Global Macro Update copertina

Global Macro Update

Global Macro Update

Di: Mauldin Economics
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A proposito di questo titolo

 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.2022 Mauldin Economics. All rights reserved. Economia Finanza personale Politica e governo
Episodi
  • Why Everyone Was Wrong About the Global Oil Glut

    Why Everyone Was Wrong About the Global Oil Glut
    Feb 20 2026

    Jan Stuart, one of the sharpest oil minds on Wall Street and global energy strategist at Piper Sandler, cuts through the headlines for a wide-ranging conversation on the state of global oil markets heading into 2026. Is there really an oil glut? What is China doing with all that crude? And is the US shale boom finally running out of steam? Jan answers all… and more.
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    38 min
  • Emerging Markets Are En Vogue

    Emerging Markets Are En Vogue
    Feb 13 2026

    Gavekal CEO Louis Gave is here this week to discuss emerging markets, China's manufacturing edge, Japanese bond yields, and the broken relationship between Canada and the US. If you're discovering emerging markets for the first time (or think you already understand them), this conversation is for you.
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    43 min
  • The GeoMacro Era Is Here

    The GeoMacro Era Is Here
    Feb 6 2026

    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.
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    28 min
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