Rephonic
Artwork for Global Macro Update

Global Macro Update

Mauldin Economics
China
Inflation
Interest Rates
U.S. Economy
Russia
Geopolitics
Ukraine
United States
Taiwan
Housing Market
Federal Reserve
US Economy
Covid-19
Artificial Intelligence
Gold
India
Labor Market
Climate Change
Debt
Data Privacy

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 interv... more

PublishesWeeklyEpisodes109Founded4 years ago
Number of ListenersCategories
NewsBusiness NewsBusinessInvesting

Listen to this Podcast

Artwork for Global Macro Update

Latest Episodes

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 volatility—just as a massive wall of ... more

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, the conversation moves beyond th... more

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 unpacks how Middle East tensions a... more

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 the current consensus. Neil was ... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Macro Voices
Macro VoicesHedge Fund Manager Erik Townsend
The Market Huddle
The Market HuddlePatrick Ceresna & Kevin Muir
Geopolitical Cousins
Geopolitical CousinsJacob Shapiro & Marko Papic

Recent Guests

Michael Howell
Author of Capital Wars; Managing Director at GL Indexes
GL Indexes
Episode: Global Liquidity, Debt, and the Four Horsemen
Jacob Shapiro
Geopolitical strategist and founder of jacobshapiro.com
jacobshapiro.com
Episode: The New "Hemispheric Doctrine"
Eric Fine
Top emerging market bond expert, manages emerging market bond portfolios at VanEck
VanEck
Episode: Double the Return with Lower Volatility
Jan Stuart
Top oil analyst at Piper Sandler
Piper Sandler
Episode: Why Everyone Was Wrong About the Global Oil Glut
Liz Ann Sonders
Chief Investment Strategist at Charles Schwab
Charles Schwab
Episode: FOMO Is Not an Investing Strategy
Eric Huang
Taiwan-based geopolitical analyst and former deputy representative to the US for Taiwan's KMT party.
EconVue
Episode: The Real Risk from Taiwan
Steven Lord
Chief Operating Officer at Burkland Associates
Burkland Associates
Episode: The New VC Playbook
Brent Donnelly
A trader and expert on currency trading.
Spectrum Markets
Episode: Will OpenAI be the Yahoo! of the AI Era?
Dr. Ed Yardeni
One of the most accurate stock market predictors on Wall Street
Episode: Ed Yardeni: Why the Recession Still Isn't Here

Host

Ed D'Agostino
Host of Global Macro Update, from Mauldin Economics

Reviews

4.9 out of 5 stars from 31 ratings
  • No signal in the noise

    Interviews with salesmen who get paid by parties with agendas

    Apple Podcasts
    2
    Ajax151
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

No signal in the noise -- Interviews with salesmen who get paid by parties with agendas.
Provide a few sentences that summarize the general things people are saying about this show (can be positive or negative).

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Odd Lots
Odd LotsBloomberg
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Financial Audit
Financial AuditCaleb Hammer
Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'ShaughnessyColossus | Investing & Business Podcasts
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby
Motley Fool Money
Motley Fool MoneyThe Motley Fool

Talking Points

Recent interactions between the hosts and their guests.

Global Liquidity, Debt, and the Four Horsemen
Q: How does raising rates fit into a world where debt needs to be refinanced and liquidity is scarce?
Raising rates is seen as necessary to maintain inflation credibility, but it risks tightening liquidity further and exacerbating refinancing pressures, since debt still needs to roll over even as central banks tighten.
The New "Hemispheric Doctrine"
Q: Why do you think the current action happened now and what might be the underlying trigger?
There are multiple theories, but the discussion stresses the interplay of domestic political calculations, perceived weaknesses of regime coherence, strategic signaling to deter adversaries, and the opportunity to project power while capitals elsewhere reassess energy security and alliance structures.
The New "Hemispheric Doctrine"
Q: What's your view on China's role and whether it might exploit the situation or align against Iran?
China has managed this situation by avoiding provocations and playing the long game; they are leveraging leverage rather than rushing into a deal or conflict, focusing on regional stability and energy security to maintain economic growth and influence in Asia-Pacific without getting pulled into broader conflict.
The New "Hemispheric Doctrine"
Q: Can you talk a little bit about the IRGC and its significance within the regime?
The IRGC evolved from a revolutionary guard into a Praetorian-like force with extensive economic tentacles, controlling a sizable share of the economy and shaping both domestic power and foreign policy; attempts to co-opt or replace it with a more 'pragmatic' leadership were misguided because the IRGC's role and ideology are deeply rooted in preserving the revolution and its multifaceted power base.
Emerging Markets Are En Vogue
Q: What are the risks associated with relying on the US dollar in emerging markets?
Historically, emerging markets were highly dependent on US dollars for funding, which made them vulnerable during US financial crises; this dependency is starting to shift as countries explore funding in their local currencies, especially RMB.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Global Macro Update

What is Global Macro Update about and what kind of topics does it cover?

A rigorous, macro-focused discussion series that blends geopolitics, economics, and finance to explain how global power shifts impact markets and investments. Episodes frequently feature renowned geopolitical analysts, macro strategists, and senior economists who unpack energy dynamics, currency regimes, inflation, and policy in long-range frameworks. Notable strengths include high-profile guest rosters, deep-dive geopolitical forecasting, and practical implications for portfolio construction and risk management. Listeners likely skew toward finance professionals and strategic thinkers who want to understand the interplay of world events and markets beyond daily headlines.

Where can I find podcast stats for Global Macro Update?

Rephonic provides a wide range of podcast stats for Global Macro Update. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Global Macro Update and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Global Macro Update get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Global Macro Update, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Global Macro Update?

Rephonic provides comprehensive predictive audience data for Global Macro Update, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Global Macro Update have?

To see how many followers or subscribers Global Macro Update has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Global Macro Update?

These podcasts share a similar audience with Global Macro Update:

1. Macro Voices
2. Monetary Matters with Jack Farley
3. The Market Huddle
4. Geopolitical Cousins
5. Forward Guidance

How many episodes of Global Macro Update are there?

Global Macro Update launched 4 years ago and published 109 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Global Macro Update?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Global Macro Update?

Rephonic pulls ratings and reviews for Global Macro Update from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Global Macro Update?

Rephonic provides full transcripts for episodes of Global Macro Update. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Global Macro Update?

Recent guests on Global Macro Update include:

1. Michael Howell
2. Jacob Shapiro
3. Eric Fine
4. Jan Stuart
5. Liz Ann Sonders
6. Eric Huang
7. Steven Lord
8. Brent Donnelly

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days