State Capitalism next for the United States?

2024-12-25

Felix Zulauf tells Ed D’Agostino that Trump is headed into risky territory that could mimic financial environments closer to the period from1900 to the 1940s

Listen in on the conversation here:

2024-12-21

Felix Zulauf tells Ed D’Agostino that things have progressed faster in the past year than in the past decade!!!

Listen in on the conversation here:

2024-12-17

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Felix Zulauf says, “We’re moving away from the world we come from.”

The pace of geopolitical, technological, and economic change we are living through is unmatched, perhaps in all of human history. It can be challenging to orient yourself while we’re in the middle of it, but speaking with the right people can help.

Felix Zulauf is one of those people. Felix was a global strategist for UBS Bank and the head of its institutional portfolio management group. He went on to found Zulauf Asset Management. Today he runs Zulauf Consulting, where he advises some of the largest and most influential institutional investors.

We’re covering a lot of ground today… everything from Europe’s energy woes and cheap

2024-11-27

@TheJaredDillianShow wonders if Vivek has what it takes to slash spending.

Check out the full interview here: -Vf5G

#elonmusk #government

2024-11-16

No Crisis / No Stimulus

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-11-16

Trade War Incoming! ❗

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0

2024-09-20

Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563I/YTB.

Many analysts are pointing to China’s economic woes as a root cause behind the recent slump in oil prices. But Piper Sandler global energy economist Jan Stuart sees softer oil demand stemming from weakening economies in Europe and the US, too. Here’s Jan:

What’s happening is that demand growth… it’s decelerating very fast. … In the data through July, in the case of China through August, the data tell you that there is something going very, very wrong in China. That things are not growing, are in an industrial recession for now, going on year number three across Europe. And that increasingly here in America, things are getting softer on the oil demand front.

Will oil prices recover anytime soon? And

2024-07-26

Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point. Since then, the amount of information available to us has gone parabolic, as documented by former CIA media analyst Martin Gurri in his fascinating book, The Revolt of the Public.

Gurri explains the effects of this information “tsunami,” which underpinned events from the Arab Spring to Javier Milei’s ascendency in Argentina to the abrupt turnaround of China’s Zero-COVID policies.

The information tsunami has led to a breakdown in the public’s trust in institutions and the elites in charge. Many of us have sensed this happening for years now, but I believe Gurri has done the best job of articulating the nuances of this phenomenon.