Category Archive: 6b.) John Mauldin
Have we entered the Slipstream?
Felix Zulauf tells Ed D'Agostino that things have progressed faster in the past year than in the past decade!!!
Listen in on the conversation here:
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Katie Stockton: Mega-Cap Dominance Ends in 2025 | Market Analysis
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Investors are getting nervous. Today we’ll hear from Katie Stockton on where the US stock market is headed, pain in the energy sector, how to manage risk, and more.
Katie is the founder and managing partner of Fairlead Strategies, an independent research firm and investment advisor. She also has her own ETF: the Fairlead Tactical Sector Fund (TACK).
Where most...
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Felix Zulauf: Three Major Risks to Global Markets in 2025
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Felix Zulauf says, “We're moving away from the world we come from.”
The pace of geopolitical, technological, and economic change we are living through is unmatched, perhaps in all of human history. It can be challenging to orient yourself while we’re in the middle of it, but speaking with the right people can help.
Felix Zulauf is one of those people. Felix was a...
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Trump… Less Friendly to Business than Kamala
@TheJaredDillianShow believes Trump is less Business Friendly than Kamala!
Check out the ul interview here:ttps://youtube.com/watch?v=D01au-Vf5
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Trump… Anti Big Business?
@TheJaredDillianShow tells Ed D'Agostino he believes Trump is for the little guy.
Check out the ul interview here:ttps://youtube.com/watch?v=D01au-Vf5
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Banking Industry Piggy Bank
@TheJaredDillianShow wants you to understand why the Banking Industry Bailouts create "Blank Checks."
Check out the full interview here: -Vf5GI
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Jared has a Vendetta with Woodrow Wilson
@TheJaredDillianShow WOULD travel back in time and settle the score! Check out the full interview here: -Vf5GI
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40 to 1 on Social Security? Those were good Odds!
@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?
@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?
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?
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?
@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
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?
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
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?
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
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?
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
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?
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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