Category Archive: 6b.) John Mauldin

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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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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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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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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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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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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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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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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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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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 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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