DOGE? Efficiency or Deficiency?

2024-11-20

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

2024-11-19

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

2024-11-15

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563N/MEC

Shehzad Qazi, the managing director at China Beige Book, pegs the probability of a US-China trade war in 2025 at 100%. He expects Trump to sign tariff legislation on day one of his second term.

In our interview, Shehzad discusses what this means for US-China relations, along with China’s staggering trade surpluses, and how Europe and emerging markets fit into the looming trade war.

We also cover the truth about China’s real estate crisis and the Taiwan problem. Shehzad says Taiwan might be less interested in defending itself against China than many here in the US would like.

What does slower growth in China mean for the global economy? Is India the next China? Can China become a consumer-driven

2024-11-08

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563M/YTB

We’re speaking with Peter Boockvar LIVE at 3 pm ET on Friday, November 8. Peter is the chief investment officer at Bleakley Financial Group and editor of The Boock Report, where he shares daily macro analysis. He’s also a CNBC contributor and a popular speaker at the Mauldin Economics Strategic Investment Conference.

Today he’ll answer your questions on tariffs, inflation, his outlook for the markets under the new administration, and more.

Please drop a question in the comments section below during the interview.

Learn more about Peter Boockvar here: https://www.bleakley.com/peter-boockvar-joins-bleakley-financial-as-chief-investment-officer

Follow Peter Boockvar on X (Twitter) here:

2024-11-01

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563M/YTB

When it comes to cybersecurity, intelligence expert Karim Hijazi says the election is not “under control.” All the usual suspects—Russia, China, Iran—plus “hackers for hire” are busy meddling in the election. Their goal isn’t necessarily to tilt the scales in favor of one candidate or party, but to sow political and social discord, thus weakening the US as a whole.

Karim says these are the same players driving intellectual property theft, financial system attacks, and other cyber manipulations.

Karim is the founder and CEO of cybersecurity firm Vigilocity. In this interview, he explains how the US could further minimize election interference and weed out espionage. He believes we rely too heavily on

2024-09-13

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563H/YTB.

The prevailing narrative around oil is that a global supply glut and weakening demand from China will continue to keep oil prices down.

The reality is that oil isn’t going away anytime soon.

Josh Young, the founder and CIO at energy investment firm Bison Interests takes us on a world tour of oil-producing nations, explaining why there is “a lot less spare capacity than people think.” That includes capacity from Guyana, which some have called “the next Saudi Arabia.” He also believes the China demand story is overstated.

You will also hear about which OPEC nations might be cheating on their quotas, the nuances in the Exxon v. Chevron dispute, the future of the Strategic Petroleum Reserve… and what

2024-08-30

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563G/YTB

Decoupling the US economy from China’s is essential to strengthening our long-term economic resiliency and national security. Meanwhile, China is doing the same thing—decoupling its economy from ours. Yet China’s export business is booming.

Gavekal CEO and renowned China expert Louis Gave says that China now exports more to other emerging markets than it does to the US and western Europe. Here’s Louis:

“China’s trade is absolutely booming. The investments that China made 10 years ago in things like the One Belt One Road, the Silk Road Fund, the Asian Infrastructure Investment Bank, all the things that we laughed at and said, ‘Oh, you want to have trade with Kazakhstan? Who cares? Sure, have it. It’s

2024-08-23

That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms.

Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get ahead of it.

Jared just released a comprehensive white paper on the private equity bubble—and what he’s calling the “Big Short 2.0.” Access your FREE copy by clicking the link below.

Find Jared Dillian’s free exposé on private equity here:
https://www.jareddillianmoney.com/go/JD059AF031/MEC

Follow Jared Dillian on X (Twitter):