Investors hate Risk
2024-11-20
Too much political risk for investors to feel safe about #China?
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Is a move on Taiwan Inevitable?
2024-11-19
Will 2025 be the year the PRC goes for Taiwan?
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Xi’s Ouroboros
2024-11-18
Money + Housing = Families + Schools / Good Governance = Foreign Investment
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
LIVE: Post-Election Market Reactions & Analysis – Peter Boockvar Q&A
2024-11-08
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We’re speaking with Peter Boockvar LIVE at 3 pm ET on Friday, November 8. Peter is the chief investment officer at Bleakley Financial Group and editor of The Boock Report, where he shares daily macro analysis. He’s also a CNBC contributor and a popular speaker at the Mauldin Economics Strategic Investment Conference.
Today he’ll answer your questions on tariffs, inflation, his outlook for the markets under the new administration, and more.
Please drop a question in the comments section below during the interview.
Learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-financial-as-chief-investment-officer
Follow Peter Boockvar on X (Twitter) here:
Election 2024: Three Nations Already Inside Our Systems | Karim Hijazi
2024-11-01
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When it comes to cybersecurity, intelligence expert Karim Hijazi says the election is not “under control.” All the usual suspects—Russia, China, Iran—plus “hackers for hire” are busy meddling in the election. Their goal isn’t necessarily to tilt the scales in favor of one candidate or party, but to sow political and social discord, thus weakening the US as a whole.
Karim says these are the same players driving intellectual property theft, financial system attacks, and other cyber manipulations.
Karim is the founder and CEO of cybersecurity firm Vigilocity. In this interview, he explains how the US could further minimize election interference and weed out espionage. He believes we rely too heavily on
This Technology Will Change Aging Forever | Patrick Cox
2024-10-25
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Get your free copy of Patrick Cox’s report Longevity Myths and Solutions here: https://www.mauldineconomics.com/go/JM571V/YTB
Today, we’re catching up with macroeconomist and longevity expert Patrick Cox, a longtime friend of all of us at Mauldin Economics.
Patrick’s credentials are vast. He worked with Netscape founder Marc Andreessen to help develop SSL encryption. He’s consulted for Fortune 500 companies, authored the book The Methuselah Effect, and published dozens of peer-reviewed research papers on longevity biotech. He’s also interviewed numerous Nobel Prize-winning scientists and researchers. And he’s appeared in The Wall Street Journal and on CNN’s Crossfire news program.
In this interview,
How China Dominates the Global Export Business | Louis Gave
2024-08-30
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Decoupling the US economy from China’s is essential to strengthening our long-term economic resiliency and national security. Meanwhile, China is doing the same thing—decoupling its economy from ours. Yet China’s export business is booming.
Gavekal CEO and renowned China expert Louis Gave says that China now exports more to other emerging markets than it does to the US and western Europe. Here’s Louis:
“China’s trade is absolutely booming. The investments that China made 10 years ago in things like the One Belt One Road, the Silk Road Fund, the Asian Infrastructure Investment Bank, all the things that we laughed at and said, ‘Oh, you want to have trade with Kazakhstan? Who cares? Sure, have it. It’s
Co-Founder of CrowdStrike: Taiwan Could Be the Next Ukraine | Dmitri Alperovitch
2024-07-19
Is the US in “Cold War II” with China? Dmitri Alperovitch believes we are, and that it could turn kinetic, starting with China potentially invading Taiwan.
Dmitri is a founder of cybersecurity firm CrowdStrike and the co-author of World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. He’s also one of the few analysts who accurately predicted when, why, and how Russia would invade Ukraine. He got it right—and he got it right early.
Dmitri articulates Taiwan’s strategic importance to both China and the US in plain terms. He points to China’s belief in its right to global preeminence, saying that China doesn’t want to be a US peer—it wants to “eclipse” it. When China looks out from its shores, it sees a ring of US naval power constraining it, keeping it
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