Pippa Malmgren

Dr. Pippa Malmgren is a prominent economist, author, and geopolitical strategist who has built a career bridging the gap between high-level policy and financial market outcomes. She served as Special Assistant to the President for Economic Policy on the National Economic Council during the George W. Bush administration and as Advisor on the President's Council of Economic Advisors. Her unique vantage point—combining deep Washington insider experience with rigorous economic analysis—has made her a sought-after voice on how political risk translates into market volatility.

Malmgren is the author of several influential books, including The Leader's Algorithm and Signals: How Everyday Signs Help Us Navigate the World's Turbulent Economy. In Signals, she argues that ordinary people can read economic shifts through everyday price changes and behavioral cues—a framework that resonates deeply with commodity investors tracking inflation, supply chain disruptions, and resource scarcity. She is widely credited with coining the term "shrinkflation" in its modern microeconomic usage, demonstrating her ability to distill complex economic phenomena into actionable concepts.

For commodity and mining investors, Malmgren's value lies in her macro-level analysis of how geopolitical tensions, monetary policy, and fiscal decisions drive demand for hard assets. She is a frequent speaker at premier resource investment conferences, including the Super Terrific Happy Day conference alongside figures like Stephanie Pomboy and Grant Williams, where she addresses how inflationary pressures, currency debasement, and great-power competition create tailwinds for gold, energy, and critical minerals. Her analysis of the geopolitical dimensions of resource competition—particularly regarding rare earths, energy transition metals, and supply chain sovereignty—provides mining investors with a strategic overlay that pure financial analysis often misses.

Malmgren regularly appears on major financial media and at institutional investment conferences, where her commentary on inflation, central bank policy, and geopolitical risk helps resource investors contextualize their positions within broader macroeconomic trends. Her ability to anticipate policy shifts and their inflationary consequences makes her particularly relevant for investors positioning in gold, silver, and the broader mining sector as hedges against monetary instability.