Category Archive: 6b.) John Mauldin

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40 to 1 on Social Security? Those were good Odds!

2024-11-27

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@TheJaredDillianShow explains the problem with an aging generation and the future of social security as a benefit Check out the full interview here: -Vf5G

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DOGE? Efficiency or Deficiency?

2024-11-27

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@TheJaredDillianShow wonders if Vivek has what it takes to slash spending. Check out the full interview here: -Vf5G #elonmusk #government

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When does change come?

2024-11-26

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Societal Change? Happens when a small minority REALLY wants to change something! Do you agree with Jared Dillian? Check out the full interview here: -Vf5GI

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Holding Pfizer, Google, #johnsonandjohnson, McDonald’s and other mega caps in your portfolio?

2024-11-25

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Jared Dillian explains why that might not give you the investment results you want! Check out the full interview here: -Vf5GI #finance #stockmarket

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What is the AWESOME portfolio?

2024-11-25

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@dailydirtnap shares the "Awesome Portfolio" with @EdDAgostino and why it is one of the best ways to play the market. Check out the full interview here: -Vf5GI

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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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