Кращі подкасти про Mauldin Economics (2024)

1
Is China More Capitalistic Than the US? 46:07

12d ago46:07

46:07

Building resiliency, in part by decoupling the US economy from China’s, is essential to our long-term security. China is doing the same thing. Yet China’s export business is booming, and it dominates trade with other emerging markets. Is a communist nation beating us at capitalism?

1
When the $8 Trillion Private Equity Bubble Pops 35:55

19d ago35:55

35:55

Former Wall Street trader Jared Dillian highlights the $8 trillion private equity bubble, built on massive layers of debt, that poses a systemic threat to the entire financial system. Will we get another implosion like we had in 2008?

1
Sept. 11, Russian Oligarchs & the Death of the Middle Class 40:39

1M ago40:39

40:39

After Russia invaded Ukraine, the US and its allies froze over $58 billion in assets from Russian oligarchs and blocked major Russian banks from using the international payment system, known as SWIFT. Did we cross a line? Or did we cross it decades earlier in the aftermath of the Sept. 11 attacks?

1
The Age of Scarcity 45:08

1M ago45:08

45:08

Is the age of plenty over? Economist Bill White says it ended with COVID. Now we’re moving into an age of scarcity—and it’s putting us at war. As Bill puts it, “We're in a war to preserve our market-based, capitalist, democratic system in an environment that is going to be very, very difficult to navigate.”…

1
The End of Trust 47:25

2M ago47:25

47:25

Something phenomenal happened in 2001: People generated more information that year than they had in all human history combined to that point. Hear from former CIA analyst Martin Gurri, who unpacks the effects of this information “tsunami” in his book, The Revolt of the Public.

1
Cold War II 36:27

2M ago36:27

36:27

Is the US in “Cold War II” with China? CrowdStrike founder Dmitri Alperovitch believes we are, and that it could turn kinetic, starting with China invading Taiwan. Why? China can’t dominate everything in and around the South China Sea without full control of Taiwan. Is an invasion imminent?

1
Kuppy’s “Great Macro Dreamscape” 26:49

3M ago26:49

26:49

We’re entering the golden age of macro investing says Harris Kupperman, the founder of Praetorian Capital, but it won’t be fun for everyone. As the world unravels, thanks to runaway government debt and even more inflation, it will create exceptional opportunities for strategically positioned macro investors.…

1
Economic Fairy Dust 32:41

4M ago32:41

32:41

Will the stock market rise another 50% by 2030? Dr. Ed Yardeni says it could, citing tech-fueled productivity gains. Join me, Dr. Ed, and his colleague Eric Wallerstein (formerly of the New York Fed and The Wall Street Journal) as we discuss interest rates, inflation, and the housing market, plus which market sectors investors should focus on now.…

1
The New Warfare: When AI Partners with Cybercrime 36:11

4M ago36:11

36:11

AI is amplifying online national security threats. Intelligence expert Karim Hijazi discusses the “new Cold War” and how cyberspace became the primary medium for spycraft and warfare among advanced nations.

1
DiMartino Booth on Stagflation, AI, and “Condo-mageddon” 31:45

4M ago31:45

31:45

QI Research founder Danielle DiMartino Booth unpacks recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation. You’ll also hear about AI’s impact on jobs, “condo-mageddon,” and what all this means for the markets.

1
How to Build a Great Macro Portfolio 56:09

5M ago56:09

56:09

Gold keeps reaching new highs with demand coming from central banks, particularly China’s. Renowned macro portfolio manager Nick Glinsman discusses his preferred method for holding gold, the bifurcation of global commodity markets, and one of his top oil plays.

1
McBride: “99% of crypto is absolute garbage.” 35:52

5M ago35:52

35:52

RiskHedge Chief Analyst Stephen McBride says, “99% of crypto is absolute garbage. I wouldn't touch it. I think the other 1% will change the world.” Stephen runs a crypto advisory that’s outperformed bitcoin. He shares his crypto portfolio’s largest holding and how new bitcoin ETFs will change crypto investing.…

1
You’re Feeling the Aftermath of “War Financing” 54:26

5M ago54:26

54:26

Broken Money author, Lyn Alden, likens today’s inflation to the fiscal-driven inflation of the 1940s. Add in a runaway federal deficit and increasing geopolitical instability, and it’s no surprise that gold and bitcoin have both reached new all-time highs.

1
McCourt’s Plan to End Digital Servitude 36:33

6M ago36:33

36:33

Big Tech is watching. Companies like Google track what you read and watch, where you drive, and what you buy. Most of this is out of your control. Frank McCourt, Jr., author of Our Biggest Fight and former LA Dodgers owner, is putting up $500 million to change that.

1
Clean, Abundant, and Cheap—Dr. Zubrin’s “Case for Nukes” 45:59

6M ago45:59

45:59

Most Americans are pro-nuclear now, but US regulators are hindering our nuclear energy program without making us safer. Nuclear engineer Dr. Robert Zubrin highlights the onerous regulatory process, as well as the exciting progress we’re making with fusion and SMRs. You’ll also hear how the US is ceding global nuclear markets to its top adversary.…

1
India Could Dominate the World or “Collapse in on Itself” 33:42

6M ago33:42

33:42

India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, and rapid digitization. In this episode, you’ll hear why Cognitive Investment partner Jacob Shapiro gives India’s hottest growth sector a “9 or a 10.”

1
Friedman on the “Two Chinas” and How Putin Saves Face 33:51

7M ago33:51

33:51

Has Xi already lost control? Renowned geopolitical strategist George Friedman is on the podcast to discuss the threat of civil war in China, solutions to the stalemate in Ukraine, and the future of Gaza.

1
How This 45-Year Industry Vet Is Investing in Nuclear Energy 37:22

7M ago37:22

37:22

Grant Williams calls Evergreen Gavekal CIO David Hay “one of the good guys.” We’re excited to welcome him to the podcast. Get David’s insights on the future of small nuclear reactors, China, and a specific investing signal you should be watching now.

1
One Financial Decision Trumps Everything 20:11

7M ago20:11

20:11

Author and former Wall Street trader Jared Dillian discusses the Fed, why 90% of managing money is waiting, and his latest book, No Worries: How to Live a Stress-Free Financial Life. Jared shares how to get your big financial choices right—and the one decision that trumps them all.

1
We’re in a “Rivalry That Could Go Hot” 25:14

8M ago25:14

25:14

Defense Dept. alumnus Elbridge Colby outlines the plan the US should implement now to avoid a “hot” war with China. This interview is a critical follow-up to Colby’s last discussion with Ed D’Agostino about Taiwan’s importance to US national security.

1
Are We on a Collision Course with China? 30:29

8M ago30:29

30:29

Foreign policy expert Elbridge Colby, who served as Deputy Assistant Secretary of Defense for Strategy and Force Development, breaks down China’s plan to dominate the Eastern Hemisphere and then challenge US hegemony. In other words: Are we going to war with China?

1
AI Helps Spread China’s “Techno-Authoritarianism” 35:02

8M ago35:02

35:02

Former US Army Ranger Paul Scharre knows all about AI’s darker potential. He talks to Mauldin Economics publisher Ed D’Agostino about AI’s role in combat, the rise of Chinese-style techno-authoritarianism, and US vulnerabilities in the Panama Canal.

1
Presidential Politics Is a Bleak Place 28:21

9M ago28:21

28:21

Renowned political pollster Dr. Frank Luntz says 70% of Americans don’t want a Biden vs. Trump rematch. Two-thirds would actively consider a third-party candidate. But could a third-party candidate actually win?

1
No One Sees the Good Stuff Happening 43:20

9M ago43:20

43:20

Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect.

1
Felix Zulauf: The Unipolar World Is Over 35:06

9M ago35:06

35:06

When Felix Zulauf has a hunch, he’s usually right. Ed D’Agostino interviews Zulauf, the former head of UBS’s institutional portfolio management group and founder of Zulauf Consulting, about the end of the multipolar world and where the markets are headed.

1
Argentina Finally Did Something Right 23:04

10M ago23:04

23:04

Argentina may have finally done something right. Ed D’Agostino interviews Jared Dillian, author of No Worries and Editor of The Daily Dirtnap, about investing in emerging markets, Argentina’s new president-elect, and how to build a “life hedge” into your portfolio.

1
De-risking Is a Two-Way Street 35:59

10M ago35:59

35:59

The US is scrambling to “de-risk” from China by fortifying US supply chains. But China has been de-risking from the US for over a decade. Ed D’Agostino speaks with former UBS chief economist George Magnus about what this geopolitical transformation means for Western investors and the huge changes happening at China’s Central Bank.…

1
Brushfires Everywhere 34:17

11M ago34:17

34:17

“Usually coincidences don’t exist in geopolitics.” Ed D’Agostino speaks to Jacob Shapiro of Cognitive Investments about military tensions running hot across the globe, including the Israel-Hamas war, Ukraine, and dustups in the Balkans and the South China Sea. It almost makes you wonder if US enemies are acting in concert to spread our military thi…

1
We’re talking to General Petraeus about Israel 49:13

11M ago49:13

49:13

Few people bring together as much expertise on the military, geopolitics, and investing as former CIA Director General Petraeus, who is currently a partner at global investment firm KKR. Petraeus and Ed D’Agostino discuss how the conflict in the Middle East could escalate, what Putin has really accomplished in Ukraine, and the United States’ delica…

1
We Haven’t Done This Since Eisenhower 22:05

12M ago22:05

22:05

The US can’t rely on Russia for uranium anymore. Hear from Uranium Energy Corp. CEO Amir Adnani on US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies.

1
It Started with a Mini Tire/Poultry Trade War 42:48

12M ago42:48

42:48

Master of nuance Jacob Shapiro, a partner at Cognitive Investments, breaks down why the last 30 years of globalization were an aberration, how it started to unwind with Obama’s tire/poultry trade war, and which country will become “the next China.”

1
The Only Thing Jerome Powell Cares About 41:01

12M ago41:01

41:01

Bleakley Advisory Group CIO Peter Boockvar talks interest rates, why new housing construction is set to plummet, and what dog food says about the economy. You’ll also hear why chatter about China’s economic Armageddon is overblown and why that’s good for everyone.

1
What the WSJ Gets Wrong About China, with Louis Gave 41:48

1y ago41:48

41:48

Mauldin Economics COO Ed D’Agostino talks to Louis Gave, CEO of Gavekal Research, about China’s so-called economic crisis, the Fed’s unspoken third mandate, and “the real story of the summer.”

1
Are Uranium Bulls Too Early to the Party? 48:48

1y ago48:48

48:48

Jan Stuart has one of the most fascinating jobs in finance. As an energy analyst at investment bank Piper Sandler, he not only monitors trends in the energy markets, but also the spiderweb of geopolitical forces that affect how (and if) 8 billion people across the globe keep the lights on. In the latest Global Macro Update interview, Jan and Ed D’A…

1
The Space Wars Are Here 1:22:04

1y ago1:22:04

1:22:04

The state of modern warfare has changed. It has moved into space for control of what’s orbiting the planet. This poses new threats, including attacks on satellites that control global GPS, and sabotage that renders critical orbits unusable. And a new race to the moon is underway to capture the ultimate commanding heights. We also look at political …

1
China’s Deadliest Export: Fentanyl 21:36

1y ago21:36

21:36

US trade with China is way down with one disturbing exception: fentanyl. Thousands of Chinese companies are capable of manufacturing ingredients needed to produce the drug and exporting them to the West, along with instructions on how to create fentanyl powder. Many of these companies are state-owned enterprises, according to Allison Fedirka, my gu…

1
The Zombies Are Coming 36:20

1y ago36:20

36:20

Zombie companies need cheap money to survive. Cheap money is a thing of the past, and casualties are piling up. It’s a familiar script: borrow money to fund growth, and compete on price. That business model fails when interest rates rise quickly. As debt-burdened, low-cost providers get squeezed by higher rates, more will fail. My guest is Barry Ha…

1
Who Benefits at the End of a Rate Hiking Cycle? 25:50

1y ago25:50

25:50

My guest this episode sees several things simmering beneath the surface that suggest the economy may not be as weak as many believe. When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. The move made perfect sense, says Samuel Rines, Mana…

1
How to Profit Like Pelosi—Get Elected 25:49

1y ago25:49

25:49

Trust in elected officials has been in steady decline for decades. It’s hard to decide if members of Congress and other elected officials are self-serving or civil servants. One thing is certain—many are getting richer while in office. They are investing based on insider knowledge. If you or I did that, we’d go to jail. If you are in Congress, it’s…

1
ESG: Trillions Squandered and Zero Progress 46:37

1y ago46:37

46:37

Socially responsible investing hasn’t changed anything while handing investors subpar returns. The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize. Instead, the blind acceptance of ESG precepts has resulted in trillions of dollars being misalloca…

1
Qué Pasa, Markets 38:35

1y ago38:35

38:35

If you listen to the financial media, you’d think seven stocks are responsible for “the market’s” gain this year. But the charts are telling us otherwise. Almost every sector is up double digits since last June. To understand what’s happening in the markets, this week we connect with market technician JC Parets. JC is the founder and chief analyst …

1
Coping with a Higher Education Cost Spiral 33:09

1y ago33:09

33:09

The cost of college has risen so much that more than half of Americans no longer think a college education is “worth it.” We have reached the point where the cost of a four-year degree will likely be the second-largest expenditure in your lifetime, second only to your house. Students are literally mortgaging their futures to pay for college. What h…

1
AI Is an Unstoppable Disruptive Trend That Will Affect All of Us 34:35

1+ y ago34:35

34:35

Artificial intelligence (AI) is the lifeblood of the technologies driving today’s global disruptions. And 2023 is the year that AI has been catapulted from novel idea to appearing on everyone’s radar. The AI narratives span from the promise of a George Jetson future to fears of a dystopian takeover by AI-empowered robots—and everything in between. …

1
The US Must Overcome Its Four Addictions 30:26

1+ y ago30:26

30:26

The world is not going to return to its pre-pandemic business as usual. Instead, we are currently in a transition phase that few understand. That’s why I asked Bruce Mehlman, partner at Mehlman Consulting, to join me on Global Macro Update to talk about what the new normal will look like. Bruce says we face four main challenges—what he calls The Fo…

1
Debt Debacle Costs $1 Billion per Day 28:35

1+ y ago28:35

28:35

The debt ceiling has been dumbed-down to a political debate of right vs. left. But the ramifications of the debt standoff are already being felt in the debt markets, and it’s costing us billions of dollars. In this episode of Global Macro Update, I talk with David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors. We discuss the c…

1
Everything, Everywhere, All at Once 38:53

1+ y ago38:53

38:53

The Fed seems determined to crush demand and slow inflation. And it’s having an impact on more than just banks and the housing market. The office market is also struggling with spiking interest rates and scarce liquidity. In this episode of Global Macro Update, I talk with Russell Ingrum and Brad Zampa, two senior partners at CBRE, a global leader …

1
Bank Failures and the Return of MBS 28:56

1+ y ago28:56

28:56

You may remember the acronym MBS from the ’07–’08 financial crisis. Michael Lewis's book and then movie, The Big Short, taught us all about how the mortgage-backed securities (MBS) market almost blew up the global financial system. Well, today, mortgage-backed securities are back in the news… In this week’s episode of Global Macro Update, Barry Hab…

1
Can the Fed Achieve Its Goal Without Causing a Massive Recession? 23:01

1+ y ago23:01

23:01

The economy, as any investor knows or will quickly learn, is not the same as the stock market. What’s happening today resembles the Great Inflation of the 1970s. Talk of stagflation, recession, and hard and soft landings—it can make your head spin to see how quickly things have unfolded. In this week’s episode of Global Macro Update, Dr. Ed Yardeni…

1
We’re Getting Smuckered 25:42

1+ y ago25:42

25:42

Inflation in the system is much stickier than people anticipated, with corporations passing on prices to the everyday consumer. It begs the question: How high can prices go before there’s a breaking point when consumers begin to push back? In this week’s episode of Global Macro Update, Samuel Rines, managing director of Corbu LLC, joins Ed D’Agosti…

1
Bruce Mehlman: We’re in a State of Disequilibrium 26:47

1+ y ago26:47

26:47

“The world is out of balance. The disruptive changes that were already rewiring the economy, geopolitics and US culture accelerated over the past 3 years, and a predictable backlash began. But we are nowhere close to a ‘new normal.’” In this week’s episode of Global Macro Update, Bruce, who is the head of Mehlman Consulting, a bipartisan Washington…

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