Category Archive: 6b.) John Mauldin

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US markets: Systemic Calamity | Felix Zulauf

2022-12-07

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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.

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Pro Investor: “The Bear Market Ended in June”

2022-12-02

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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 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...

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Billionaire David Rubenstein REVEALS Key Insights from Top Investors

2022-11-25

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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 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...

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Invest in the Best, with Keith Fitz-Gerald

2022-11-18

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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 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,...

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

2022-11-15

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#shorts #finance

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John Mauldin: Understanding the Threats in the Global Financial Markets

2022-11-11

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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 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...

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Ex-Wall Street Trader Explains Why Now Is the Time to Fight the Fed

2022-11-03

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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. “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...

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2023 Stagflation Scenarios… and 3 Sectors to Own Now

2022-10-28

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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 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...

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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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