Ed D'Agostino
@eddagostino
Partner at Mauldin Economics @MauldinEcon
Skier, fisherman, Catamount!
Host of #GlobalMacroUpdate podcast
ID: 2194890176
https://www.mauldineconomics.com/go/JM522SM002/TWR 14-11-2013 21:26:26
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Big tech shake‑ups aren’t new… but how will AI giants fare in the long run? Ed D'Agostino sat down with ʎllǝuuop ʇuǝɹq to talk investor psychology, AI valuations, and more. mauldineconomics.com/global-macro-u… #ArtificialIntelligence #TechTrends #FinanceInsights #GlobalMacroUpdate
Near‑zero interest rates created what Michael Howell (CrossBorder Capital/ GLIndexes) calls an “everything bubble.” Ed D'Agostino discusses why the bill is coming due, and shares his full interview with Howell. mauldineconomics.com/global-macro-u… #GlobalMacro #InterestRates #Liquidity #GlobalMacroUpdate
One of my favorite interviews of the year. Jeff deGraaf of RenMac: Renaissance Macro Research joins me to talk about his investment process, interest rates, the market cycle, and where to invest today. Thanks Jeff! youtu.be/wSEx09MHT6Q
Liz Ann Sonders (Liz Ann Sonders) brings sharp insight to market concentration and why the Mag 7 deserves a fresh look. Ed D'Agostino shares their full conversation in his latest Global Macro Update. mauldineconomics.com/global-macro-u… #Investing #Markets #SAndP500 #Finance
Ed D’Agostino (Ed D'Agostino) sits down with George Friedman (George Friedman) for a timely Global Macro Update, digging into his latest geopolitical outlook and why he sees the global order shifting right now. mauldineconomics.com/global-macro-u… #Geopolitics #GlobalMacro #Economics
A thoughtful look at the structural shifts shaping the global economy and why John Mauldin sees this as a period of significant transition driven by debt, demographics and policy choices. mauldineconomics.com/frontlinethoug… #Economy #Markets #Finance