Big Tech Made You a Digital Serf | Frank McCourt

2024-03-15

Energy demand is set to skyrocket—in the US and around the globe. What if we could tap an energy source that is clean, abundant, and cheap? We could if regulators would get out of the way.

Aerospace and nuclear engineer Dr. Robert Zubrin highlights how oppressive regulation blocks nuclear projects without improving safety. You will hear about the exciting progress scientists are making with fusion and small modular reactors. We also cover how the US is ceding lucrative global nuclear markets to China.

Dr. Zubrin is the author of The Case for Nukes: How We Can Beat Global Warming and Create a Free, Open, and Magnificent Future. Learn more here:
https://bit.ly/3PhKy1S

Follow Dr. Robert Zubrin on X here:
https://twitter.com/robert_zubrin

Follow Dr. Robert Zubrin on LinkedIn here:

2024-03-07

India looks amazing on paper: 1.4 billion people, the world’s fastest-growing economy, rapid digitization, and arms wide open to foreign investment.

In this episode of Global Macro Update with Cognitive Investments partner Jacob Shapiro, you’ll hear about the hottest growth sector in India. Jacob gives it a “9 or a 10.”

We also cover Jacob’s predictions about India’s changing position in the multipolar world, which is one of my core investment themes.

I’ve written many times that India will be one of the few countries that can do business with both the East and West. Jacob says India’s success might force it to pick sides… or turn it into a global powerhouse in its own right.

You’ll find a link to the Gavekal Research founder Charles Gave interview I discuss with Jacob below.

Go

2024-02-02

Former Wall Street trader Jared Dillian is back to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life.

Jared writes multiple financial newsletters, his work is regularly published on Bloomberg, and you’ll often spot him on major media outlets like MSNBC or Fox Business. Pinning him down for this interview wasn’t easy.

We cover market sentiment, some of Jared’s positions, and why central banks are stockpiling gold. We also chat about the book. Jared wants everyone to get the big things right—house, car, student loans. Those choices will dictate your financial well-being, not your coffee order.

Go here to learn more about Jared Dillian’s book, No Worries: How to Live a Stress-Free Financial Life:

2024-01-18

Mauldin Economics Publisher and COO Ed D’Agostino believes we are at an inflection point in the markets.
For years, investors have been able to buy broad-based ETFs and do pretty well. Those days are over.
Ed details how he and his elite team within Mauldin Economics use themes to focus their investment research—a must in this new investing environment. Ed also unpacks three of his themes for you and shares specific recommendations.

Go here to learn more about Ed D’Agostino’s new investment research service:
https://www.mauldineconomics.com/go/JM529S/YTB

Follow Ed D’Agostino on LinkedIn:
https://www.linkedin.com/in/ed-d-agostino-415475296/
Download the Mauldin Economics App here:
https://community.mauldineconomics.com/download-app

Timestamps:
00:00 – Market changes ahead
02:17 – How

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…

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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/

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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: