| 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 |
You Might Also Like
Big Tech Made You a Digital Serf | Frank McCourt
2024-03-26
Big Tech is watching. Companies like Google, Meta, and X (Twitter) track what you read
and watch, where you drive, and what you buy. Unless you live off the grid, most of this
is out of your control.
Frank McCourt, Jr., the executive chairman of McCourt Global and former LA Dodgers
owner, is putting up $500 million of his personal fortune to fight this invasive system
and make the internet better for everyone, especially children. This starts with
reclaiming our digital privacy.
Learn more by visiting Project Liberty and checking out McCourt’s new book with co-
author Michael Casey, Our Biggest Fight.
Go here to learn more about Frank McCourt, Jr. and Project Liberty:
https://www.projectliberty.io
Go here to learn more about McCourt’s new book with co-author Michael Casey, Our
Nuclear’s Untapped Potential: Unlocking Unlimited Clean Power | Robert Zubrin
2024-03-15
Energy demand is set to skyrocket—in the US and around the globe. What if we could tap an energy source that is clean, abundant, and cheap? We could if regulators would get out of the way.
Aerospace and nuclear engineer Dr. Robert Zubrin highlights how oppressive regulation blocks nuclear projects without improving safety. You will hear about the exciting progress scientists are making with fusion and small modular reactors. We also cover how the US is ceding lucrative global nuclear markets to China.
Dr. Zubrin is the author of The Case for Nukes: How We Can Beat Global Warming and Create a Free, Open, and Magnificent Future. Learn more here:
https://bit.ly/3PhKy1S
Follow Dr. Robert Zubrin on X here:
https://twitter.com/robert_zubrin
Follow Dr. Robert Zubrin on LinkedIn here:
India Could Dominate the World or “Collapse in on Itself” | Jacob Shapiro
2024-03-07
India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment.
In this episode of Global Macro Update with Cognitive Investments partner Jacob Shapiro, you’ll hear about the hottest growth sector in India. Jacob gives it a “9 or a 10.”
We also cover Jacob’s predictions about India’s changing position in the multipolar world, which is one of my core investment themes.
I’ve written many times that India will be one of the few countries that can do business with both the East and West. Jacob says India’s success might force it to pick sides… or turn it into a global powerhouse in its own right.
You’ll find a link to the Gavekal Research founder Charles Gave interview I discuss with Jacob below.
Go
US-China Dynamics: Key Considerations for Investors in a Global Market
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.
Go here to subscribe to Global Macro Update:
Taiwan Says ‘No’ to Unification: What’s China’s Next Move? | Elbridge Colby
2024-01-19
Will the US go to war with China over Taiwan? Most Americans have a hard time seeing that as a real possibility. Why should the US care about an island right off China’s mainland that’s smaller than its biggest national park?
Foreign policy expert Elbridge Colby, who served as Deputy Assistant Secretary of Defense for Strategy and Force Development, breaks down China’s plan to dominate the Eastern Hemisphere—starting with Taiwan—and then challenge US hegemony.
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.
Go here to subscribe to Global Macro Update:
https://www.mauldineconomics.com/go/JM528R/YTB
Learn more about Elbridge Colby here:
Do Third Parties Matter in U.S. Elections? A Deep Dive with Frank Luntz
2023-12-22
Today’s guest, renowned political pollster Dr. Frank Luntz, believes the once absurd
thought of the two leading presidential candidates debating each other while one wears
prison orange and the other receives geriatric medical support is, in fact, a possibility.
Yet, 70% of Americans don’t want a Trump vs. Biden rematch. Have we finally reached
the point where a third-party candidate could win? Dr. Luntz shares invaluable insights
on the 2024 election with Mauldin Economics Publisher Ed D’Agostino.
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:
Massive Hedge Fund Cluster: 70% of Assets in Just 10 Stocks | Zulauf
2023-12-12
Is this concentration a strategy or a sign of market myopia? Watch the full conversation and expert financial foresight on our channel.
#shorts #finance #zulauf #globalmacroupdate
Tags: Featured
3 pings