No Coincidence: US Enemies Foment War Across the Globe

2024-02-13

George Friedman says there are two Chinas: one based in Shanghai and another that is still effectively a third-world country. He paints a grim picture of China, with security lockdowns, home inspections, and paralysis among its leaders. He says Xi Jinping may have already lost control, and the risk of civil war is real.

George and I also unpack the military stalemate in Ukraine and the increasingly complex posturing in the Middle East.

You will also hear why China won’t invade Taiwan, which Middle East country is the best model for success, and how the US could help end the war in Ukraine.

George Friedman is a renowned geopolitical strategist, best-selling author, and the founder of Geopolitical Futures. You can get special access to his work at Geopolitical Futures by following the

2024-02-09

Grant Williams connected me with Evergreen Gavekal CIO David Hay many years ago,
calling him “one of the good guys.”

In this interview, David and I unpack the future of nuclear energy and oil & gas investing,
along with the trouble in China’s stock and real estate markets.

David adds to my long list of reasons why China is un-investable right now. He also
shares a specific investing signal we should all watch—and deems it “the most
important thing” in our conversation. It’s a technique endorsed by Paul Tudor J ones.

You will also hear about the opportunities David sees in Japan, the ticker of an insurance
company David likes right now, and why he’s personally invested in molten salt small
nuclear reactors.

For all of us following the nuclear energy revival, David recommends reading

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:

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.

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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

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Timestamps:
00:00 – Market changes ahead
02:17 – How

2024-01-12

Former US Army Ranger Paul Scharre knows all about AI’s darker potential. He talks to Mauldin Economics publisher Ed D’Agostino about AI’s role in combat, the rise of Chinese-style techno-authoritarianism, and US vulnerabilities in the Panama Canal.

Paul is the Executive Vice President of the Center for a New American Security. He’s authored two books, including Four Battlegrounds: Power in the Age of Artificial Intelligence. Prior to that, he completed multiple tours in Iraq and Afghanistan.

Paul shares Ed D’Agostino’s concerns about AI in the hands of adversaries like China, who are using AI-driven facial recognition for widespread public surveillance. Watch the interview to hear the part about China’s public surveillance that most Americans miss…

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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/

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