| Felix Zulauf explains to Ed D'Agostino that YOU pay the price when the government drops the ball on economic policy. Listen in on the conversation here: |
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Felix Zulauf tells Ed D’Agostino that Trump has the supply chain at the top of his mind
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@TheJaredDillianShow wants you to understand why the Banking Industry Bailouts create "Blank Checks."
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Societal Change? Happens when a small minority REALLY wants to change something! Do you agree with Jared Dillian?
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Too much political risk for investors to feel safe about #China?
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TRADE WAR 2.0: Why Trump vs Xi Will Be Different This Time | Shehzad Qazi
2024-11-15
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563N/MEC
Shehzad Qazi, the managing director at China Beige Book, pegs the probability of a US-China trade war in 2025 at 100%. He expects Trump to sign tariff legislation on day one of his second term.
In our interview, Shehzad discusses what this means for US-China relations, along with China’s staggering trade surpluses, and how Europe and emerging markets fit into the looming trade war.
We also cover the truth about China’s real estate crisis and the Taiwan problem. Shehzad says Taiwan might be less interested in defending itself against China than many here in the US would like.
What does slower growth in China mean for the global economy? Is India the next China? Can China become a consumer-driven
Oil Demand SURGES Despite Energy Transition Hype | Josh Young
2024-09-13
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563H/YTB.
The prevailing narrative around oil is that a global supply glut and weakening demand from China will continue to keep oil prices down.
The reality is that oil isn’t going away anytime soon.
Josh Young, the founder and CIO at energy investment firm Bison Interests takes us on a world tour of oil-producing nations, explaining why there is “a lot less spare capacity than people think.” That includes capacity from Guyana, which some have called “the next Saudi Arabia.” He also believes the China demand story is overstated.
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Ex-Wall Street Trader: The $8 Trillion Bubble Ready to Burst | Jared Dillian
2024-08-23
That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms.
Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get ahead of it.
Jared just released a comprehensive white paper on the private equity bubble—and what he’s calling the “Big Short 2.0.” Access your FREE copy by clicking the link below.
Find Jared Dillian’s free exposé on private equity here:
https://www.jareddillianmoney.com/go/JD059AF031/MEC
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