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Global Macro Update

Mauldin Economics
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China
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Inflation
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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 interv... more

PublishesWeeklyEpisodes99Founded3 years ago
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Latest Episodes

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... more

Everyone worries AI will take their job. Steve Lord thinks we'll hit a bigger wall first: power. Lord is COO of Burkland Associates, which works with Andreessen Horowitz and dozens of other top VC firms. Hear about the infrastructure bottleneck facin... more

CrossBorder Capital founder Michael Howell built his framework for tracking global liquidity while at Salomon Brothers. His central thesis: the ratio between debt and liquidity predicts financial crises and asset bubbles. Howell explains why the $350... more

While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 bi... more

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Recent Guests

Steven Lord
Chief Operating Officer at Burkland Associates
Burkland Associates
Episode: The New VC Playbook
Michael Howell
Founder of Global Liquidity Indexes and author of Capital Wars
Episode: The Mania Begins
Brent Donnelly
A trader and expert on currency trading.
Spectrum Markets
Episode: Will OpenAI be the Yahoo! of the AI Era?
Jared Dillian
Investment strategist and publisher of Jared Dillian Money
Jared Dillian Money
Episode: We're Back to 1997/98?
Jacob Shapiro
Director of Research at Bespoke Group
Bespoke Group
Episode: The Fatal Mistake Handing the AI Race to China
Dr. Ed Yardeni
One of the most accurate stock market predictors on Wall Street
Episode: Ed Yardeni: Why the Recession Still Isn't Here
Barry Habib
One of the country's top housing and mortgage experts
MBS Highway
Episode: Why Your Landlord Is Getting RICH (And You're Not)
Brendan Ballou
Former federal prosecutor and author of "Plunder, Private Equity's Plan to Pillage America"
Episode: Private Equity: Too Big to Fail?
Marko Papic
Chief Strategist at BCA Research and author of Geopolitical Alpha
BCA Research
Episode: Ukraine's Playbook for Defeating Russia

Host

Ed D'Agostino
Host of Global Macro Update, providing insights into economic trends and global affairs.

Reviews

4.9 out of 5 stars from 30 ratings
  • No signal in the noise

    Interviews with salesmen who get paid by parties with agendas

    Apple Podcasts
    2
    Ajax151
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the depth of analysis and insightful interviews with experts in the field.
Some reviews mention a skepticism towards mainstream narratives presented in economic discussions.
Concerns were raised regarding perceived bias and the nature of certain guests' affiliations.

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Talking Points

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The New VC Playbook
Q: What's your advice for somebody who's always wanted to invest in VC or has a chance to invest in a fund?
You have to be patient, diversify your investments, and aim to invest through a vehicle that simplifies the cap table.
The New VC Playbook
Q: What is your advice for a founder today, given the backdrop that we just covered over the last 40 minutes?
Start early, don't be discouraged, and make sure your story is tight and realistic about your valuation.
The Mania Begins
Q: How does treasury issuance factor into the current market dynamics?
The recent issuance of short-term treasuries aligns with stablecoin regulations and influences liquidity in money markets, with implications for banks and credit providers.
The Mania Begins
Q: What would your takeaway be for individual investors? Are you preaching caution at this point?
Investors should be aware of the imbalances between debt and liquidity and consider adjusting their asset allocations, especially to safeguard against potential financial downturns.
Ed Yardeni: Why the Recession Still Isn't Here
Q: Can you explain the implications of the recent trends in the consumer credit market?
Yardeni indicates that developments like Buy Now, Pay Later may be contributing to stress among lower-income consumers, highlighting a growing concern but not an immediate crisis.

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Frequently Asked Questions About Global Macro Update

What is Global Macro Update about and what kind of topics does it cover?

This podcast focuses on the intricate relationships between macroeconomic policies and global events, often translating complex political movements into actionable investment strategies. Key themes revolve around market dynamics shaped by high-profile geopolitical figures such as Putin and Xi Jinping, and the implications of current economic trends on personal finance and investments. Episodes frequently feature expert interviews that unveil insights into economic forecasts, market behaviors, and global crises, making it particularly valuable for those keen on understanding the underlying forces that drive financial markets and international relations.

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Which podcasts are similar to Global Macro Update?

These podcasts share a similar audience with Global Macro Update:

1. The Julia La Roche Show
2. Macro Voices
3. Thoughtful Money with Adam Taggart
4. Forward Guidance
5. Talking Geopolitics

How many episodes of Global Macro Update are there?

Global Macro Update launched 3 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Global Macro Update?

Recent guests on Global Macro Update include:

1. Steven Lord
2. Michael Howell
3. Brent Donnelly
4. Jared Dillian
5. Jacob Shapiro
6. Dr. Ed Yardeni
7. Barry Habib
8. Brendan Ballou

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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