Previous post Next post

Investing as a Life Hedge and Opportunities in Emerging Markets | Jared Dillian

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:

Learn more about Jared Dillian here:

Stay informed on the big trends by subscribing to Global Macro Update here:

Follow me on LinkedIn:

Please stay in touch by following me on X (formerly Twitter) @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
Full story here Are you the author?
John Mauldin
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.
Previous post See more for 6b.) John Mauldin Next post

Permanent link to this article:

3 pings

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.