Category Archive: 6b.) John Mauldin

Big Tech Made You a Digital Serf | Frank McCourt

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

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

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

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

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

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

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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Taiwan Says ‘No’ to Unification: What’s China’s Next Move? | Elbridge Colby

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...

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Macro Framework Briefing – Investing in 2024

Mauldin Economics Publisher and COO Ed D’Agostino believes we are at an inflection point in the markets. For years, investors have been able to buy broad-based ETFs and do pretty well. Those days are over. Ed details how he and his elite team within Mauldin Economics use themes to focus their investment research—a must in this new investing environment. Ed also unpacks three of his themes for you and shares specific recommendations. Go here to...

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Unmasking AI’s Dark Side: From Warfare to Daily Life with Paul Scharre

Former US Army Ranger Paul Scharre knows all about AI’s darker potential. He talks to Mauldin Economics publisher Ed D’Agostino about AI’s role in combat, the rise of Chinese-style techno-authoritarianism, and US vulnerabilities in the Panama Canal. Paul is the Executive Vice President of the Center for a New American Security. He’s authored two books, including Four Battlegrounds: Power in the Age of Artificial Intelligence. Prior to that, he...

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Do Third Parties Matter in U.S. Elections? A Deep Dive with Frank Luntz

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...

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Ex-Fed Economist Claudia Sahm on Global Dynamics, Politics, and the Economy

Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. And families are bringing in more money than they have in years. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect between the rosy economic data and how people perceive things. 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,...

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Massive Hedge Fund Cluster: 70% of Assets in Just 10 Stocks | Zulauf

Is this concentration a strategy or a sign of market myopia? Watch the full conversation and expert financial foresight on our channel. #shorts #finance #zulauf #globalmacroupdate

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The Collapse of the Unipolar World | Felix Zulauf

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...

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Investing as a Life Hedge and Opportunities in Emerging Markets | Jared Dillian

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...

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China’s GDP Mirage, Investment Risks, and Financial Overhaul with George Magnus

China wants to de-risk its economy away from the US and US allies. As former UBS economist George Magnus put it in this episode of Global Macro Update, China has been “pursuing policies that we would now call decoupling” for the past 10 or 15 years. Its goal is to “establish dominant market shares of 70% or more in a range of modern industries at the frontier of science and technology.” George is the author of several books, including Red Flags:...

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No Coincidence: US Enemies Foment War Across the Globe

“Usually, coincidences don’t exist in geopolitics.” Mauldin Economics Partner & COO Ed D’Agostino speaks to Jacob Shapiro of Cognitive Investments about military tensions running hot across the globe. The Israel-Hamas war is top of mind. But at the same time, Kosovo is pointing fingers at Serbia over a gun battle at a monastery. China’s Coast Guard rammed into a Philippine boat in contested waters in the South China Sea. And the war in Ukraine...

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Former CIA Director on Israel, Ukraine, and China | General Petraeus

Few people bring together as much expertise on the military, geopolitics, and investing as former CIA Director General David Petraeus, who is currently a partner at global investment firm KKR. General Petraeus is also the co-author of a new book, Conflict: The Evolution of Warfare from 1945 to Ukraine. Learn more here: https://www.harpercollins.com/products/conflict-david-petraeusandrew-roberts?variant=41006278508578 In this episode of Global...

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The Geopolitics of Reshoring: A New World Order

Mexico is now the #1 US trading partner. This is no fluke. Mexico has the second-cheapest labor costs in the world, right behind India. China has slipped to number seven. These are all pieces of an unstoppable, multi-industry investing megatrend that the Mauldin Economics Macro Team is tracking. Find out where they see investable opportunities in this megatrend, including three specific companies on their Watchlist. Time stamps: 00:00 –...

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Why Uranium Prices Are Skyrocketing: Expert Insights with a Uranium CEO | Amir Adnani

The US cannot rely on Russia and its satellite states for uranium anymore. Mauldin Economics COO Ed D’Agostino and Uranium Energy Corp. CEO Amir Adnani talk US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies. You can learn more about Amir Adnani here: https://www.uraniumenergy.com/about/meet-the-team/officers-and-directors/ Stay informed on the big trends by subscribing...

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