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Hosted by Mauldin Economics · 🇺🇸 US · EN-US · 110 episodes
Established thought leaders with verified media credentials.
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.
Mauldin Economics hosts Global Macro Update, a business show with 110 episodes published.
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 volatil
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, th
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 unpa
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 th
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
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 th
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 imp
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 ha
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.
"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 g
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 ab
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 i
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
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 s
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.
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
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.
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
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.
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
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Global Macro Update is hosted by Mauldin Economics. The show is categorised under business (investing) and has published 110 episodes.
Global Macro Update has published 110 episodes.
Global Macro Update regularly covers business, investing, news. It sits in the business category, with a investing focus.
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