John Mauldin: Understanding the Threats in the Global Financial Markets
2022-11-11
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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
A Toxic Brew for Pension Funds
2022-10-21
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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
Is Global Unhappiness Affecting Your Investments? | Global Macro Update
2022-10-07
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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
How Nuclear Energy Could Save the World | Global Macro Update
2022-09-29
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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 Corp.
We discussed America’s dangerous dependence on Russian uranium, the looming energy crisis in Western Europe, modern solutions to provide reliable baseload power to US households, and much more…
In this edition, you’ll hear Amir, Spencer, and me discuss:
● Why public policy is the greatest threat to clean energy for America
● Why 1 in 5
Energy Short and Long Term – Global Macro Update
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
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