Category Archive: 6b.) John Mauldin

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The Geopolitics of Reshoring: A New World Order

2023-10-13

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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

2023-09-29

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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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End of an Era: Jacob Shapiro on Why Globalization Was a 30-Year Aberration

2023-09-22

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Mauldin Economics COO Ed D’Agostino interviews the master of nuance Jacob Shapiro, a partner at Cognitive Investments and co-founder of Geopolitical Futures with the legendary George Friedman. Jacob breaks down why the last 30 years of globalization were an aberration, how it started to unwind with Obama’s tire/poultry trade war, and which country will become “the next China.” You can learn more about Jacob Shapiro here:...

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Powell’s Singular Focus, Housing Stagflation & Avoiding a Kinetic Battle with China | Peter Boockvar

2023-09-15

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Bleakley Advisory Group CIO Peter Boockvar shares the only thing Fed Chair Jerome Powell cares about, why new housing construction is about to plummet, and what dog food says about the economy. Boockvar says talk of China’s economic Armageddon is overblown and highlights why that’s good for everyone. You can learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-advisory-group-as-chief-investment-officer Stay...

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What the WSJ Gets Wrong About China with Louis Gave

2023-08-31

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Mauldin Economics COO Ed D’Agostino talks to Louis Gave, CEO of Gavekal Research, about China’s so-called economic crisis, the Fed’s unspoken third mandate, and “the real story of the summer.” You’ll also hear about Louis Gave’s top investment themes, the future of reshoring, and what the United States’ $30+ trillion debt train means for the US dollar. You can learn more about Louis Gave here:...

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What Uranium Bulls Get Wrong & How Bill Gates Is Backing Nuclear with Jan Stuart

2023-08-25

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Jan Stuart has one of the most fascinating jobs in finance. As an energy analyst at investment bank Piper Sandler, he not only monitors trends in the energy markets, but also the spiderweb of geopolitical forces that affect how (and if) 8 billion people across the globe keep the lights on. In the latest Global Macro Update interview, Jan and Mauldin Economics COO Ed D’Agostino discuss nuclear energy’s “green” makeover, the private support Bill...

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Space Wars, Taiwan Under Siege, and “Rich Men North of Richmond” with Dr. Pippa Malmgren

2023-08-18

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I am very excited to have Dr. Pippa Malmgren as my guest this week. Our discussion touches on a wide spectrum of strategic hot spots, including the state of modern warfare. The war theater has changed, advises Pippa, and the new battlefield has moved into space. It’s the new race to control what’s orbiting the planet. We live in a GPS-dominated world, which completely relies on satellites. If an adversary knocks out the right satellite—and this...

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Fentanyl & Cartels: China’s Deadly Drug War with the US | Allison Fedirka

2023-08-11

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US trade with China is way down with one disturbing exception: fentanyl. Thousands of Chinese companies are capable of manufacturing ingredients needed to produce the drug and exporting them to the West, along with instructions on how to create fentanyl powder. Many of these companies are state-owned enterprises, according to Allison Fedirka, my guest this week. She says there is no denying that China’s government is involved with the fentanyl...

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Rates, Housing, Inflation, and Zombies with Barry Habib

2023-08-04

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Zombie companies need cheap money to survive. Cheap money is a thing of the past, and casualties are piling up. It’s a familiar script: borrow money to fund growth, and compete on price. That business model fails when interest rates rise quickly. As debt-burdened, low-cost providers get squeezed by higher rates, more will fail. The irony is that culling weak companies may actually be inflationary—a knock-on effect the Fed will not welcome. My guest...

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The Power of Price and Margin Strategies | Samuel Rines

2023-07-28

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When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. The move made perfect sense, says Samuel Rines, Managing Director at Corbu, LLC, as pricing helped maintain margins. It’s a strategy he has dubbed “price and margin” (PAM). And as input costs retreated and prices stayed steady, the money fell to the bottom line. It’s one of the things...

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Get Elected and Profit Like Pelosi

2023-07-21

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Trust in elected officials has been in steady decline for decades. It’s hard to decide if members of Congress and other elected officials are self-serving or civil servants. One thing is certain—many are getting richer while in office. They are investing based on insider knowledge. If you or I did that, we’d go to jail. If you are in Congress, it’s perfectly legal. Matt K. Lewis just released a book on this topic, and he pulls no punches. Filthy...

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ESG: Trillions Squandered and Zero Progress

2023-07-14

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The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize. Instead, the blind acceptance of ESG precepts has resulted in trillions of dollars being misallocated and zero progress toward its principle target: climate change. Terrence Keeley, author of Sustainable: Moving Beyond ESG to Impact Investing, shows how ESG got the ideology right and the...

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Do we need AI regulation? #shorts

2023-07-14

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There are pros ans cons to AI regulation. The biggest fears are AI technologies could pose risks to our privacy and human dignity, potentially harming our fundamental liberties. :grimacing: #artificialintelligence #airobot #financeai #fintech #fintech #chatgpt #chatgpt4 #government #governmentregulation #governmenttechnology

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How will A.I. change your doctor visits? #shorts

2023-07-12

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Artificial Intelligence software mah eventually automate routine tasks, freeing healthcare providers to focus on more complex and value-added tasks #artificialintelligence #airobot #financeai #fintech #chatgpt #chatgpt4 #tech #aihealth #aihealthcare

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How will A.I. change your education? #shorts

2023-07-09

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Artificial Intelligence software will eventually provide teachers with analytics to understand how their students are grasping concepts and where their weaknesses lie. Giving teachers essential information on what to teach, and how to teach it. #artificialintelligence #airobot #financeai #fintech #chatgpt #chatgpt4 #tech #aieducation #educationtechnology

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Is my job safe from the AI takeover? #shorts

2023-07-09

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No one is certain the exact impact AI will have on the workforce but the growth of AI likely means more than just a shift from humans to machines in the workplace #artificialintelligence #airobot #finance #fintech #chatgpt #technology #tech

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How Will A.I. Change The Way I Do My Job? #shorts

2023-07-07

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Some predict there will be "people who tell computers what to do and people that are told by computers what to do." #artificialintelligence #airobot #airobots #finance #fintech #chatgpt #jobs #techjobs

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Will Artificial Intelligence Take Your Job? #shorts

2023-07-04

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Should you worry about AI robots stealing yout job one day? #artificialintelligence #robots #airobot #fintech #chatgpt #finance

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Profit from Sector Rotation with JC Parets: A Technical Analysis Perspective

2023-06-30

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If you listen to the financial media, you would think seven stocks are responsible for “the market’s” gain this year. But the charts are telling us otherwise. Almost every sector is up double digits since last June. To understand what’s happening in the markets, this week we connect with market technician JC Parets. JC is the founder and chief analyst at All Star Charts. The company offers daily market commentary and a technical analysis platform...

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Is College Still Worth It? The Spiraling Cost of Education with Gary Shilling

2023-06-16

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The cost of college has risen so much that more than half of Americans no longer think a college education is “worth it.” We have reached the point where the cost of a four-year degree will likely be the second-largest expenditure in your lifetime, second only to your house. Students are literally mortgaging their futures to pay for college. Colleges today are experiencing falling enrollment. They’ve created their own crisis. What happens next...

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