This is the Most Challenging Environment For Investors in Years
After interviewing George Friedman, Bruce Mehlman, Gary Shilling, and Jacob Shapiro in previous episodes of our Global Macro Update video series, today Ed D’Agostino has a one-on-one conversation with yours truly regarding this complicated macro landscape.
In this episode of Global Macro Update, we discussed why this is the most challenging investing environment in recent memory… the likelihood of the Fed engineering a “soft landing”… and more.
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In this latest edition, Ed and I also discussed:
- How deflation could become the real danger once inflation is tamed…
- Why GDP and corporate profits will dip in the coming recession but employment will likely remain strong…
- The most bullish and optimistic man in the room on what sectors will soar in the coming decade…
- What hiking rates and tightening balance sheets will ultimately mean for investors and markets…
We look forward to bringing you more Global Macro Update interviews in the weeks ahead.
Thanks for reading.
Sincerely,
John Mauldin
Co-founder, Mauldin Economics
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