Global Macro Update with Ed D’Agostino and George Friedman

2022-11-25

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Imagine bringing together the greatest investors of our age—people like Stan Druckenmiller, Ray Dalio of Bridgewater, Larry Fink of BlackRock, real estate investor Sam Zell, and Seth Klarman of Baupost—and ask them just one question: how to invest.

That’s exactly what David Rubenstein has done in his new, best-selling book, “How to Invest: Masters on the Craft.” David is the co-founder and co-chairman of The Carlyle Group, a private equity firm that manages $325 billion from 26 offices around the world.

In this week’s edition, we discussed:

● Key factors that helped set up great investors for

2022-11-03

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“Don’t fight the Fed” is a mantra every investor knows. But what if the Fed is totally wrong in its assessments? A top contrarian investor and sentiment trader weighs in on what he thinks could be new bull market…

This week I spoke with longtime friend Jared Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing.

In this week’s edition, we discussed:

● Why we could be on the cusp of a new bull market—despite signs to the contrary
● From green to red: What the Fed’s conflicted messaging means for you and your portfolio
● The two catalysts that could drive the S&P to

2022-10-14

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This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway.

In this edition, you’ll hear Barry and me discuss:

• From seller’s to buyer’s market: Why mortgage rates will drop to below 5% in the next 6 months
• What is the Fed doing with those mortgage-backed securities?
• Why home inventories are vastly overestimated… and what that means for you
• The best financing strategies for first-time homebuyers
• How to make 300%+ in less than a decade with real estate

To learn more about Barry Habib and his work, visit the MBS Highway website: https://mbshighway.com

2022-09-23

George Friedman, founder and chairman of Geopolitical Futures, and I discuss Russia’s likely next steps in the war, Russia’s diminished stance in the international community, and the probability that Putin will resort to nuclear weapons.

In this edition, you’ll hear:

● What Russia’s most likely to do next
● Would Putin really use tactical nuclear weapons?
● How Russia’s historically poor logistics could affect the war
● Why Putin’s partial mobilization could backfire…
● Why the West should fear the potential disintegration of the Russian Federation

To get more of George Friedman’s amazing geopolitical strategy and analysis, check out his website: https://geopoliticalfutures.com/welcome/

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2022-08-26

The gates of hell??? – Global Macro Update

Today I spoke with Louis Gave, CEO of Gavekal Research. We discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond.

In this edition you’ll hear Louis and me discuss:

– Why Europe could be heading into a serious political crisis over the next 6 months…
– Why inflation is highly unlikely to return to 2%…
– Why parts of the world are quietly de-dollarizing and what that means for the USD…
– How increasingly constrained fiscal policy and misguided energy policies could deliver us to “the gates of hell”…
– Why the Fed’s quantitative tightening has been so underwhelming…
– What surprising two sectors could become the new antifragile assets in investor

2022-08-19

Today I spoke with Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory. We discussed China’s economic role in the global economic ecosystem as well as US/China great power competition.

In this edition you’ll hear Emily and me discuss:

• How relationships between the US and China are deteriorating and why that trend will likely continue…

• Why US regulatory controls will likely prove ineffective in protecting domestic industry from Chinese encroachment…

• How Taiwan’s economic dependence on China poses the greatest threat to its stability and future…

• What the US and Europe ultimately must do in order to successfully decouple from China…

• Why US and European private industry will eventually lose access to Chinese

2022-08-05

Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term effects Nancy Pelosi’s visit could have on US-China relations, and much, much more.

In this edition, you’ll hear Jacob and me discuss:

► What Putin really wants, and why the Russia-Ukraine conflict is likely far from over…
► Why Nancy Pelosi’s visit is really the 4th Taiwan Strait crisis…
► How restoring normal trade relations with China could significantly lower inflation—and why that’s unlikely to happen…
► Why the dangerous crisis brewing in China’s real estate sector should be on people’s minds…
► How Taiwan is rapidly becoming a “domestic political football” for both Washington and Beijing…

To learn more about Jacob Shapiro, click here: