PodcastsBusinessGlobal Macro Update

Global Macro Update

Mauldin Economics
Global Macro Update
Latest episode

103 episodes

  • Global Macro Update

    The GeoMacro Era Is Here

    06/2/2026 | 27 mins.
    Marko Papic discusses the evolving landscape of GeoMacro analysis, emphasizing the integration of political and geopolitical factors into investment strategies. He highlights the rapid changes in market dynamics, the implications of dollar debasement, and the shifting focus of investors toward global opportunities, particularly in Europe. Papic also explores the structural reforms and economic potential within Europe, as well as the importance of defense spending in the current geopolitical climate.
  • Global Macro Update

    The Great Geopolitical Re-Anchoring

    23/1/2026 | 34 mins.
    George Friedman of Geopolitical Futures discusses the shifting global order in this essential conversation. He explains why the world is "re-anchoring" away from the Cold War framework, how Russia's failure in Ukraine has ended its status as a global power, and why the US-China relationship is now the defining geopolitical dynamic of our era.
  • Global Macro Update

    FOMO Is Not an Investing Strategy

    16/1/2026 | 35 mins.
    Charles Schwab Chief Investment Strategist Liz Ann Sonders joins us to discuss why geopolitical events rarely move markets long-term, how AI investment themes are evolving, and why 74 stocks outperformed Nvidia in 2025. Plus, Sonders shares her jigsaw puzzle philosophy on investing and more.
  • Global Macro Update

    The Real Risk from Taiwan

    09/1/2026 | 46 mins.
    "Even before a single missile or shot at Taiwan, the market will already react." Ed sits down with Lyric Hughes Hale, editor-in-chief of EconVue, and Taiwan-based analyst Eric Huang to discuss a hidden vulnerability in global markets: Taiwanese insurance companies.
  • Global Macro Update

    The Fully Invested Bear

    11/12/2025 | 47 mins.
    This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does.

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About Global Macro Update

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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