The Hidden Flaw in the $2T Energy Transition Plan | Mark Mills

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

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

2024-11-17

Have you ever heard of Immigration to China? Neither has Ed. But they will need immigrants to drive consumption for their economy.

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

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

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,

2024-10-04

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Dr. Lacy Hunt says the US economy is in a “very precarious situation.” Inflation is coming down, but prices are not. New cars and homes cost about 20% more than they did before the pandemic and remain out of reach for people on the middle and lower rungs of the economic ladder. The high cost of food isn’t helping, either.

Inflation hurts those who can least afford it. Lacy rams home the point—just because inflation is slowing, doesn’t mean there aren’t millions of people still suffering due to the higher costs of basic needs. Lacy walks us through the data.

We also discuss the economic impacts of artificial intelligence, the nuclear energy revival, and the pros and cons of immigration.

Dr. Hunt is

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

2024-06-28

We are entering a golden age of macro investing says Harris Kupperman, or “Kuppy” as he’s colloquially known.

Kuppy is the founder and CIO of Praetorian Capital, where he publishes an excellent, free investor letter (link below) that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt.

While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors.

We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas—including offshore energy—that he likes. We also discuss his success with uranium, and how our tense