Why Interest Rates and Inflation Are Here to Stay | William White
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
Co-Founder of CrowdStrike: Taiwan Could Be the Next Ukraine | Dmitri Alperovitch
2024-07-19
Is the US in “Cold War II” with China? Dmitri Alperovitch believes we are, and that it could turn kinetic, starting with China potentially invading Taiwan.
Dmitri is a founder of cybersecurity firm CrowdStrike and the co-author of World on the Brink: How America Can Beat China in the Race for the Twenty-First Century. He’s also one of the few analysts who accurately predicted when, why, and how Russia would invade Ukraine. He got it right—and he got it right early.
Dmitri articulates Taiwan’s strategic importance to both China and the US in plain terms. He points to China’s belief in its right to global preeminence, saying that China doesn’t want to be a US peer—it wants to “eclipse” it. When China looks out from its shores, it sees a ring of US naval power constraining it, keeping it
Geopolitical Shocks: How to Profit with Kuppy’s Macro Dreamscape
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
The Future of the Market: Roaring 20s or Repeat of the 70s? Ed Yardeni & Eric Wallerstein
2024-05-24
Will the stock market rise another 50% by 2030? Dr. Ed Yardeni believes there’s a substantial chance this could happen. We discuss why in this Global Macro Update interview.
Dr. Ed’s thesis cites increasing productivity, fueled by advances in technology. This aligns with my AI/productivity boom theme: AI and automation will supplement workers, who are in short supply, making companies much more productive.
Dr. Ed says, “Productivity is sort of fairy dust: It boosts real GDP, it keeps a lid on inflation, it allows wages to rise faster than prices, and it’s great for profit margins.”
Dr. Ed is a former chief investment strategist at Prudential Equity Group and at Deutsche Bank’s US Equity Group. Today, he runs Yardeni Research. His chief markets strategist, Eric Wallerstein (formerly of
Investor Watch 2024: Cyber Espionage & National Security Threats | Karim Hijazi
2024-05-17
Intelligence expert Karim Hijazi says the online threats to our national security go well beyond TikTok. They are vast, largely invisible, and ever-present—and AI is only amplifying this.
Karim is the founder/CEO of cybersecurity firm Vigilocity, and we connected through Renè Aninao, the managing partner of CORBŪ.
Karim and I discuss how cyberspace has become the primary medium for spycraft and warfare among advanced nations. He says we are in a “new Cold War” that is “even more cold than it was before because it’s under the surface in a fairly murky and nebulous and cryptic world that most people just don’t understand.” And he backs that up with a stream of concrete examples.
You will also hear how cyberattacks produce kinetic damage, why your personal laptop might be a bigger
The Coming Storm: How AI & Fed Changes Will Reshape Your Investments | Danielle DiMartino Booth
2024-05-10
QI Research founder and former Dallas Fed adviser Danielle DiMartino Booth discusses recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation.
Danielle unpacks a litany of troubling economic data in our interview. Layoffs are spreading from tech to retail, manufacturing, and transportation. And for the first time ever, Americans are paying more to service their non-mortgage debt than their mortgage debt.
Danielle and I also cover AI’s impact on jobs, short-sighted Covid-era policies, and the coming “condo-mageddon.”
Investors, watch to the end for Danielle’s thoughtful guidance on what this all means for the markets and where to look for safe havens.
Learn about Danielle DiMartino Booth’s letter, The Daily Feather, here:
2024 Crypto Mastery: Real-World Blockchain, Investment Strategies, & Bitcoin ETFs | Stephen McBride
2024-04-12
RiskHedge Chief Analyst Stephen McBride says, “99% of crypto is absolute garbage. I wouldn’t touch it. I think the other 1% will change the world.”
Stephen runs a crypto advisory that’s outperformed bitcoin—even through the last crypto crash.
In this interview, he shares his crypto portfolio’s largest holding, explains how new bitcoin ETFs will change crypto investing, and shares real-world applications for the blockchain, including one that could unseat Google Maps.
Watch to learn the safest ways to invest in crypto and what to avoid in this vast ecosystem filled with crooks and charlatans.
Click the link below for a special offer on Venture, Stephen’s crypto investment letter.
Learn more about the right way to invest in crypto, with Stephen’s crypto advisory, RiskHedge Venture,
Big Tech Made You a Digital Serf | Frank McCourt
2024-03-26
Big Tech is watching. Companies like Google, Meta, and X (Twitter) track what you read
and watch, where you drive, and what you buy. Unless you live off the grid, most of this
is out of your control.
Frank McCourt, Jr., the executive chairman of McCourt Global and former LA Dodgers
owner, is putting up $500 million of his personal fortune to fight this invasive system
and make the internet better for everyone, especially children. This starts with
reclaiming our digital privacy.
Learn more by visiting Project Liberty and checking out McCourt’s new book with co-
author Michael Casey, Our Biggest Fight.
Go here to learn more about Frank McCourt, Jr. and Project Liberty:
https://www.projectliberty.io
Go here to learn more about McCourt’s new book with co-author Michael Casey, Our
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