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.”
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Will the trade war become a currency crisis?
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.
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Too Late for Portfolio Insurance?
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…
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Private Equity: Too Big to Fail?
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.
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Ukraine’s Playbook for Defeating Russia
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.
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.
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