Global Macro Update

Mauldin Economics
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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.

  1. 6일 전

    Why Everyone Was Wrong About the Global Oil Glut

    Jan 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 global oil markets heading into 2026. Is there really an oil glut? What is China doing with all that crude? And is the US shale boom finally running out of steam? Jan answers all… and more.

    38분

  2. 2월 13일

    Emerging Markets Are En Vogue

    Gavekal 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 you're discovering emerging markets for the first time (or think you already understand them), this conversation is for you.

    43분

  3. 2월 6일

    The GeoMacro Era Is Here

    Marko Papic discusses the evolving landscape of GeoMacro analysis, emphasizing the integration of political and geopolitical factors into investment strategies. He highlights the rapid changes in market dynamics, the implications of dollar debasement, and the shifting focus of investors toward global opportunities, particularly in Europe. Papic also explores the structural reforms and economic potential within Europe, as well as the importance of defense spending in the current geopolitical climate.

    28분

  4. 1월 23일

    The Great Geopolitical Re-Anchoring

    George 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 framework, how Russia's failure in Ukraine has ended its status as a global power, and why the US-China relationship is now the defining geopolitical dynamic of our era.

    34분

  5. 1월 16일

    FOMO Is Not an Investing Strategy

    Charles 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 why 74 stocks outperformed Nvidia in 2025. Plus, Sonders shares her jigsaw puzzle philosophy on investing and more.

    36분

  6. 1월 9일

    The Real Risk from Taiwan

    "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 Huang to discuss a hidden vulnerability in global markets: Taiwanese insurance companies.

    47분

  7. 2025. 12. 11.

    The Fully Invested Bear

    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.

    47분

  8. 2025. 12. 05.

    The New VC Playbook

    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.

    39분
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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.

정보

  • 제작진
    Mauldin Economics
  • 방송 연도
    2022년 - 2026년
  • 에피소드
    105
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    전체 연령 사용가
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    © 2022 Mauldin Economics. All rights reserved.
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    Global Macro Update

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