Nuclear’s Untapped Potential: Unlocking Unlimited Clean Power | Robert Zubrin
2024-03-15
Energy demand is set to skyrocket—in the US and around the globe. What if we could tap an energy source that is clean, abundant, and cheap? We could if regulators would get out of the way.
Aerospace and nuclear engineer Dr. Robert Zubrin highlights how oppressive regulation blocks nuclear projects without improving safety. You will hear about the exciting progress scientists are making with fusion and small modular reactors. We also cover how the US is ceding lucrative global nuclear markets to China.
Dr. Zubrin is the author of The Case for Nukes: How We Can Beat Global Warming and Create a Free, Open, and Magnificent Future. Learn more here:
https://bit.ly/3PhKy1S
Follow Dr. Robert Zubrin on X here:
https://twitter.com/robert_zubrin
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India Could Dominate the World or “Collapse in on Itself” | Jacob Shapiro
2024-03-07
India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment.
In this episode of Global Macro Update with Cognitive Investments partner Jacob Shapiro, you’ll hear about the hottest growth sector in India. Jacob gives it a “9 or a 10.”
We also cover Jacob’s predictions about India’s changing position in the multipolar world, which is one of my core investment themes.
I’ve written many times that India will be one of the few countries that can do business with both the East and West. Jacob says India’s success might force it to pick sides… or turn it into a global powerhouse in its own right.
You’ll find a link to the Gavekal Research founder Charles Gave interview I discuss with Jacob below.
Go
Investing Sentiment and Strategy: Keys to a Stress-Free Financial Journey | Jared Dillian
2024-02-02
Former Wall Street trader Jared Dillian is back to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life.
Jared writes multiple financial newsletters, his work is regularly published on Bloomberg, and you’ll often spot him on major media outlets like MSNBC or Fox Business. Pinning him down for this interview wasn’t easy.
We cover market sentiment, some of Jared’s positions, and why central banks are stockpiling gold. We also chat about the book. Jared wants everyone to get the big things right—house, car, student loans. Those choices will dictate your financial well-being, not your coffee order.
Go here to learn more about Jared Dillian’s book, No Worries: How to Live a Stress-Free Financial Life:
US-China Dynamics: Key Considerations for Investors in a Global Market
2024-01-26
The thought of risking American lives and resources over Taiwan leaves most Americans perplexed. The goal for the US here, which former DoD official Elbridge Colby and I agree on, is to avoid a war with China.
To do that, Elbridge says we urgently need to overhaul our defense strategy. He lays out a concise plan for this in my latest Global Macro Update interview.
Here’s Colby:
“[T]he best thing for the American people, and frankly the best thing for freedom and democracy in the world, is for us to not get in a war, but meet our core interests.”
Colby is a co-founder and principal of the Marathon Initiative, a foreign policy think tank, and the author of The Strategy of Denial: American Defense in an Age of Great Power Conflict.
Go here to subscribe to Global Macro Update:
Macro Framework Briefing – Investing in 2024
2024-01-18
Mauldin Economics Publisher and COO Ed D’Agostino believes we are at an inflection point in the markets.
For years, investors have been able to buy broad-based ETFs and do pretty well. Those days are over.
Ed details how he and his elite team within Mauldin Economics use themes to focus their investment research—a must in this new investing environment. Ed also unpacks three of his themes for you and shares specific recommendations.
Go here to learn more about Ed D’Agostino’s new investment research service:
https://www.mauldineconomics.com/go/JM529S/YTB
Follow Ed D’Agostino on LinkedIn:
https://www.linkedin.com/in/ed-d-agostino-415475296/
Download the Mauldin Economics App here:
https://community.mauldineconomics.com/download-app
Timestamps:
00:00 – Market changes ahead
02:17 – How
Ex-Fed Economist Claudia Sahm on Global Dynamics, Politics, and the Economy
2023-12-15
Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. And families are bringing in more money than they have in years. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect between the rosy economic data and how people perceive things.
Please be sure to subscribe to Global Macro Update on the Mauldin Economics website. Subscribers get a free weekly email with a link to each new video, additional commentary from Ed D’Agostino on these interviews, and a full transcript.
Go here to subscribe to Global Macro Update:
https://www.mauldineconomics.com/go/JM528O/YTB
Learn more about Claudia Sahm here:
https://stayathomemacro.substack.com
Follow Claudia Sahm on LinkedIn:
https://www.linkedin.com/in/claudiasahm/
Follow Ed D’Agostino on
No Coincidence: US Enemies Foment War Across the Globe
2023-10-27
“Usually, coincidences don’t exist in geopolitics.” Mauldin Economics Partner & COO Ed D’Agostino speaks to Jacob Shapiro of Cognitive Investments about military tensions running hot across the globe.
The Israel-Hamas war is top of mind. But at the same time, Kosovo is pointing fingers at Serbia over a gun battle at a monastery. China’s Coast Guard rammed into a Philippine boat in contested waters in the South China Sea. And the war in Ukraine rages on. It almost makes you wonder if US enemies are acting in concert to spread our military and budget thin.
You can learn more about Jacob Shapiro here: https://www.cognitive.investments/Jacob-Shapiro
Stay informed on the big trends by subscribing to Global Macro Update here:
https://www.mauldineconomics.com/go/JM528K/YTB
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