition, you’ll hear: • Why non-traditional indicators like well-being and happiness can...

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How Nuclear Energy Could Save the World | Global Macro Update

2022-09-29

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If you like Global Macro Update, sign up for our free weekly e-letter, which gives you a brief summary and the full transcript of the week’s video interview: https://www.mauldineconomics.com/go/JM499L/MEC This week, I spoke with Spencer Abraham, former US secretary of energy under President George W. Bush. Spencer currently serves as chairman of the board at Uranium Energy Corp. He was joined by Amir Adnani, founder and CEO of Uranium Energy...

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Putin’s next move in Ukraine… | Global Macro Update

2022-09-23

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George Friedman, founder and chairman of Geopolitical Futures, and I discuss Russia’s likely next steps in the war, Russia’s diminished stance in the international community, and the probability that Putin will resort to nuclear weapons. In this edition, you’ll hear: ● What Russia’s most likely to do next ● Would Putin really use tactical nuclear weapons? ● How Russia’s historically poor logistics could affect the war ● Why Putin's partial...

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Fed Policy and Monetary Velocity with Dr. Lacy Hunt – Global Macro Update

2022-09-16

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This week I spoke with Dr. Lacy Hunt, executive vice president of Hoisington Asset Management and author of both “A Time to Be Rich'' and “Dynamics of Forecasting: Financial Cycles,Theory and Techniques.” We discussed the consequences of the Federal Reserve’s actions, the impact of higher interest rates, and the durability of inflation. In this edition you’ll hear Lacy and I discuss: - How the Fed’s slow shift from “lender of last resort” to...

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Energy Short and Long Term – Global Macro Update

2022-09-09

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This week I spoke with Sam Rines, Managing Director of Corbu Research and author of After Normal: Making Sense of the Global Economy. We discussed the oil and energy markets and the US economy, inflation, the Fed, and geopolitical tensions… In this edition, you’ll hear Sam Rines and me discuss: - Why the long-term outlook for oil and natural gas is very bullish… - How Qatari LNG could offset a significant amount of Russian energy dependence…...

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The Great Age Reboot – Global Macro Update

2022-09-02

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This week, I spoke with Dr. Michael Roizen, Chief Wellness Officer at the Cleveland Clinic, and author of “The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow.” We talked about how current science and technology will revolutionize our ability to live longer and live better. We also discussed the economic and policy implications that come with longevity as a disruptor. In this edition, you’ll hear Dr. Roizen and me discuss:...

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The gates of hell???—Global Macro Update

2022-08-26

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The gates of hell??? – Global Macro Update Today I spoke with Louis Gave, CEO of Gavekal Research. We discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond. In this edition you’ll hear Louis and me discuss: - Why Europe could be heading into a serious political crisis over the next 6 months… - Why inflation is highly unlikely to return to 2%... - Why...

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The dangers of decoupling from China…—Global Macro Update

2022-08-19

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Today I spoke with Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory. We discussed China’s economic role in the global economic ecosystem as well as US/China great power competition. In this edition you’ll hear Emily and me discuss: • How relationships between the US and China are deteriorating and why that trend will likely continue… • Why US regulatory controls will likely...

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A coming conflict with China? – Global Macro Update

2022-08-05

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Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term effects Nancy Pelosi’s visit could have on US-China relations, and much, much more. In this edition, you’ll hear Jacob and me discuss: ► What Putin really wants, and why the Russia-Ukraine conflict is likely far from over… ► Why Nancy Pelosi’s visit is really the 4th Taiwan Strait crisis… ► How restoring normal trade relations...

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The Unknown Future of Food Prices – Global Macro Update

2022-07-29

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Today I spoke with economist and agriculture expert Dan Basse of AgResource. The discussion was more than I expected—the US and the world are facing serious food security issues.

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Is Clean Energy Dead?! | Global Macro Update

2022-07-22

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In this episode of Global Macro Update, Ed D'Agostino and Amy Myers Jaffe discuss how digital technology could reshape world energy markets… what this could mean for the future of oil… the convergence of automation, artificial intelligence, and big-data analytics…plus much more. Amy Myers Jaffe is the research professor and managing director of the Climate Policy Lab, Fletcher School of Law and Diplomacy, Tufts University, and author of Energy’s...

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Global Macro Update with Ed D’Agostino and George Friedman

2022-07-15

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In this episode of Global Macro Update, Ed D'Agostino and George Friedman, founder and chairman of Geopolitical Futures, discuss the very sad news of the assassination of former Japanese Prime Minister Shinzo Abe last week and… the massive geopolitical story the mainstream media is overlooking… and why Japan’s Liberal Democratic Party strongly favors eliminating Article 9 and what that means for the Pacific… and much more. To learn more about...

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Global Macro Update With Ed D’Agostino and Peter Boockvar

2022-07-08

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In this episode of Global Macro Update, Ed D'Agostino and Peter Boockvar, chief investment officer and portfolio manager for Bleakley Advisory Group, discuss unique challenges in today’s inflationary environment. Peter discusses how many investors have never lived through an investing environment like today’s and why that matters… how what happens at the ECB affects the US Fed and vice versa… the unique challenges facing central banks in combating...

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Global Macro Update With Ed D’Agostino and John Mauldin

2022-04-15

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In this episode of Global Macro Update, Ed D’Agostino and John Mauldin, co-founder of Mauldin Economics, discuss the most challenging environment for investors in years, the near daily shifting global landscape, the likelihood of the Fed engineering a “soft landing” and much more. If you enjoyed this interview and want more incisive commentary on the most important global economic issues, take a look at the speaker lineup for the upcoming Strategic...

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Global Macro Update With Ed D’Agostino and Jacob Shapiro

2022-04-08

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In this episode of Global Macro Update, Ed D'Agostino and Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, discuss what's next in the Russia / Ukraine conflict and the frightening effects of disruptions to the global supply chain. To learn more about Jacob Shapiro and Cognitive Investments click here - https://www.cognitive.investments/Jacob-Shapiro If you enjoyed this interview and want more incisive commentary on the...

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Global Macro Update with Ed D’Agostino and Gary Shilling

2022-04-01

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In this episode of Global Macro Update, Mauldin Publisher Ed D’Agostino and Gary Shilling discuss sector winners and losers from the Russia-Ukraine war… why we might already be in recession… the Fed’s next move… and more.

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Global Macro Update Ed D’Agostino and Bruce Mehlman

2022-03-23

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Mauldin Economics is a leading provider of high-level market analysis and strategy. Our research-driven approach puts us in touch with decision makers on Wall Street and in Washington, DC. Our mission is to serve investors the best financial perspectives available so they can make better decisions in the markets. To learn more about how Mauldin Economics can help you make better investing decisions, sign up to receive free resources from our...

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Ed D’Agostino and George Friedman Discuss Russia and the Ukraine… What does it mean for you?

2022-03-11

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Ed D'Agostino of Mauldin Economics speaks with George Friedman, founder of Geopolitical Futures, about the Russia/Ukraine conflict and what the current political climate means for investors and the world at large.

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