Global Macro Update with Ed D'Agostino
and Dan Basse

July 29, 2022

Today I spoke with economist and agriculture expert Dan Basse of AgResource. The discussion was more than I expected—the US and the world are facing serious food security issues. Dan goes into great detail during our discussion on:

  1. What “peak farmland” is and why it will be the defining issue for US agriculture and food production...
  2. How China’s global wheat reserves could create supply shortfalls in the rest of the world...
  3. Why food prices globally and domestically will continue to remain “sticky” over the next 5 to 10 years...
  4. Why the ongoing Russia-Ukraine conflict will cause massive food shortages in the Middle East and Africa and how Latin America could make up the shortfall...
  5. How climate change is affecting global crop yields and why we’re just one adverse event away from a food crisis...

To learn more about Dan Basse click here

Global Macro Update with Ed D'Agostino and Amy Myers Jaffe

July 22, 2022

In this episode of Global Macro Update, Ed D'Agostino and Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab, Fletcher School of Law and Diplomacy, Tufts University and author of Energy’s Digital Future: Harnessing Innovation for American Resilence and National Security - discuss how digital technology could reshape world energy markets…what this could mean for the future of oil... the convergence of automation, artificial intelligence, and big data analytics... plus much more...

To learn more about Amy Myers Jaffe click here

Global Macro Update with Ed D'Agostino and George Friedman

July 15, 2022

In this episode of Global Macro Update, Ed D'Agostino and George Friedman, founder and chairman of Geopolitical Futures, discuss the very sad news of the assassination of former Japanese Prime Minister Shinzo Abe last week and… the massive geopolitical story the mainstream media is overlooking… and why Japan’s Liberal Democratic Party strongly favors eliminating Article 9 and what that means for the Pacific… and much more.

To learn more about George Friedman click here

Global Macro Update With Ed D'Agostino and Peter Boockvar

July 8, 2022

In this episode of Global Macro Update, Ed D'Agostino and Peter Boockvar, chief investment officer and portfolio manager for Bleakley Advisory Group, discuss unique challenges in today’s inflationary environment. Peter discusses how many investors have never lived through an investing environment like today’s and why that matters… how what happens at the ECB affects the US Fed and vice versa… the unique challenges facing central banks in combating inflation… and more.

To learn more about Peter Boockvar click here

Global Macro Update With Ed D'Agostino and Peter Boockvar

July 8, 2022

In this episode of Global Macro Update, Ed D'Agostino and Peter Boockvar, chief investment officer and portfolio manager for Bleakley Advisory Group, discuss unique challenges in today’s inflationary environment. Peter discusses how many investors have never lived through an investing environment like today’s and why that matters… how what happens at the ECB affects the US Fed and vice versa… the unique challenges facing central banks in combating inflation… and more.

To learn more about Peter Boockvar click here

Global Macro Update With Ed D'Agostino and John Mauldin

April 15, 2022

In this episode of Global Macro Update, Ed D’Agostino and John Mauldin, co-founder of Mauldin Economics, discuss the most challenging environment for investors in years, the near daily shifting global landscape, the likelihood of the Fed engineering a “soft landing” and much more.

If you enjoyed this interview and want more incisive commentary on the most important global economic issues, take a look at the speaker lineup for the upcoming Strategic Investment Conference by clicking here

Global Macro Update with Ed D'Agostino and Jacob Shapiro

April 8, 2022

In this episode of Global Macro Update, Ed D'Agostino and Jacob Shapiro, Director of Geopolitical Analysis at Cognitive Investments, discuss what's next in the Russia / Ukraine conflict and the frightening effects of disruptions to the global supply chain.

To learn more about Jacob Shapiro and Cognitive Investments click here

If you enjoyed this interview and want more incisive commentary on the most important global issues,
take a look at the speaker lineup for the upcoming Mauldin Economics Strategic Investment Conference by clicking here

Global Macro Update with Ed D'Agostino and Gary Shilling

April 1, 2022

Ed D'Agostino and Gary Shilling, president of A. Gary Shilling & Co., Inc., discuss sector winners and losers from the Russia-Ukraine war… why we might already be in recession… the Fed's next move… and more.

Ed D'Agostino and Bruce Mehlman, Founder of Mehlman Castagnetti Rosen & Thomas, discuss the ongoing Russia/Ukraine conflict… the “Post” Post-Cold War world… how China will react… and more.

March 21, 2022

To access Bruce Mehlman's latest slide deck, click here now.

Ed D'Agostino and George Friedman Discuss Russia and the Ukraine... What does it mean for you?

March 11, 2022

 

Ed D'Agostino of Mauldin Economics speaks with George Friedman, chief executive officer of Geopolitical Futures, about the Russia/Ukraine conflict and what the current political climate means for investors and the world at large.