| Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563O/YTB Sign up for Jared Dillian’s free newsletter here:https://www.jareddillianmoney.com/go/JD064AF002/MEC Our good friend Jared Dillian is back on Global Macro Update for a state of the union. We’re discussing everything from Indian stocks, Milei’s Argentina, and burning cars in France, to Social Security and how to make money in 2025. Most of you are familiar with Jared’s work. He’s a former Wall Street trader turned market analyst and author. He writes a free weekly letter that you should sign up for by clicking the link above. Jared is the master of sentiment. He describes India as “kind of like Reaganomics combined with the dot-com bubble.” In our interview, we discuss replacing the income tax, recession bears, and the Awesome Portfolio—Jared’s timeless core portfolio that anyone, including novice investors, can implement. Learn more about Jared Dillian here: https://www.jareddillianmoney.com/go/JD064AF002/MEC Follow Jared Dillian on X (Twitter) here: https://www.x.com/dailydirtnap Follow Jared Dillian on LinkedIn here: https://www.linkedin.com/in/jared-dillian-411aaa1b/ Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/go/JM563O/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Time stamps: 00:00 – Introduction 02:29 – Why Jared picked Milei 04:15 – The Awesome Portfolio 06:16 – India’s bull market 07:58 – The worst demographic cliff 14:10 – Tyranny of the minority 18:00 – Social security reform 22:29 – Income tax reform 24:59 – Market winners in 2025 30:05 – Outlook on big pharma 32:00 – Less business friendly th |
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LIVE: Post-Election Market Reactions & Analysis – Peter Boockvar Q&A
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We’re speaking with Peter Boockvar LIVE at 3 pm ET on Friday, November 8. Peter is the chief investment officer at Bleakley Financial Group and editor of The Boock Report, where he shares daily macro analysis. He’s also a CNBC contributor and a popular speaker at the Mauldin Economics Strategic Investment Conference.
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Oil Demand SURGES Despite Energy Transition Hype | Josh Young
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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.
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