| “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 Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: 0:00 – Introduction 01:02 – Are US adversaries acting in concert? 03:59 – China doesn’t really have allies 07:14 – Only Hamas wants a regional war 16:01 – China’s ambitions in the South China Sea 20:11 – Biden’s diplomatic coup in the Pacific 23:45 – We don’t need the petrodollar anymore 27:20 – Additional global flareups 30:58 – 5 countries and 3 sectors to watch |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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