Friedman on the “Two Chinas” and How Putin Saves Face
2024-02-13
George Friedman says there are two Chinas: one based in Shanghai and another that is still effectively a third-world country. He paints a grim picture of China, with security lockdowns, home inspections, and paralysis among its leaders. He says Xi Jinping may have already lost control, and the risk of civil war is real.
George and I also unpack the military stalemate in Ukraine and the increasingly complex posturing in the Middle East.
You will also hear why China won’t invade Taiwan, which Middle East country is the best model for success, and how the US could help end the war in Ukraine.
George Friedman is a renowned geopolitical strategist, best-selling author, and the founder of Geopolitical Futures. You can get special access to his work at Geopolitical Futures by following the
China, Energy Markets & The Bond Market Threat | David M. Hay
2024-02-09
Grant Williams connected me with Evergreen Gavekal CIO David Hay many years ago,
calling him “one of the good guys.”
In this interview, David and I unpack the future of nuclear energy and oil & gas investing,
along with the trouble in China’s stock and real estate markets.
David adds to my long list of reasons why China is un-investable right now. He also
shares a specific investing signal we should all watch—and deems it “the most
important thing” in our conversation. It’s a technique endorsed by Paul Tudor J ones.
You will also hear about the opportunities David sees in Japan, the ticker of an insurance
company David likes right now, and why he’s personally invested in molten salt small
nuclear reactors.
For all of us following the nuclear energy revival, David recommends reading
Unmasking AI’s Dark Side: From Warfare to Daily Life with Paul Scharre
2024-01-12
Former US Army Ranger Paul Scharre knows all about AI’s darker potential. He talks to Mauldin Economics publisher Ed D’Agostino about AI’s role in combat, the rise of Chinese-style techno-authoritarianism, and US vulnerabilities in the Panama Canal.
Paul is the Executive Vice President of the Center for a New American Security. He’s authored two books, including Four Battlegrounds: Power in the Age of Artificial Intelligence. Prior to that, he completed multiple tours in Iraq and Afghanistan.
Paul shares Ed D’Agostino’s concerns about AI in the hands of adversaries like China, who are using AI-driven facial recognition for widespread public surveillance. Watch the interview to hear the part about China’s public surveillance that most Americans miss…
Please subscribe to Global Macro
Ex-Fed Economist Claudia Sahm on Global Dynamics, Politics, and the Economy
2023-12-15
Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. And families are bringing in more money than they have in years. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect between the rosy economic data and how people perceive things.
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:
https://www.mauldineconomics.com/go/JM528O/YTB
Learn more about Claudia Sahm here:
https://stayathomemacro.substack.com
Follow Claudia Sahm on LinkedIn:
https://www.linkedin.com/in/claudiasahm/
Follow Ed D’Agostino on
The Collapse of the Unipolar World | Felix Zulauf
2023-12-08
When Felix Zulauf has a hunch, he’s usually right. Mauldin Economics Publisher Ed D’Agostino interviews Zulauf, the former head of UBS’s institutional portfolio management group and the founder of Zulauf Consulting, about the end of the multipolar world and where the markets are headed.
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: https://www.mauldineconomics.com/go/JM528N/YTB
Learn more about Felix Zulauf here: https://www.felixzulauf.com/about-us/
Follow me on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/
Please stay in touch by
Investing as a Life Hedge and Opportunities in Emerging Markets | Jared Dillian
2023-12-01
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:
1 ping