Global Macro Update
Mauldin Economics
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.
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.
Episodes
Mentioned books
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.”
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.
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.
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.
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.
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?
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.
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?
Dec 15, 2023 • 43min
No One Sees the Good Stuff Happening
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.
Dec 8, 2023 • 35min
Felix Zulauf: The Unipolar World Is Over
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.
