Global Macro Update podcast

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل عام واحد (one)

المحتوى المقدم من Mauldin Economics. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Mauldin Economics أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Action Academy | Replace The Job You Hate With A Life You Love

1
How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

منذ 1 year57:50

التشغيل لاحقا

قوائم

إعجاب

احب

57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

Global Macro Update

منزل السلاسل•Feed

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.

88 حلقات

#Ed. D

Global Macro Update

updated منذ 9 أيام

منزل السلاسل•Feed

88 حلقات

#Ed. D

كل الحلقات

1
A Regime Change for Global Trade 35:38

منذ 9 أيام35:38

35:38

The simultaneous sell-off of stocks, bonds, and US dollar is a big deal. Brent Donnelly from Spectra Markets explains how broken trust has left permanent scars on US trade policy: “Once an action has been taken, you can remove the action, but then there's still going to be some damage.”

1
Will the trade war become a currency crisis? 29:40

منذ 16 يومًا29:40

29:40

All trade wars have a currency effect, but what happens when nations drive down their currencies to counter US tariffs? John Mauldin explains why he doesn’t believe China is using US treasuries as a weapon—and where the trade war will hurt most.

1
Too Late for Portfolio Insurance? 28:25

منذ 23 يومًا28:25

28:25

There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, at least one investor (our old friend Jared) was making money after spending the past few months positioning himself for a week like this one. Part of his strategy involves using options, but not for speculation……

1
Private Equity: Too Big to Fail? 35:16

منذ 4 weeks35:16

35:16

Private equity is buying up America—everything from nursing homes to the local plumbing business. Some are calling it a bubble, with the value of global private equity deals reaching $2 trillion in 2024. Brendan Ballou, author of the new book Plunder , says the real trouble with PE comes from weak regulations that incentivize bad decisions.…

1
Ukraine’s Playbook for Defeating Russia 40:12

منذ 5 weeks40:12

40:12

Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner. There is a risk this will happen with Ukraine, though President Trump is eager to force a settlement. BCA Research Chief Strategist Marko Papic joins us to unpack what happens next.

1
Inflation Is Over 33:47

منذ 7 weeks33:47

33:47

Inflation is dropping quickly, but you wouldn’t know it from the headlines. Danielle DiMartino Booth explains why, highlighting layoffs and other underreported recession signals. As she’s said before, “There is no greater drag on inflation than job loss.”

1
More Geopolitical Chess with George Friedman 30:38

منذ 8 weeks30:38

30:38

George is back! Over half a million people caught my last interview with George shortly after the US and Russia began settlement discussions about Ukraine. Today he responds to the animated comments that followed, explaining why Russia cannot wage war in Europe, NATO's diminishing relevance, and how the flurry of activity at the White House compares to Roosevelt's first hundred days in office.…

1
Deflationary Tariffs? 26:53

منذ 8 weeks26:53

26:53

Former Wall Street trader Jared Dillian is here to talk deflationary tariffs, troubling signs from the housing market, the rising risk of a recession, and why he’s “super bullish on bonds.”

1
It’s Bird Flu Season 39:31

منذ 9 weeks39:31

39:31

In the US, 10% of commercial egg-laying hens have died from the bird flu in the last eight weeks. Egg prices are set to soar another 41% this year. Are we in for another pandemic? Cumberland Advisors co-founder David Kotok discusses the economic domino effects of pandemics across history.

1
Ending a Catastrophe for Ukraine and Russia 34:26

منذ 10 weeks34:26

34:26

If you feel like the world order is being rearranged, you’re right. George Friedman explains the geopolitical machinations behind Ukraine settlement talks and President Trump’s plan to “redesign the world.”

1
The Years of Plenty 42:21

منذ 11 weeks42:21

42:21

My friend Jacob Shapiro is back, and he sees ample opportunities for investors who can tune out white-noise media. “For the next five, 10 years, these are the years of plenty.” We also cover economic resiliency, US energy security, and the ripple effects of tariffs on US-China relations.

1
The China Problem 54:04

منذ 12 weeks54:04

54:04

The US has a China problem. Our biggest geopolitical rival has a massive trade surplus, and it’s working to usurp America’s position as the global hegemon. What effect will the new Trump tariffs have on this ongoing rivalry? As our guest today, China specialist Lyric Hughes Hale says, “Communism always ends in tears.”…

1
The Opium War in Reverse 42:43

منذ 13 weeks42:43

42:43

China has weaponized fentanyl against the US. Today we’re speaking with Canadian journalist Sam Cooper about how China and Canada drive the opioid trade, money laundering in Vancouver, Mexican cartels, and corruption at the highest levels of government. They’re all in on it…

1
The Global Race for the Arctic 30:19

منذ 19 weeks30:19

30:19

US-Canada relations are strained. Many believe Canada isn’t doing enough to choke off illegal immigration or to protect North America’s security interests in the Artic, which Russia and China aim to dominate. We’re covering this and more with Canadian journalist Jonathan Roth.

1
Is the Big Market Shift of 2025 Already Here? 40:47

منذ 19 weeks40:47

40:47

The stock market dipped 3% on Wednesday, and I know many investors are getting nervous. Hearing from a technical analyst like Katie Stockton, founder of Fairlead Strategies, is particularly important now, when the leading macro analysts all seem to have wildly different outlooks. Note: We recorded this interview on Dec. 12.…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

الاستماع إلى +500 موضوع

Amazon eGift Card - Bright Balloons (Animated)

Bounty Quick Size Paper Towels, White, 8 Family Rolls = 20 Regular Rolls (Packaging May Vary)

Clean Skin Club Clean Towels XL™, 100% USDA Biobased Face Towel, Disposable Face Towelette, Eczema Association Accepted, Makeup Remover Dry Wipes, Ultra Soft, 50 Ct, 1 Pack

المدونة الصوتية تستحق الاستماع

Global Macro Update

Global Macro Update

المدونة الصوتية تستحق الاستماع

مرحبًا بك في مشغل أف ام!

2025 Topps Series 1 Baseball - Factory Sealed - Value Box

HP 67XL Black High-yield Ink Cartridge | Works with HP DeskJet 1255, 2700, 4100 Series, HP ENVY 6000, 6400 Series | Eligible for Instant Ink | One Size | 3YM57AN

everydrop by Whirlpool Ice and Water Refrigerator Filter 1, EDR1RXD1, Single-Pack , Purple

Earth Rated Poop Bags for Dogs, Guaranteed Leak Proof and Extra Thick Waste Bag Refill Rolls, Lavender Scented, 270 Count

دليل مرجعي سريع