What Uranium Bulls Get Wrong & How Bill Gates Is Backing Nuclear with Jan Stuart

2024-02-13

George Friedman says there are two Chinas: one based in Shanghai and another that is still effectively a third-world country. He paints a grim picture of China, with security lockdowns, home inspections, and paralysis among its leaders. He says Xi Jinping may have already lost control, and the risk of civil war is real.

George and I also unpack the military stalemate in Ukraine and the increasingly complex posturing in the Middle East.

You will also hear why China won’t invade Taiwan, which Middle East country is the best model for success, and how the US could help end the war in Ukraine.

George Friedman is a renowned geopolitical strategist, best-selling author, and the founder of Geopolitical Futures. You can get special access to his work at Geopolitical Futures by following the

2024-02-09

Grant Williams connected me with Evergreen Gavekal CIO David Hay many years ago,
calling him “one of the good guys.”

In this interview, David and I unpack the future of nuclear energy and oil & gas investing,
along with the trouble in China’s stock and real estate markets.

David adds to my long list of reasons why China is un-investable right now. He also
shares a specific investing signal we should all watch—and deems it “the most
important thing” in our conversation. It’s a technique endorsed by Paul Tudor J ones.

You will also hear about the opportunities David sees in Japan, the ticker of an insurance
company David likes right now, and why he’s personally invested in molten salt small
nuclear reactors.

For all of us following the nuclear energy revival, David recommends reading

2024-01-26

The thought of risking American lives and resources over Taiwan leaves most Americans perplexed. The goal for the US here, which former DoD official Elbridge Colby and I agree on, is to avoid a war with China.

To do that, Elbridge says we urgently need to overhaul our defense strategy. He lays out a concise plan for this in my latest Global Macro Update interview.

Here’s Colby:

“[T]he best thing for the American people, and frankly the best thing for freedom and democracy in the world, is for us to not get in a war, but meet our core interests.”

Colby is a co-founder and principal of the Marathon Initiative, a foreign policy think tank, and the author of The Strategy of Denial: American Defense in an Age of Great Power Conflict.

Go here to subscribe to Global Macro Update:

2024-01-19

Will the US go to war with China over Taiwan? Most Americans have a hard time seeing that as a real possibility. Why should the US care about an island right off China’s mainland that’s smaller than its biggest national park?

Foreign policy expert Elbridge Colby, who served as Deputy Assistant Secretary of Defense for Strategy and Force Development, breaks down China’s plan to dominate the Eastern Hemisphere—starting with Taiwan—and then challenge US hegemony.

Colby is a co-founder and principal of the Marathon Initiative, a foreign policy think tank, and the author of The Strategy of Denial: American Defense in an Age of Great Power Conflict.

Go here to subscribe to Global Macro Update:
https://www.mauldineconomics.com/go/JM528R/YTB

Learn more about Elbridge Colby here:

2023-12-22

Today’s guest, renowned political pollster Dr. Frank Luntz, believes the once absurd
thought of the two leading presidential candidates debating each other while one wears
prison orange and the other receives geriatric medical support is, in fact, a possibility.

Yet, 70% of Americans don’t want a Trump vs. Biden rematch. Have we finally reached
the point where a third-party candidate could win? Dr. Luntz shares invaluable insights
on the 2024 election with Mauldin Economics Publisher Ed D’Agostino.

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:

2023-12-12

Is this concentration a strategy or a sign of market myopia? Watch the full conversation and expert financial foresight on our channel.

#shorts #finance #zulauf #globalmacroupdate