Everyone is wondering if we're in another tech bubble. There's a mad rush to invest in AI, and tech companies are breaking valuation records, with Nvidia leading the charge. My friend Jared Dillian believes we're back in 1997/98. Hear why on today's episode.
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20:44
The Fatal Mistake Handing the AI Race to China
Jacob Shapiro, director of geopolitical research at the Bespoke Group, joins me to discuss the AI arms race, India's potential as a tech superpower, and how drug cartels impact Mexico's relationship with the US.
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45:09
Ed Yardeni: Why the Recession Still Isn't Here
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, rising gold prices, and the Mag 7 by listening now.
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36:32
Why Your Landlord Is Getting RICH (And You're Not)
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.
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35:41
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35:41
Large-Cap Growth Gives Way to Small-Cap Value
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 a "style-box rotation," explaining why small-cap value may be poised for a powerful turnaround.
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.
Ireland