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110 episodes

The Biggest Misconception in Wealth Creation
20/07/2026 | 33 mins.
Barry Habib, CEO of MBS Highway and four-time winner of Zillow's Crystal Ball Award, joins Ed D'Agostino to answer a question that causes a lot of pushback: Is housing really harder now than it was for previous generations?
Yes—and also no. Barry makes the case that 45% of first-time buyers are sitting out over a down payment myth, walks the math on why a homeowner's net worth is 44 times a renter's, and explains why mortgage rates from here depend less on the Fed than on the price of oil.
Global Liquidity, Debt, and the Four Horsemen
27/03/2026 | 44 mins.
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 COVID-era debt comes due for refinancing. He makes the case that the bull market is likely over, the traditional 60/40 portfolio is breaking down, and where investors should be looking.
The New "Hemispheric Doctrine"
13/03/2026 | 42 mins.
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 the daily headlines to explore what this conflict means for the Gulf states' ambitions as global financial hubs, the vulnerability of critical energy chokepoints, and the accelerating shift toward a multipolar world.
Double the Return with Lower Volatility
06/03/2026 | 44 mins.
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 are creating winners among oil exporters, why the dollar will slowly share its reserve status, and what 13 years of outperformance says about where fixed income is heading.
Bonds Don't Lie
27/02/2026 | 28 mins.
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 among the few against the 2022 recession narrative and was proven right. Now he's watching the same four indicators, and the conclusion has flipped. Plus: tariffs, AI and the labor market, and a candid take on the Kevin Warsh Fed chair nomination.

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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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