Felix Zulauf tells Ed D’Agostino that the New World Order has huge ramifications for the economy.
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View moreFelix Zulauf tells Ed D’Agostino that the New World Order has huge ramifications for the economy.
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View moreFelix Zulauf tells Ed D’Agostino that things have progressed faster in the past year than in the past decade!!!
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Investors are getting nervous. Today we’ll hear from Katie Stockton on where the US stock market is headed, pain in the energy sector, how to manage risk, and more.
Katie is the founder and managing partner of Fairlead Strategies, an independent research firm and investment advisor. She also has her own ETF: the Fairlead Tactical Sector Fund (TACK).
Where most of our guests are macro thinkers, Katie is a technical analyst. Here’s Katie:
“Technical analysis in my opinion isn’t really predictive per se, but it’s putting more probabilities in your favor. It’s helping you identify prevailing trends and stay on the right side of them and then it can help you manage risk within that context.”
This can be
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Felix Zulauf says, “We’re moving away from the world we come from.”
The pace of geopolitical, technological, and economic change we are living through is unmatched, perhaps in all of human history. It can be challenging to orient yourself while we’re in the middle of it, but speaking with the right people can help.
Felix Zulauf is one of those people. Felix was a global strategist for UBS Bank and the head of its institutional portfolio management group. He went on to found Zulauf Asset Management. Today he runs Zulauf Consulting, where he advises some of the largest and most influential institutional investors.
We’re covering a lot of ground today… everything from Europe’s energy woes and cheap
View more@TheJaredDillianShow believes Trump is less Business Friendly than Kamala!
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View more@TheJaredDillianShow tells Ed D’Agostino he believes Trump is for the little guy.
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View more@TheJaredDillianShow wants you to understand why the Banking Industry Bailouts create "Blank Checks."
Check out the full interview here: -Vf5GI
View more@TheJaredDillianShow WOULD travel back in time and settle the score! Check out the full interview here: -Vf5GI
View more@TheJaredDillianShow explains the problem with an aging generation and the future of social security as a benefit
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View more@TheJaredDillianShow wonders if Vivek has what it takes to slash spending.
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#elonmusk #government
View moreSocietal Change? Happens when a small minority REALLY wants to change something! Do you agree with Jared Dillian?
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View moreJared Dillian explains why that might not give you the investment results you want!
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#finance #stockmarket
@dailydirtnap
shares the "Awesome Portfolio" with
@EdDAgostino
and why it is one of the best ways to play the market.
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View moreOur good friend Jared Dillian is back on Global Macro Update for a state of the union. We’re discussing everything from Indian stocks, Milei’s Argentina, and burning cars in France, to Social Security and how to make money in 2025.
View moreIs 2025 the year China finally makes a move on Taiwan?
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
View moreToo 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
View moreWill 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
View moreMoney + 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
View moreHave 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
View moreHe’s got bigger 🐟 to fry!
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
View moreNo Crisis / No Stimulus
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
View moreTrade War Incoming! ❗
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
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Shehzad Qazi, the managing director at China Beige Book, pegs the probability of a US-China trade war in 2025 at 100%. He expects Trump to sign tariff legislation on day one of his second term.
In our interview, Shehzad discusses what this means for US-China relations, along with China’s staggering trade surpluses, and how Europe and emerging markets fit into the looming trade war.
We also cover the truth about China’s real estate crisis and the Taiwan problem. Shehzad says Taiwan might be less interested in defending itself against China than many here in the US would like.
What does slower growth in China mean for the global economy? Is India the next China? Can China become a consumer-driven
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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:
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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
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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,
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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
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We’re wrapping up our energy series with Mark Mills, Executive Director of the National Center for Energy Analytics. Mark and I both began our careers in manufacturing plants before American manufacturing largely moved overseas. Today, that megatrend is coming full circle, as rising labor costs in China and an increased focus on resiliency persuade businesses to bring manufacturing and production back to the US.
I see this as a positive for North America, and advances in automation will make our manufacturing even more productive.
But this boom in reshoring, or “repatriation” as Mark calls it, requires massive amounts of energy. Where will it come from? That is the focus of our interview today.
Mark
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Many analysts are pointing to China’s economic woes as a root cause behind the recent slump in oil prices. But Piper Sandler global energy economist Jan Stuart sees softer oil demand stemming from weakening economies in Europe and the US, too. Here’s Jan:
What’s happening is that demand growth… it’s decelerating very fast. … In the data through July, in the case of China through August, the data tell you that there is something going very, very wrong in China. That things are not growing, are in an industrial recession for now, going on year number three across Europe. And that increasingly here in America, things are getting softer on the oil demand front.
Will oil prices recover anytime soon? And
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The prevailing narrative around oil is that a global supply glut and weakening demand from China will continue to keep oil prices down.
The reality is that oil isn’t going away anytime soon.
Josh Young, the founder and CIO at energy investment firm Bison Interests takes us on a world tour of oil-producing nations, explaining why there is “a lot less spare capacity than people think.” That includes capacity from Guyana, which some have called “the next Saudi Arabia.” He also believes the China demand story is overstated.
You will also hear about which OPEC nations might be cheating on their quotas, the nuances in the Exxon v. Chevron dispute, the future of the Strategic Petroleum Reserve… and what
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