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Category Archive: 6b.) John Mauldin

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Oil Demand SURGES Despite Energy Transition Hype | Josh Young

2024-09-13

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563H/YTB. 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...

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How China Dominates the Global Export Business | Louis Gave

2024-08-30

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563G/YTB 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...

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Ex-Wall Street Trader: The $8 Trillion Bubble Ready to Burst | Jared Dillian

2024-08-23

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That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms. Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get...

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Here’s How We Weaponized the US Dollar | Saleha Mohsin

2024-08-09

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After Russia invaded Ukraine, the US and its allies froze over $58 billion in assets from Russian oligarchs and blocked major Russian banks from using the international payment system, known as SWIFT. Did the US cross a line in terms of weaponizing the dollar and denying access to the global financial system—opening the door to other nations losing confidence in the US dollar? Saleha Mohsin, a senior Washington correspondent for Bloomberg News and...

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Why Interest Rates and Inflation Are Here to Stay | William White

2024-08-02

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As the US and its Western allies realign supply chains to strengthen economic resiliency, the cost of certain goods and commodities will go up. I call this “resiliency-driven inflation.” I received a note from renowned economist Bill White about this, which prompted our interview. Bill is a former chairman of the Economic and Development Review Committee at the OECD. He has served at the Bank of Canada and Bank of England, and he is a long-time...

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Revolt of the Public: How Information Overload Reshapes Politics | Martin Gurri

2024-07-26

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Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point. Since then, the amount of information available to us has gone parabolic, as documented by former CIA media analyst Martin Gurri in his fascinating book, The Revolt of the Public. Gurri explains the effects of this information “tsunami,” which underpinned events from the Arab Spring to Javier...

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Co-Founder of CrowdStrike: Taiwan Could Be the Next Ukraine | Dmitri Alperovitch

2024-07-19

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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...

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Geopolitical Shocks: How to Profit with Kuppy’s Macro Dreamscape

2024-06-28

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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...

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The Future of the Market: Roaring 20s or Repeat of the 70s? Ed Yardeni & Eric Wallerstein

2024-05-24

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Will the stock market rise another 50% by 2030? Dr. Ed Yardeni believes there’s a substantial chance this could happen. We discuss why in this Global Macro Update interview. Dr. Ed’s thesis cites increasing productivity, fueled by advances in technology. This aligns with my AI/productivity boom theme: AI and automation will supplement workers, who are in short supply, making companies much more productive. Dr. Ed says, “Productivity is sort of...

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Investor Watch 2024: Cyber Espionage & National Security Threats | Karim Hijazi

2024-05-17

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Intelligence expert Karim Hijazi says the online threats to our national security go well beyond TikTok. They are vast, largely invisible, and ever-present—and AI is only amplifying this. Karim is the founder/CEO of cybersecurity firm Vigilocity, and we connected through Renè Aninao, the managing partner of CORBŪ. Karim and I discuss how cyberspace has become the primary medium for spycraft and warfare among advanced nations. He says we are in a...

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The Coming Storm: How AI & Fed Changes Will Reshape Your Investments | Danielle DiMartino Booth

2024-05-10

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QI Research founder and former Dallas Fed adviser Danielle DiMartino Booth discusses recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation. Danielle unpacks a litany of troubling economic data in our interview. Layoffs are spreading from tech to retail, manufacturing, and transportation. And for the first time ever, Americans are paying more to service their non-mortgage debt than their mortgage...

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2024 Crypto Mastery: Real-World Blockchain, Investment Strategies, & Bitcoin ETFs | Stephen McBride

2024-04-12

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RiskHedge Chief Analyst Stephen McBride says, “99% of crypto is absolute garbage. I wouldn't touch it. I think the other 1% will change the world.” Stephen runs a crypto advisory that’s outperformed bitcoin—even through the last crypto crash. In this interview, he shares his crypto portfolio’s largest holding, explains how new bitcoin ETFs will change crypto investing, and shares real-world applications for the blockchain, including one that...

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The 1940s vs 2020s: Debt Levels, Monetary Policy, and Cryptos as Global Currencies | Lyn Alden

2024-04-05

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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...

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Big Tech Made You a Digital Serf | Frank McCourt

2024-03-26

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Big Tech is watching. Companies like Google, Meta, and X (Twitter) track what you read and watch, where you drive, and what you buy. Unless you live off the grid, most of this is out of your control. Frank McCourt, Jr., the executive chairman of McCourt Global and former LA Dodgers owner, is putting up $500 million of his personal fortune to fight this invasive system and make the internet better for everyone, especially children. This starts...

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Nuclear’s Untapped Potential: Unlocking Unlimited Clean Power | Robert Zubrin

2024-03-15

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Energy demand is set to skyrocket—in the US and around the globe. What if we could tap an energy source that is clean, abundant, and cheap? We could if regulators would get out of the way. Aerospace and nuclear engineer Dr. Robert Zubrin highlights how oppressive regulation blocks nuclear projects without improving safety. You will hear about the exciting progress scientists are making with fusion and small modular reactors. We also cover how the...

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India Could Dominate the World or “Collapse in on Itself” | Jacob Shapiro

2024-03-07

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India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment. In this episode of Global Macro Update with Cognitive Investments partner Jacob Shapiro, you’ll hear about the hottest growth sector in India. Jacob gives it a “9 or a 10.” We also cover Jacob’s predictions about India’s changing position in the multipolar world, which is one of my core investment...

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Friedman on the “Two Chinas” and How Putin Saves Face

2024-02-13

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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...

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China, Energy Markets & The Bond Market Threat | David M. Hay

2024-02-09

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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...

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Investing Sentiment and Strategy: Keys to a Stress-Free Financial Journey | Jared Dillian

2024-02-02

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Former Wall Street trader Jared Dillian is back to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life. Jared writes multiple financial newsletters, his work is regularly published on Bloomberg, and you’ll often spot him on major media outlets like MSNBC or Fox Business. Pinning him down for this interview wasn’t easy. We cover market sentiment, some of Jared’s positions, and...

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US-China Dynamics: Key Considerations for Investors in a Global Market

2024-01-26

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The thought of risking American lives and resources over Taiwan leaves most Americans perplexed. The goal for the US here, which former DoD official Elbridge Colby and I agree on, is to avoid a war with China. To do that, Elbridge says we urgently need to overhaul our defense strategy. He lays out a concise plan for this in my latest Global Macro Update interview. Here’s Colby: “[T]he best thing for the American people, and frankly the best...

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