Is a move on Taiwan Inevitable?
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
Xi’s Ouroboros
2024-11-18
Money + Housing = Families + Schools / Good Governance = Foreign Investment
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
Immigration To China?
2024-11-17
Have you ever heard of Immigration to China? Neither has Ed. But they will need immigrants to drive consumption for their economy.
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
This Technology Will Change Aging Forever | Patrick Cox
2024-10-25
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Get your free copy of Patrick Cox’s report Longevity Myths and Solutions here: https://www.mauldineconomics.com/go/JM571V/YTB
Today, we’re catching up with macroeconomist and longevity expert Patrick Cox, a longtime friend of all of us at Mauldin Economics.
Patrick’s credentials are vast. He worked with Netscape founder Marc Andreessen to help develop SSL encryption. He’s consulted for Fortune 500 companies, authored the book The Methuselah Effect, and published dozens of peer-reviewed research papers on longevity biotech. He’s also interviewed numerous Nobel Prize-winning scientists and researchers. And he’s appeared in The Wall Street Journal and on CNN’s Crossfire news program.
In this interview,
America’s Wage Earners Are Being Crushed: The Breaking Point? | Dr. Lacy Hunt
2024-10-04
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Dr. Lacy Hunt says the US economy is in a “very precarious situation.” Inflation is coming down, but prices are not. New cars and homes cost about 20% more than they did before the pandemic and remain out of reach for people on the middle and lower rungs of the economic ladder. The high cost of food isn’t helping, either.
Inflation hurts those who can least afford it. Lacy rams home the point—just because inflation is slowing, doesn’t mean there aren’t millions of people still suffering due to the higher costs of basic needs. Lacy walks us through the data.
We also discuss the economic impacts of artificial intelligence, the nuclear energy revival, and the pros and cons of immigration.
Dr. Hunt is
The Hidden Flaw in the $2T Energy Transition Plan | Mark Mills
2024-09-27
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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
Co-Founder of CrowdStrike: Taiwan Could Be the Next Ukraine | Dmitri Alperovitch
2024-07-19
Is the US in “Cold War II” with China? Dmitri Alperovitch believes we are, and that it could turn kinetic, starting with China potentially invading Taiwan.
Dmitri is a founder of cybersecurity firm CrowdStrike and the co-author of World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. He’s also one of the few analysts who accurately predicted when, why, and how Russia would invade Ukraine. He got it right—and he got it right early.
Dmitri articulates Taiwan’s strategic importance to both China and the US in plain terms. He points to China’s belief in its right to global preeminence, saying that China doesn’t want to be a US peer—it wants to “eclipse” it. When China looks out from its shores, it sees a ring of US naval power constraining it, keeping it
Geopolitical Shocks: How to Profit with Kuppy’s Macro Dreamscape
2024-06-28
We are entering a golden age of macro investing says Harris Kupperman, or “Kuppy” as he’s colloquially known.
Kuppy is the founder and CIO of Praetorian Capital, where he publishes an excellent, free investor letter (link below) that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt.
While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors.
We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas—including offshore energy—that he likes. We also discuss his success with uranium, and how our tense
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