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Global Macro Update

Mauldin Economics
Data Privacy
China
India
Project Liberty
Tech Companies
Social Media
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Algorithm Manipulation
Bitcoin
Nuclear Energy
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Inflation
Cryptocurrency
Digital Economy
Blockchain Technology
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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

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Latest Episodes

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 hear his take on China, risin... more

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 breaks down the concept of... more

“Anytime Trump says something, it is harmful to my positions.” For commodities trader Jared Dillian, the spring tariff meltdown broke the market for good. And we may be due for a second tariff-driven sell-off this fall.

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Recent Guests

Barry Habib
One of the country's top housing and mortgage experts
MBS Highway
Episode: Why Your Landlord Is Getting RICH (And You're Not)
Brendan Ballou
Former federal prosecutor and author of "Plunder, Private Equity's Plan to Pillage America"
Episode: Private Equity: Too Big to Fail?
Marko Papic
Chief Strategist at BCA Research and author of Geopolitical Alpha
BCA Research
Episode: Ukraine’s Playbook for Defeating Russia
David Kotok
Chief Investment Officer at Cumberland Advisors
Cumberland Advisors
Episode: It’s Bird Flu Season
George Friedman
CEO of Geopolitical Futures and expert in global geopolitical strategies
Geopolitical Futures
Episode: Ending a Catastrophe for Ukraine and Russia
Jacob Shapiro
Director of Research at Bespoke Group and a popular speaker
Bespoke Group
Episode: The Years of Plenty
Lyric Hughes Hale
Economist and China expert
Episode: The China Problem
Sam Cooper
Author of Willful Blindness, focusing on organized crime and drug trafficking
Episode: The Opium War in Reverse
Jonathon Roth
Canadian journalist and author of Resource Wars
Resource Wars
Episode: The Global Race for the Arctic

Host

Ed D'Agostino
Ed D'Agostino, the host, is a notable figure at Mauldin Economics, providing insights into macroeconomic trends through expert interviews and analysis.

Reviews

4.9 out of 5 stars from 30 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.

Some listeners express concerns over the guests being aligned with particular agendas, indicating a level of skepticism about the neutrality of the discussions. Additional feedback points to an appreciation for the diverse viewpoints shared, enhancing the depth of conversations.
There is a mix of reviews, with some stating that the content can sometimes favor specific narratives, leading to criticisms around objectivity.
Listeners value the expertise of the guests and the relevance of the topics but do express a desire for balanced and varied perspectives.

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Talking Points

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Why Your Landlord Is Getting RICH (And You're Not)
Q: Is it that houses have just gotten way more expensive, or is it more that wages just haven't kept up?
Houses have indeed become more expensive, and while wages have increased, the growth has not kept pace with housing prices.
Why Your Landlord Is Getting RICH (And You're Not)
Q: What is going on with housing right now?
The housing market is experiencing high mortgage rates, which many younger individuals find expensive, and this plays a role in purchasing decisions.
Large-Cap Growth Gives Way to Small-Cap Value
Q: What would make you change your mind on this?
Signs of life in small cap value, especially during bear markets.
A Regime Change for Global Trade
Q: Do you think that we have an equity market that is market weighted, S&P 500 market or weighted to individual stocks?
Brent thinks that those stocks definitely suffer more because that's where the biggest overweights are.
A Regime Change for Global Trade
Q: How much do you think is simply uncertainty that could be temporary?
Brent believes that there has been permanent damage done and suggests that trust has been broken.

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Frequently Asked Questions About Global Macro Update

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

Focusing on the dynamics that shape global finance and geopolitics, the episodes explore how significant events impact both investment decisions and the broader economic landscape. With insights from leading experts across finance, economics, and geopolitics, topics often include macroeconomic trends, the implications of current geopolitical conflicts, and the effects of government policies on markets. Unique features of this offering include its emphasis on practical implications for personal investments and its exploration of complex issues such as private equity, trade wars, and currency crises.

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Which podcasts are similar to Global Macro Update?

These podcasts share a similar audience with Global Macro Update:

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

How many episodes of Global Macro Update are there?

Global Macro Update launched 3 years ago and published 92 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?

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What guests have appeared on Global Macro Update?

Recent guests on Global Macro Update include:

1. Barry Habib
2. Brendan Ballou
3. Marko Papic
4. David Kotok
5. George Friedman
6. Jacob Shapiro
7. Lyric Hughes Hale
8. Sam Cooper

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.

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