About this podcast
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 straight to your doorstep.
Episodes
The newest 20 of 113 episodes
- We're Already in an Inflationary Boom · 45 minLakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), discusses the intricacies of economic cycles, inflation forecasting, and the impact of policy…
- Incentives Always Beat Intentions · 27 minStephen McBride, co-founder of the Rational Optimist Society and chief analyst at investment research firm RiskHedge, shares his framework focused on disruption, the importance…
- The Fed's "72D Chess" Playbook · 23 minA hedge fund nearly blew up in a single week—not because of a bad bet, but because of leverage. And that's a problem the US government knows well. This week, Jared Dillian joins…
- The Biggest Misconception in Wealth Creation · 33 minBarry Habib, CEO of MBS Highway and four-time winner of Zillow's Crystal Ball Award, joins Ed D'Agostino to answer a question that causes a lot of pushback: Is housing really…
- Global Liquidity, Debt, and the Four Horsemen · 45 minMichael Howell of GL Indexes and Capital Wars joins Ed D'Agostino to explain how global liquidity is being drained by four converging forces—central bank tightening, surging oil…
- The New "Hemispheric Doctrine" · 43 minGeopolitical strategist Jacob Shapiro breaks down the long-term implications of the US-Israel military campaign against Iran. Recorded in the middle of extraordinary oil price…
- Double the Return with Lower Volatility · 44 minEric Fine, an emerging markets bond portfolio manager at VanEck, discusses how EM bonds currently yield roughly double what you get in developed markets at lower volatility. And…
- Bonds Don't Lie · 29 minYields have every reason to go up—and they're not. Neil Dutta, Head of Economic Research at Renaissance Macro, joins Global Macro Update to explain what that signal means and why…
- Why Everyone Was Wrong About the Global Oil Glut · 38 minJan Stuart, one of the sharpest oil minds on Wall Street and global energy strategist at Piper Sandler, cuts through the headlines for a wide-ranging conversation on the state of…
- Emerging Markets Are En Vogue · 43 minGavekal CEO Louis Gave is here this week to discuss emerging markets, China's manufacturing edge, Japanese bond yields, and the broken relationship between Canada and the US. If…
- The GeoMacro Era Is Here · 28 minMarko Papic discusses the evolving landscape of GeoMacro analysis, emphasizing the integration of political and geopolitical factors into investment strategies. He highlights the…
- The Great Geopolitical Re-Anchoring · 34 minGeorge Friedman of Geopolitical Futures discusses the shifting global order in this essential conversation. He explains why the world is "re-anchoring" away from the Cold War…
- FOMO Is Not an Investing Strategy · 36 minCharles Schwab Chief Investment Strategist Liz Ann Sonders joins us to discuss why geopolitical events rarely move markets long-term, how AI investment themes are evolving, and…
- The Real Risk from Taiwan · 47 min"Even before a single missile or shot at Taiwan, the market will already react." Ed sits down with Lyric Hughes Hale, editor-in-chief of EconVue, and Taiwan-based analyst Eric…
- The Fully Invested Bear · 47 minThis is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment…
- The New VC Playbook · 39 minEveryone 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…
- The Mania Begins · 55 minCrossBorder Capital founder Michael Howell built his framework for tracking global liquidity while at Salomon Brothers. His central thesis: the ratio between debt and liquidity…
- Will OpenAI be the Yahoo! of the AI Era? · 40 minWhile 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…
- Will the AI Bubble Squeeze the Middle Class? · 30 minBruce 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…
- We're Back to 1997/98? · 21 minEveryone 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…
