Episode 147 Part 2: “Ahead of the Curve” with John Mauldin
The Bill Walton Show
In this Part 2 of my show with John Mauldin, we range far and wide peering into an optimistic future for humanity. Near term, things look pretty bleak, but when you step back and look at the innovations and technologies that will end up enhancing and prolonging human life, the future holds a lot of promise. Billions of people have been lifted out of poverty in the past 50 years. Some excerpts: We’re living in a financial bubble and a massive bubble of government promises that can never be fulfilled. “I see a reset ahead when these bubbles burst, and it will be a tough adjustment,” explains John “It’s not riding the tiger that's the problem, it's the dismount.” “My job as an investment manager, as an economic thinker and writer, is to help my clients get through to the other side. What can you do? There are things that we can do and great companies that are still going to thriving on the other side of the great reset.” There’s a lot to be excited about and we can count on entrepreneurs, human ingenuity and technological innovation to create solutions. "There's a 95% chance that a 25 year old today will live to be 150 years old." Matt Ridley’s notion that ideas have sex, creating ever more ideas. With China’s demographic crisis and Xi shutting down its markets and entrepreneurs, it's possible that we look back 10 years from now and say, that kind of looks like Japan. The next decade will be the decade of biotechnological transformation. Gerontology research into something called induced tissue regeneration could be the “fountain of middle age.” Why promising companies no longer want to go public, how this hurts the average investor and what we should do about it. And rule one: don’t invest in something you do not understand. There’s a reason John’s newsletter Thoughts From the Frontline has over a million subscribers. He’s truly ahead of curve. Listen in for his many intriguing speculations about our future.
“Right now everybody wants the government to be really big, and we don’t want to pay for it, and that’s not going to get resolved until we have a crisis.”— John MauldinLocation: RemotelyDate: Tuesday 7th SeptemberProject: Mauldin EconomicsRole: Analyst, AuthorIn Ray Dalio’s excellent video How The Economic Machine Works, he explains the concept of long-term debt cycles. This framework can shed light on where we have been economically, and where we might be going.With debt and spending soaring, and no sign of austerity, we may be approaching the conclusion of a long-term debt cycle. Whether you call it a cycle, or a “reset,” in the end it means there may be some kind of great restructuring.The only thing that seems to be clear, is what we are doing today is not sustainable.So how can we get to the other side? And what do we have to be optimistic about?In this interview I talk to author and economic analyst John Mauldin. We discuss current labor shortages, crises and antifragility, and the looming global debt problem.This episode’s sponsors:Gemini - Buy Bitcoin instantlyBlockFi - The future of Bitcoin financial servicesSportsbet.io - Online sportsbook & casino that accepts BitcoinCasa - The leading provider of Bitcoin multisig key security.Exodus - The world's leading Desktop, Mobile and Hardware crypto wallets.Ledger - State of the art Bitcoin hardware walletCompass Mining - Bitcoin mining & hosting-----WBD397 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.
1737 FBF: America's Economic Outlook with John Mauldin Author and Publisher of ‘Thoughts From the Frontline’
Creating Wealth Real Estate Investing with Jason Hartman
Today’s Flash Back Friday comes from Episode 298, originally published in February 4, 2013. On this show, Jason Hartman talks with one of his investment counselors about current events, welcomes a guest caller and also brings to our listening audience the economic outlook from renowned financial expert, John Mauldin. LIVE ORLANDO CONFERENCE Join us for Empowered Investor LIVE: https://www.EmpoweredInvestor.com Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com Jason’s TV Clips: https://vimeo.com/549444172 Asset Protection, Tax Savings & Estate Planning: http://JasonHartman.com/Protect What do Jason’s clients say? http://JasonHartmanTestimonials.com Easily get up to $250,000 in funding for real estate, business or anything else http://JasonHartman.com/Fund Call our Investment Counselors at: 1-800-HARTMAN (US) or visit https://www.jasonhartman.com/ Guided Visualization for Investors: http://jasonhartman.com/visualization Mauldin discusses “spending rearrangement”, a restructuring of our country’s spending problem and tax code, and how the election outcome influences the direction of that restructuring. The larger the government becomes, the smaller the private sector becomes – not an ideal situation for economic recovery in the U.S. Mauldin gives his insights and the possible scenarios and outcomes that could happen, depending on whether or not the deficit problem is truly solved, touching on investments, job creation, tax issues and trade deficits. John Mauldin is also a New York Times best-selling author and a pioneering online commentator. Each week, over one million readers turn to Mauldin for his penetrating view on Wall Street, global markets and economic history. Mauldin’s weekly e-newsletter, Thoughts from the Frontline, was one of the first publications to provide investors with free, unbiased information and guidance. Today, it is the most widely distributed investment newsletter in the world. Mauldin is a frequent contributor to publications including The Financial Times and The Daily Reckoning, as well as a regular guest on CNBC, Yahoo Tech Ticker, and Bloomberg TV. His best-selling books include Bull’s Eye Investing, Just One Thing and Endgame, as well as his recently released update to Bull’s Eye Investing – The Little Book of Bull’s Eye Investing.
Episode 147: “Fingers of Instability” with John Mauldin
The Bill Walton Show
In this episode I’m joined by John Mauldin the best-selling author of Bull's Eye Investing: Targeting Real Returns in a Smoke and Mirrors Market and whose “Strategic Investors Conference” is considered among the best events in the business. This is the 21st anniversary of John’s newsletter Thoughts from the Frontline aimed at helping individual investors and institutions develop a clearer understanding of the forces driving the global economy and investment markets. John has a lot of concerns, as do I, about the fate of the U.S. economy given the avalanche of spending and social engineering programs coming out of Washington. It’s spending $6 trillion on a long list of progressive dreams, raising taxes and killing incentives for entrepreneurship and growth. “I don't know any other way to say it, but it's a guaranteed recession. It just is. You cannot take 15 to 20% extra out of the economy and expect it to perform,” says John. What’s happening is otherworldly. You can't raise taxes enough to pay for this kind of spending, so you're going to have to borrow, or you're going to have to inflate. On our present course, it's going to be both. John estimates total U.S. debt in 10 years to be around $50 trillion. We just seem to be adding to what John calls “fingers of instability.” His metaphor being that we’re building an unstable financial sandpile leading to a collapse. Long term, we’re both believers in human ingenuity and expect huge advances in flourishing and growth. But today? “We have a bubble in both financial markets and government promises,” warns John. How long does this go on before they pop? We are now getting ready to find out. Please join in for a sobering, yet enlightening conversation.
¿Cómo INVIERTE alguien con tanto CONOCIMIENTO sobre la MACROECONOMÍA? ► JOHN MAULDIN
En esta apasionante entrevista contamos con uno de los inversores y economistas más influyentes de EEUU. John Mauldin, con más de tres décadas a sus espaldas en el sector, ha demostrado una visión muy precisa de este mundo que es la inversión y del lado macro de la misma.Recorremos la crisis COVID, la intervención de los bancos centrales, la inversión por temáticas entre ellas las de innovación, su portfolio actual y cómo gestiona en un mundo como el actual y como consecuencia de éste. Una mina de oro.📺ZONAVALUE TV tiene su propia plataforma streaming de inversión ► https://zonavalue.com/zonavalue-tv[APÚNTATE A NUESTROS WEBINARS]►►https://zonavalue.com/cursos[APÚNTATE A NUESTROS EVENTOS]►►https://zonavalue.com/actividadesSi no quieres perderte nuestros vídeos, suscríbete al canal👉https://bit.ly/3gheXZY¿Que está pasando con la inversión socialmente responsable👉https://youtu.be/JPxZ0uOWRu8 ¿Cómo AFRONTAR las CAÍDAS en BOLSA?👉https://youtu.be/rmV6WdjwYAo¿Qué son las SPINOFFS Y como GANAR DINERO con ellas?👉https://youtu.be/yICn3rF40Ns¿Qué está pasando con ARK INVEST?👉https://youtu.be/6_xKatCQziA LAS SPAC | El VEHÍCULO de INVERSIÓN de MODA 👉https://youtu.be/ZJKBnQtAGlM ¿Se puede ser DISRUPTIVO en el SECTOR ENERGÉTICO?👉https://youtu.be/ZqdErWCRsbk ¿Cómo INVERTIR en EMPRESAS muy BARATAS?👉https://youtu.be/4Zj-ClhOx9Q ¿Ha vuelto el VALUE INVESTING?👉https://youtu.be/9xE8vDNKo7w Invertir en BITCOIN, TECNOLOGÍA y sector SALUD👉https://youtu.be/WYnfp4AeiDg FACEPHI ► [Premio Nacional Pyme del Año 2020]👉https://youtu.be/e-mhc37CgIo Primer CLUB de FÚTBOL en la BOLSA ESPAÑOLA👉https://youtu.be/-AS0F_m366Y Links a vídeos de Zonavalue TV:Cómo invertir en fondos socialmente responsables (ESG)►https://bit.ly/3fOfR1zConversaciones con René de Jong►https://bit.ly/3bXLNPZCurso de diversificación de activos►https://bit.ly/3fqgWh5Bitcoin y su impacto en el mundo de la inversión►https://bit.ly/3oW9nlBLa inversión en startups despega – ¿Cómo no perder la oportunidad?►https://bit.ly/3yJbwoT¿Qué son los unicornios financieros y cómo invertir en ellos?►https://bit.ly/3nsmQk2Empresas cotizadas y no cotizadas►https://bit.ly/2R2bGXe¿Cómo se financian las start-ups? Analizando factores de crecimiento►https://bit.ly/3sB0ga7Conversaciones con Iván Díez y Francisco Rodríguez de LONVIA CAPITAL►https://bit.ly/3dwgBZlFimarge Balanced portfolio fund class A►https://bit.ly/2Q9CQLV★SÍGUENOS EN NUESTRAS REDES REDES★👉Facebook: https://bit.ly/3f2d9nL👉Twitter: https://bit.ly/3ij05w7👉Instagram: https://bit.ly/2ZjJteQ👉Linkdn: https://bit.ly/2AjzTjM 🎧Ivoox►https://bit.ly/2IqLW2z🎧Apple Podcasts►https://apple.co/3kSu2ng🌐Hazte socio del club►https://bit.ly/2KqgVN7Suscríbete a Zonavalue Club►https://bit.ly/3gheXZY
Special Edition: Louis Gave at the John Mauldin Strategic Investment Conference
Today we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant topic of inflation. To follow along with a slide deck, you can access our blog here: https://blog.evergreengavekal.com/taking-a-punch-getting-up-again/ As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.
John Mauldin: "Crisis, Collapse & Conflict: A World At The Crossroads" (Hedgeye Investing Summit)
**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020**This is an exclusive "Hedgeye Investing Summit" interview between John Mauldin, Founder of Mauldin Economic, renowned Demographer Neil Howe and Hedgeye CEO Keith McCullough.
Erik Townsend welcomes John Mauldin to MacroVoices. Erik starts by asking John if this is the end or just the beginning of this small market dislocation? They further discuss drivers behind the back up of interest rates and ask how far can the 10-year go before something breaks and what are the risks? They proceed to discuss inflation, China and some of the surprises from the SIC conference this year.