| Turn on the financial news right now and you would think the world is ending. Fear sells. It always has. But my conversation with John Mauldin this week highlights exactly why investing based on the latest headline is a massive mistake. While the media pushes panic about geopolitics and economic collapse, the actual data tells a completely different story. We are seeing blowout bank earnings, compounding corporate profits, and consumers who are still out there spending money. John and I sat down to discuss the danger of letting clickbait dictate your financial decisions. If your portfolio needs to be adjusted every time a scary news alert hits your phone, you have the wrong strategy. You need a resilient approach that ignores the daily panic. That is exactly why we host the Strategic Investment Conference every year. We cut through the noise and bring together the smartest minds in finance to look at what is actually happening. No agendas and no clickbait. Just reasonable, data-driven voices like Jim Bianco, Mark Mills, Tyler Cowen, and a few experts you won't hear anywhere else. Join us at the SIC starting May 4th. You can get your pass here: https://www.mauldineconomics.com/sic-2026-order-main?utm_source=YTB&utm_medium=GM&utm_campaign=jm-603&utm_term=260424&utm_content=JM603GM400222 Stay ahead of the macro curve: Sign up for my free weekly newsletter, Global Macro Update: https://www.mauldineconomics.com/global-macro-update 00:00 The problem with clickbait financial news 02:44 The massive disconnect between headlines and corporate profits 04:08 Why we created the Strategic Investment Conference 06:19 How to build an anti-fragile portfolio |
You Might Also Like
The New “Hemispheric Doctrine”: How the US Is Redrawing the Global Map | Jacob Shapiro
2026-03-13
Geopolitical strategist Jacob Shapiro is back to break down the second- and third-order effects of the US-Israel coordinated military action in Iran—and what it means for global markets, energy, and the future of the Middle East.
Jacob lays out three major macro themes he’s been wrestling with: the end of the Gulf states’ vision as safe havens for global capital, the unprecedented vulnerability of the Strait of Hormuz as an energy chokepoint, and what this conflict reveals about the accelerating shift toward a multipolar world.
Also, the “why now?” question behind the strikes, the role of the IRGC and why the Venezuela playbook doesn’t work in Iran, China’s strategic positioning, and more.
Find out more about Jacob Shapiro here: https://jacobshapiro.com/
Sign up for Ed D’Agostino’s
Tags: Featured
1 pings