| 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 implode—like Japan’s in the 1980s For more of John Mauldin’s macroeconomic insights, subscribe for free to his weekly e-letter, Thoughts from the Frontline: https://www.mauldineconomics.com/frontlinethoughts?utm_campaign=JM-003&utm_content=JM003Z10&utm_medium=EM&utm_source=mec Video Time Stamps _________________________ 0:00 – Introduction 1:04 – The potential crises brewing around the globe 3:14 – Why the Fed won’t pause and pivot 7:21 – The end of cheap money 9:34 – The hypocrisy of energy policy 13:43 – How floating “mini-nukes” could help the US decarbonize 20:17 – Is China turning into the next Japan? 24:34 – Where the next financial crisis could come from |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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