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I think 25 is gonna be a good year! (NOT?)
2024-12-25
Felix Zulauf tells Ed D’Agostino that Trump is headed into risky territory that could mimic financial environments closer to the period from1900 to the 1940s
Listen in on the conversation here:
Have we entered the Slipstream?
2024-12-21
Felix Zulauf tells Ed D’Agostino that things have progressed faster in the past year than in the past decade!!!
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Felix Zulauf: Three Major Risks to Global Markets in 2025
2024-12-17
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563P/YTB
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 global strategist for UBS Bank and the head of its institutional portfolio management group. He went on to found Zulauf Asset Management. Today he runs Zulauf Consulting, where he advises some of the largest and most influential institutional investors.
We’re covering a lot of ground today… everything from Europe’s energy woes and cheap
Holding Pfizer, Google, #johnsonandjohnson, McDonald’s and other mega caps in your portfolio?
2024-11-25
Jared Dillian explains why that might not give you the investment results you want!
Check out the full interview here: -Vf5GI
#finance #stockmarket
New Administration Will Target These Sectors | Jared Dillian
2024-11-22
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.
Xi Doesn’t Care about the Stock Market
2024-11-17
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
The Hidden Flaw in the $2T Energy Transition Plan | Mark Mills
2024-09-27
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 bring manufacturing and production back to the US.
I see this as a positive for North America, and advances in automation will make our manufacturing even more productive.
But this boom in reshoring, or “repatriation” as Mark calls it, requires massive amounts of energy. Where will it come from? That is the focus of our interview today.
Mark
Why Interest Rates and Inflation Are Here to Stay | William White
2024-08-02
As the US and its Western allies realign supply chains to strengthen economic resiliency, the cost of certain goods and commodities will go up. I call this “resiliency-driven inflation.”
I received a note from renowned economist Bill White about this, which prompted our interview. Bill is a former chairman of the Economic and Development Review Committee at the OECD. He has served at the Bank of Canada and Bank of England, and he is a long-time favorite speaker at the Mauldin Economics Strategic Investment Conference.
Bill and I share concerns about an extended era of both higher inflation and higher interest rates. He sees us moving from an age of plenty, which he pegs as roughly 1990 to 2020, to an age of scarcity. In our interview, he discusses the five key macroeconomic factors
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