Global Macro Update

Mauldin Economics
  • 5,0 (11)
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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. 27 МАР.

    Global Liquidity, Debt, and the Four Horsemen

    Michael 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, a rising dollar, and spiking bond volatility—just as a massive wall of COVID-era debt comes due for refinancing. He makes the case that the bull market is likely over, the traditional 60/40 portfolio is breaking down, and where investors should be looking.

    45 мин.

  2. 13 МАР.

    The New "Hemispheric Doctrine"

    Geopolitical 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 swings and a Strait of Hormuz disruption, the conversation moves beyond the daily headlines to explore what this conflict means for the Gulf states' ambitions as global financial hubs, the vulnerability of critical energy chokepoints, and the accelerating shift toward a multipolar world.

    43 мин.

  3. 6 МАР.

    Double the Return with Lower Volatility

    Eric 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 yet, almost nobody owns them. He also unpacks how Middle East tensions are creating winners among oil exporters, why the dollar will slowly share its reserve status, and what 13 years of outperformance says about where fixed income is heading.

    44 мин.

  4. 27 ФЕВР.

    Bonds Don't Lie

    Yields 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 he's more cautious on the economy than the current consensus. Neil was among the few against the 2022 recession narrative and was proven right. Now he's watching the same four indicators, and the conclusion has flipped. Plus: tariffs, AI and the labor market, and a candid take on the Kevin Warsh Fed chair nomination.

    29 мин.

  5. 20 ФЕВР.

    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.

    38 мин.

  6. 13 ФЕВР.

    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.

    43 мин.

  7. 6 ФЕВР.

    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.

    28 мин.

  8. 23 ЯНВ.

    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.

    34 мин.
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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.

Информация

  • Автор
    Mauldin Economics
  • Годы выхода
    2022 - 2026
  • Выпуски
    109
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2022 Mauldin Economics. All rights reserved.
  • Сайт подкаста
    Global Macro Update

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