| Argentina may have finally done something right. Mauldin Economics Publisher Ed D’Agostino interviews Jared Dillian, author of the soon-to-be-released book No Worries and Editor of The Daily Dirtnap, about investing in emerging markets, Argentina’s new anarcho-capitalist president-elect, and how to build a “life hedge” into your portfolio. Preorder Jared Dillian’s new book, No Worries, here: https://www.jareddillianmoney.com/go/JD037MS0014/MEC Learn more about Jared Dillian here: https://www.jareddillianmoney.com Stay informed on the big trends by subscribing to Global Macro Update here: https://www.mauldineconomics.com/go/JM528M/YTB Follow me on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: 00:00 – Introduction 01:12 – Emerging markets not a blob 02:21 – Picking bottoms in China 05:05 – Jared’s Argentina thesis 06:38 – Javier Milei 10:50 – Will Argentina lift the rest of Latin America? 11:18 – Global shift to the political right 13:30 – Building a “life hedge” portfolio 15:05 – The benefits of countercyclical investments 16:22 – What could make Europe outperform the US? 17:58 – Minimize money stress with Jared Dillian’s new book, No Worries |
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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