Global Macro Update With Ed D’Agostino and Peter Boockvar

2022-11-18

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, market educator, and a frequent guest on FOX Business News and other preeminent business media, about topics like: today’s most and least trustworthy investments… do you want to be right, or do you want to be profitable?… and how to build a reliable framework for your investing strategy.
Here are some of the things we discuss:

● What

2022-11-11

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 today, could create a very serious crisis.

In this edition, you’ll hear John and me discuss…

● Why the Fed needs to “drive a stake through the heart of inflation”
● What the looming worldwide debt crisis could mean for you and your portfolio
● The massive disconnect between ESG policies and global energy needs
● Why Chinese real estate could

2022-11-03

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 Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing.

In this week’s edition, we discussed:

● Why we could be on the cusp of a new bull market—despite signs to the contrary
● From green to red: What the Fed’s conflicted messaging means for you and your portfolio
● The two catalysts that could drive the S&P to

2022-10-21

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 financial markets like a wrecking ball…

● Why the UK bond market might be a threat to the entire global financial system
● Why the global repricing of interest rates is hitting financial markets like a wrecking ball
● What happens when pension funds get margin calls
● The little-known risk hidden in this $32 trillion market
● The two ingredients

2022-10-07

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 have a critical impact on companies’ performance
• The strange reason why the US ranks higher in happiness now
• How the widening gap between the haves and have-nots threatens a greater cultural rift
• Two emotional factors that increase the risk of dying by up to 50%
• Why global leaders are missing the importance of well-being as a metric

To

2022-09-09

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…
– Why Russia halting natural gas exports to Europe likely won’t have the catastrophic effects the media fears……
– What Fed actions could mean for emerging market economies…
– Why we could feel the ripple effects of COVID for the next 5-10 years…

Samuel Rines’ new book, After Normal: Making Sense of the Global Economy, is available for

2022-09-02

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:

– Why people living to 100, 120, or even 130 years old will become increasingly common—and how life past 100 may not look like what you expect…
– How induced tissue regeneration could potentially eliminate obesity…
– Two breakthrough anti-aging technologies that have moved from clinical trials into human testing…
– What actions you should

2022-07-29

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.