CMG Mauldin Smart Core - 1Q 2020 Conference Call

On Feb. 26, 2020, CMG's John Mauldin and Steve Blumenthal interviewed Ben Hunt, creator and founder of Epsilon Theory.

On Feb. 25, 2020, CMG's John Mauldin and Steve Blumenthal discussed the novel coronavirus, recession and other issues potentially affecting the global and US economy and stock market with David Rosenberg, founder and chief economist of Rosenberg Research and Associates.

Recently, CMG's founder and CIO, Steve Blumenthal, chatted with Jonathan D.T. Ward, author of China's Vision of Victory. Dr. Ward has been studying the rise of China for more than a decade. From travels with truck caravans in Tibet and across the South China Sea by cargo ship in his early twenties, to accessing Communist Party archives that have now been closed to the world while a Ph.D. candidate at Oxford, to consulting for the U.S. Department of Defense and Fortune 500 organizations, Dr. Ward has brought the experience of a traveler, the discipline of a scholar, and the insight of a strategy consultant to one of the toughest, biggest challenges of our time: what does China want, how will it try to get it, and what should America do? Dr. Ward is the Founder of Atlas Organization, a Washington DC and New York based consultancy focused on the rise of India and China, and US-China global competition.

Recently, CMG's Steve Blumenthal talked with Sam Rines, Chief Economist at Avalon Advisors. Prior to joining Avalon, Sam was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. Sam is a member of The Houston Economics Club and a World Economic Forum Global Shaper.