@TheJaredDillianShow tells Ed D'Agostino he believes Trump is for the little guy. Check out the ul interview here:ttps://youtube.com/watch?v=D01au-Vf5 |
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2024-11-25
Jared Dillian explains why that might not give you the investment results you want!
Check out the full interview here: -Vf5GI
#finance #stockmarket
2024-11-22
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.
2024-11-17
He’s got bigger 🐟 to fry!
Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0
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
2024-09-27
Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563J/YTB.
We’re wrapping up our energy series with Mark Mills, Executive Director of the National Center for Energy Analytics. Mark and I both began our careers in manufacturing plants before American manufacturing largely moved overseas. Today, that megatrend is coming full circle, as rising labor costs in China and an increased focus on resiliency persuade businesses to bring manufacturing and production back to the US.
I see this as a positive for North America, and advances in automation will make our manufacturing even more productive.
But this boom in reshoring, or “repatriation” as Mark calls it, requires massive amounts of energy. Where will it come from? That is the focus of our interview today.
Mark
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
2024-08-09
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
2024-06-28
We are entering a golden age of macro investing says Harris Kupperman, or “Kuppy” as he’s colloquially known.
Kuppy is the founder and CIO of Praetorian Capital, where he publishes an excellent, free investor letter (link below) that I read regularly. In it, he’s written about the “great macro dreamscape,” where the world unravels largely in response to runaway government debt.
While many of Kuppy’s readers took his forecasts in a negative light (and there will be negative fallout, particularly inflation), he is more focused on the opportunities it will create for macro investors.
We dig into those opportunities in detail in this interview, with Kuppy sharing specific areas—including offshore energy—that he likes. We also discuss his success with uranium, and how our tense
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