The 1940s vs 2020s: Debt Levels, Monetary Policy, and Cryptos as Global Currencies | Lyn Alden
2024-04-05
Inflation is proving stickier than anyone would have hoped. Lyn Alden, the author of Broken Money: Why Our Financial System Is Failing Us and How We Can Make It Better and my guest today, offers a cogent explanation of why, likening it to the fiscal-driven inflation of the 1940s.
Lyn explains how the pandemic-era fiscal stimulus continues to affect our economy, along with increasing geopolitical instability and the runaway federal deficit. We also discuss bitcoin’s special role in emerging markets, vulnerabilities in our banking system, and the problem with India’s central bank digital currency.
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Friedman on the “Two Chinas” and How Putin Saves Face
2024-02-13
George Friedman says there are two Chinas: one based in Shanghai and another that is still effectively a third-world country. He paints a grim picture of China, with security lockdowns, home inspections, and paralysis among its leaders. He says Xi Jinping may have already lost control, and the risk of civil war is real.
George and I also unpack the military stalemate in Ukraine and the increasingly complex posturing in the Middle East.
You will also hear why China won’t invade Taiwan, which Middle East country is the best model for success, and how the US could help end the war in Ukraine.
George Friedman is a renowned geopolitical strategist, best-selling author, and the founder of Geopolitical Futures. You can get special access to his work at Geopolitical Futures by following the
China, Energy Markets & The Bond Market Threat | David M. Hay
2024-02-09
Grant Williams connected me with Evergreen Gavekal CIO David Hay many years ago,
calling him “one of the good guys.”
In this interview, David and I unpack the future of nuclear energy and oil & gas investing,
along with the trouble in China’s stock and real estate markets.
David adds to my long list of reasons why China is un-investable right now. He also
shares a specific investing signal we should all watch—and deems it “the most
important thing” in our conversation. It’s a technique endorsed by Paul Tudor J ones.
You will also hear about the opportunities David sees in Japan, the ticker of an insurance
company David likes right now, and why he’s personally invested in molten salt small
nuclear reactors.
For all of us following the nuclear energy revival, David recommends reading
Taiwan Says ‘No’ to Unification: What’s China’s Next Move? | Elbridge Colby
2024-01-19
Will the US go to war with China over Taiwan? Most Americans have a hard time seeing that as a real possibility. Why should the US care about an island right off China’s mainland that’s smaller than its biggest national park?
Foreign policy expert Elbridge Colby, who served as Deputy Assistant Secretary of Defense for Strategy and Force Development, breaks down China’s plan to dominate the Eastern Hemisphere—starting with Taiwan—and then challenge US hegemony.
Colby is a co-founder and principal of the Marathon Initiative, a foreign policy think tank, and the author of The Strategy of Denial: American Defense in an Age of Great Power Conflict.
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Do Third Parties Matter in U.S. Elections? A Deep Dive with Frank Luntz
2023-12-22
Today’s guest, renowned political pollster Dr. Frank Luntz, believes the once absurd
thought of the two leading presidential candidates debating each other while one wears
prison orange and the other receives geriatric medical support is, in fact, a possibility.
Yet, 70% of Americans don’t want a Trump vs. Biden rematch. Have we finally reached
the point where a third-party candidate could win? Dr. Luntz shares invaluable insights
on the 2024 election with Mauldin Economics Publisher Ed D’Agostino.
Please be sure to subscribe to Global Macro Update on the Mauldin Economics
website. Subscribers get a free weekly email with a link to each new video, additional
commentary from Ed D’Agostino on these interviews, and a full transcript.
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The Collapse of the Unipolar World | Felix Zulauf
2023-12-08
When Felix Zulauf has a hunch, he’s usually right. Mauldin Economics Publisher Ed D’Agostino interviews Zulauf, the former head of UBS’s institutional portfolio management group and the founder of Zulauf Consulting, about the end of the multipolar world and where the markets are headed.
Please be sure to subscribe to Global Macro Update on the Mauldin Economics website. Subscribers get a free weekly email with a link to each new video, additional commentary from Ed D’Agostino on these interviews, and a full transcript.
Go here to subscribe to Global Macro Update: https://www.mauldineconomics.com/go/JM528N/YTB
Learn more about Felix Zulauf here: https://www.felixzulauf.com/about-us/
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Investing as a Life Hedge and Opportunities in Emerging Markets | Jared Dillian
2023-12-01
Argentina may have finally done something right. Mauldin Economics Publisher Ed D’Agostino interviews Jared Dillian, author of the soon-to-be-released book No Worries and Editor of The Daily Dirtnap, about investing in emerging markets, Argentina’s new anarcho-capitalist president-elect, and how to build a “life hedge” into your portfolio.
Preorder Jared Dillian’s new book, No Worries, here:
https://www.jareddillianmoney.com/go/JD037MS0014/MEC
Learn more about Jared Dillian here:
https://www.jareddillianmoney.com
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