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PODCAST

Global Macro Update

Mauldin Economics

What"s really driving US and world events? What are the real motives for Putin"s and Xi Jinping"s actions? How will the latest crisis affect your personal life and investments? Global Macro Update with Mauldin Economics Publisher Ed D"Agostino is a deep dive into current macroeconomic world affairs—from black-swan events to the chess moves of global leaders and market makers. Every week, Ed interviews top experts in geopolitics, economics, finance, and industry to deliver their inside scoops

business investing

All Episodes

47:22

The Fully Invested Bear

Global Macro Update ·

2025/12/11

This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does.

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38:42

The New VC Playbook

Global Macro Update ·

2025/12/05

Everyone worries AI will take their job. Steve Lord thinks we'll hit a bigger wall first: power. Lord is COO of Burkland Associates, which works with Andreessen Horowitz and dozens of other top VC firms. Hear about the infrastructure bottleneck facing AI, what went wrong with crypto's original promise, and Lord's advice for founders trying to raise capital in today's market.

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54:42

The Mania Begins

Global Macro Update ·

2025/11/26

CrossBorder Capital founder Michael Howell built his framework for tracking global liquidity while at Salomon Brothers. His central thesis: the ratio between debt and liquidity predicts financial crises and asset bubbles. Howell explains why the $350 trillion global debt pile requires $70 trillion in annual refinancing, how ZIRP created the "everything bubble," and what happens when the bill comes due.

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39:30

Will OpenAI be the Yahoo! of the AI Era?

Global Macro Update ·

2025/11/21

While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 billion valuation is defensible, and why 65% of respondents would short it. Plus, why Buffett just bet on Google.

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29:30

Will the AI Bubble Squeeze the Middle Class?

Global Macro Update ·

2025/11/14

Bruce Mehlman unpacks the government shutdown, the recent Democratic sweep, and the AI bubble. Then he pulls out his crystal ball for the 2026 midterms and 2028 presidential predictions.

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20:44

We're Back to 1997/98?

Global Macro Update ·

2025/10/30

Everyone is wondering if we're in another tech bubble. There's a mad rush to invest in AI, and tech companies are breaking valuation records, with Nvidia leading the charge. My friend Jared Dillian believes we're back in 1997/98. Hear why on today's episode.

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45:09

The Fatal Mistake Handing the AI Race to China

Global Macro Update ·

2025/10/24

Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race, India’s potential as a tech superpower, and how drug cartels impact Mexico’s relationship with the US.

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36:32

Ed Yardeni: Why the Recession Still Isn’t Here

Global Macro Update ·

2025/10/20

There’s a pattern with Dr. Ed Yardeni’s predictions: he’s usually right. Today, Dr. Ed explains AI’s impact on the labor market, how boomers are propping up consumer spending, and what the Fed should do next. You’ll also hear his take on China, rising gold prices, and the Mag 7 by listening now.

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35:41

Why Your Landlord Is Getting RICH (And You're Not)

Global Macro Update ·

2025/09/12

MBS Highway founder Barry Habib says mortgage rates could drop below 6%, warns about supply-demand imbalances, and unpacks emerging threats from AI job displacement that could impact homeownership and wealth creation.

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19:14

Large-Cap Growth Gives Way to Small-Cap Value

Global Macro Update ·

2025/08/22

Large-cap growth has been on fire for 15 years, but that streak may finally be coming to a close. As Big Tech’s summer rally fizzles out, small-cap value stocks are showing signs of life. In this interview, Jared Dillian breaks down the concept of a “style-box rotation,” explaining why small-cap value may be poised for a powerful turnaround.

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22:35

Could Another Tariff Meltdown Lie Ahead?

Global Macro Update ·

2025/07/25

“Anytime Trump says something, it is harmful to my positions.” For commodities trader Jared Dillian, the spring tariff meltdown broke the market for good. And we may be due for a second tariff-driven sell-off this fall.

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35:38

A Regime Change for Global Trade

Global Macro Update ·

2025/04/25

The simultaneous sell-off of stocks, bonds, and US dollar is a big deal. Brent Donnelly from Spectra Markets explains how broken trust has left permanent scars on US trade policy: “Once an action has been taken, you can remove the action, but then there's still going to be some damage.”

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29:40

Will the trade war become a currency crisis?

Global Macro Update ·

2025/04/18

All trade wars have a currency effect, but what happens when nations drive down their currencies to counter US tariffs? John Mauldin explains why he doesn’t believe China is using US treasuries as a weapon—and where the trade war will hurt most.

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28:25

Too Late for Portfolio Insurance?

Global Macro Update ·

2025/04/11

There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, at least one investor (our old friend Jared) was making money after spending the past few months positioning himself for a week like this one. Part of his strategy involves using options, but not for speculation…

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35:16

Private Equity: Too Big to Fail?

Global Macro Update ·

2025/04/04

Private equity is buying up America—everything from nursing homes to the local plumbing business. Some are calling it a bubble, with the value of global private equity deals reaching $2 trillion in 2024. Brendan Ballou, author of the new book Plunder, says the real trouble with PE comes from weak regulations that incentivize bad decisions.

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40:12

Ukraine’s Playbook for Defeating Russia

Global Macro Update ·

2025/03/28

Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner. There is a risk this will happen with Ukraine, though President Trump is eager to force a settlement. BCA Research Chief Strategist Marko Papic joins us to unpack what happens next.

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33:47

Inflation Is Over

Global Macro Update ·

2025/03/14

Inflation is dropping quickly, but you wouldn’t know it from the headlines. Danielle DiMartino Booth explains why, highlighting layoffs and other underreported recession signals. As she’s said before, “There is no greater drag on inflation than job loss.”

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30:38

More Geopolitical Chess with George Friedman

Global Macro Update ·

2025/03/12

George is back! Over half a million people caught my last interview with George shortly after the US and Russia began settlement discussions about Ukraine. Today he responds to the animated comments that followed, explaining why Russia cannot wage war in Europe, NATO's diminishing relevance, and how the flurry of activity at the White House compares to Roosevelt's first hundred days in office.

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26:53

Deflationary Tariffs?

Global Macro Update ·

2025/03/07

Former Wall Street trader Jared Dillian is here to talk deflationary tariffs, troubling signs from the housing market, the rising risk of a recession, and why he’s “super bullish on bonds.”

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39:31

It’s Bird Flu Season

Global Macro Update ·

2025/02/28

In the US, 10% of commercial egg-laying hens have died from the bird flu in the last eight weeks. Egg prices are set to soar another 41% this year. Are we in for another pandemic? Cumberland Advisors co-founder David Kotok discusses the economic domino effects of pandemics across history.

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99 results

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