Category Archive: 6b.) John Mauldin

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New Administration Will Target These Sectors | Jared Dillian

2024-11-22

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Our 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.

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Move on Taiwan in 2025?

2024-11-21

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Is 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

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Investors hate Risk

2024-11-20

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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

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Is a move on Taiwan Inevitable?

2024-11-19

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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

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Xi’s Ouroboros

2024-11-18

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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

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Immigration To China?

2024-11-17

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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

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Xi Doesn’t Care about the Stock Market

2024-11-17

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He'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

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Bazooka Xi?

2024-11-16

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No Crisis / No Stimulus Check out Ed D'Agostino's full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

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US x China Trade War Part 2?

2024-11-16

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Trade 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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TRADE WAR 2.0: Why Trump vs Xi Will Be Different This Time | Shehzad Qazi

2024-11-15

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563N/MEC 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...

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LIVE: Post-Election Market Reactions & Analysis – Peter Boockvar Q&A

2024-11-08

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563M/YTB 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,...

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Election 2024: Three Nations Already Inside Our Systems | Karim Hijazi

2024-11-01

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563M/YTB 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...

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This Technology Will Change Aging Forever | Patrick Cox

2024-10-25

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563L/YTB 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...

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America’s Wage Earners Are Being Crushed: The Breaking Point? | Dr. Lacy Hunt

2024-10-04

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563K/YTB 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...

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

2024-09-27

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563J/YTB. 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...

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How Global Energy Security Is Falling Apart | Jan Stuart

2024-09-20

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Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563I/YTB. 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...

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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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