Global Macro Update

Mauldin Economics
undefined
Mar 26, 2024 • 37min

McCourt’s Plan to End Digital Servitude

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.
undefined
Mar 15, 2024 • 46min

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

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.
undefined
Mar 8, 2024 • 34min

India Could Dominate the World or “Collapse in on Itself”

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.”
undefined
Feb 13, 2024 • 34min

Friedman on the “Two Chinas” and How Putin Saves Face

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.
undefined
Feb 9, 2024 • 37min

How This 45-Year Industry Vet Is Investing in Nuclear Energy

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.
undefined
Feb 2, 2024 • 20min

One Financial Decision Trumps Everything

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.
undefined
Jan 26, 2024 • 25min

We’re in a “Rivalry That Could Go Hot”

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.
undefined
Jan 19, 2024 • 30min

Are We on a Collision Course with China?

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?
undefined
Jan 12, 2024 • 35min

AI Helps Spread China’s “Techno-Authoritarianism”

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.
undefined
Dec 21, 2023 • 28min

Presidential Politics Is a Bleak Place

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?

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app