TACK is a ETF brought to you from the team over at Fairlead Strategies

2024-12-26

Felix Zulauf tells Ed D’Agostino that Chinese vehicles are smoking the German Kaiser mobiles of old!

Listen in on the conversation here:

2024-12-19

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Investors are getting nervous. Today we’ll hear from Katie Stockton on where the US stock market is headed, pain in the energy sector, how to manage risk, and more.

Katie is the founder and managing partner of Fairlead Strategies, an independent research firm and investment advisor. She also has her own ETF: the Fairlead Tactical Sector Fund (TACK).

Where most of our guests are macro thinkers, Katie is a technical analyst. Here’s Katie:
“Technical analysis in my opinion isn’t really predictive per se, but it’s putting more probabilities in your favor. It’s helping you identify prevailing trends and stay on the right side of them and then it can help you manage risk within that context.”

This can be

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

2024-11-29

@TheJaredDillianShow believes Trump is less Business Friendly than Kamala!

Check out the ul interview here:ttps://youtube.com/watch?v=D01au-Vf5

2024-11-17

Have you ever heard of Immigration to China? Neither has Ed. But they will need immigrants to drive consumption for their economy.

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

2024-10-04

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Dr. Lacy Hunt says the US economy is in a “very precarious situation.” Inflation is coming down, but prices are not. New cars and homes cost about 20% more than they did before the pandemic and remain out of reach for people on the middle and lower rungs of the economic ladder. The high cost of food isn’t helping, either.

Inflation hurts those who can least afford it. Lacy rams home the point—just because inflation is slowing, doesn’t mean there aren’t millions of people still suffering due to the higher costs of basic needs. Lacy walks us through the data.

We also discuss the economic impacts of artificial intelligence, the nuclear energy revival, and the pros and cons of immigration.

Dr. Hunt is

2024-08-09

After Russia invaded Ukraine, the US and its allies froze over $58 billion in assets from Russian oligarchs and blocked major Russian banks from using the international payment system, known as SWIFT. Did the US cross a line in terms of weaponizing the dollar and denying access to the global financial system—opening the door to other nations losing confidence in the US dollar?

Saleha Mohsin, a senior Washington correspondent for Bloomberg News and my guest today on Global Macro Update, pegs the watershed moment for dollar weaponization back decades earlier, to the aftermath of the Sept. 11 attacks. She covers this in detail in her book, Paper Soldiers, which has been one of my favorite geopolitical reads of the year.

We delve further into dollar weaponization in our interview, along

2024-08-02

As the US and its Western allies realign supply chains to strengthen economic resiliency, the cost of certain goods and commodities will go up. I call this “resiliency-driven inflation.”

I received a note from renowned economist Bill White about this, which prompted our interview. Bill is a former chairman of the Economic and Development Review Committee at the OECD. He has served at the Bank of Canada and Bank of England, and he is a long-time favorite speaker at the Mauldin Economics Strategic Investment Conference.

Bill and I share concerns about an extended era of both higher inflation and higher interest rates. He sees us moving from an age of plenty, which he pegs as roughly 1990 to 2020, to an age of scarcity. In our interview, he discusses the five key macroeconomic factors