Oil Demand SURGES Despite Energy Transition Hype | Josh Young
2024-09-13
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The prevailing narrative around oil is that a global supply glut and weakening demand from China will continue to keep oil prices down.
The reality is that oil isn’t going away anytime soon.
Josh Young, the founder and CIO at energy investment firm Bison Interests takes us on a world tour of oil-producing nations, explaining why there is “a lot less spare capacity than people think.” That includes capacity from Guyana, which some have called “the next Saudi Arabia.” He also believes the China demand story is overstated.
You will also hear about which OPEC nations might be cheating on their quotas, the nuances in the Exxon v. Chevron dispute, the future of the Strategic Petroleum Reserve… and what
How China Dominates the Global Export Business | Louis Gave
2024-08-30
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Decoupling the US economy from China’s is essential to strengthening our long-term economic resiliency and national security. Meanwhile, China is doing the same thing—decoupling its economy from ours. Yet China’s export business is booming.
Gavekal CEO and renowned China expert Louis Gave says that China now exports more to other emerging markets than it does to the US and western Europe. Here’s Louis:
“China’s trade is absolutely booming. The investments that China made 10 years ago in things like the One Belt One Road, the Silk Road Fund, the Asian Infrastructure Investment Bank, all the things that we laughed at and said, ‘Oh, you want to have trade with Kazakhstan? Who cares? Sure, have it. It’s
Ex-Wall Street Trader: The $8 Trillion Bubble Ready to Burst | Jared Dillian
2024-08-23
That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms.
Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get ahead of it.
Jared just released a comprehensive white paper on the private equity bubble—and what he’s calling the “Big Short 2.0.” Access your FREE copy by clicking the link below.
Find Jared Dillian’s free exposé on private equity here:
https://www.jareddillianmoney.com/go/JD059AF031/MEC
Follow Jared Dillian on X (Twitter):
Revolt of the Public: How Information Overload Reshapes Politics | Martin Gurri
2024-07-26
Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point. Since then, the amount of information available to us has gone parabolic, as documented by former CIA media analyst Martin Gurri in his fascinating book, The Revolt of the Public.
Gurri explains the effects of this information “tsunami,” which underpinned events from the Arab Spring to Javier Milei’s ascendency in Argentina to the abrupt turnaround of China’s Zero-COVID policies.
The information tsunami has led to a breakdown in the public’s trust in institutions and the elites in charge. Many of us have sensed this happening for years now, but I believe Gurri has done the best job of articulating the nuances of this phenomenon.
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
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,
The 1940s vs 2020s: Debt Levels, Monetary Policy, and Cryptos as Global Currencies | Lyn Alden
2024-04-05
Inflation is proving stickier than anyone would have hoped. Lyn Alden, the author of Broken Money: Why Our Financial System Is Failing Us and How We Can Make It Better and my guest today, offers a cogent explanation of why, likening it to the fiscal-driven inflation of the 1940s.
Lyn explains how the pandemic-era fiscal stimulus continues to affect our economy, along with increasing geopolitical instability and the runaway federal deficit. We also discuss bitcoin’s special role in emerging markets, vulnerabilities in our banking system, and the problem with India’s central bank digital currency.
Go here to learn about the Strategic Investment Conference:
https://www.mauldineconomics.com/go/JM543Z31/MEC
Go here to learn more about Lyn Alden: https://www.lynalden.com
Follow Lyn Alden
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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