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Mauldin Economics
United States
Registrace 16. 03. 2011
Mauldin Economics helps you understand the most important news and make smarter, more durable portfolio decisions. Global Macro Update with Ed D'Agostino dives deep each week with economists, analysts and newsmakers - showing you what's really going on in finance, government policy, and geopolitics. To sign up for Global Macro Update, just go here: www.mauldineconomics.com/go/JM546D/MEC
Our research reaches over 150,000 investors just like you, and our team, led by John Mauldin and Ed D'Agostino, includes some of the most respected independent minds in finance. For more information and access to additional free resources from Mauldin Economics, just visit: www.mauldineconomics.com/go/JM525SM003/YTB
And follow us on Twitter:
@EdDAgostino
@JohnFMauldin
Our research reaches over 150,000 investors just like you, and our team, led by John Mauldin and Ed D'Agostino, includes some of the most respected independent minds in finance. For more information and access to additional free resources from Mauldin Economics, just visit: www.mauldineconomics.com/go/JM525SM003/YTB
And follow us on Twitter:
@EdDAgostino
@JohnFMauldin
Video
How Information Overload Reshapes Politics | Martin Gurri
zhlédnutí 4,5KPřed 5 dny
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,” wh...
Warning: Taiwan Could Be the Next Ukraine | Dmitri Alperovitch
zhlédnutí 6KPřed 12 dny
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...
Geopolitical Shocks: How to Profit with Kuppy's Macro Dreamscape
zhlédnutí 5KPřed měsícem
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 Ku...
The Future of the Market: Roaring 20s or Repeat of the 70s? Ed Yardeni & Eric Wallerstein
zhlédnutí 4,7KPřed 2 měsíci
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...
2024: The Year of Cyber Vulnerability - What Investors Need to Know | Karim Hijazi
zhlédnutí 38KPřed 2 měsíci
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...
The Coming Storm: How AI & Fed Changes Will Reshape Your Investments | Danielle DiMartino Booth
zhlédnutí 16KPřed 2 měsíci
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 t...
Crisis & Opportunity: Building Wealth in Turbulent Markets | Nicholas Glinsman
zhlédnutí 6KPřed 3 měsíci
Gold keeps reaching new all-time highs with demand coming from central banks, particularly China’s. Nick Glinsman, renowned macro portfolio manager and cofounder of Malmgren Glinsman Partners with Harald Malmgren, says, “I don't necessarily think it's a central bank directly, but I think it's the central bank combined with some of their big domestic accounts going all-in and buying gold nonstop...
Bitcoin ETFs, Real-World Blockchain, & Investment Strategies | Stephen McBride
zhlédnutí 3KPřed 3 měsíci
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 app...
The 1940s vs 2020s: Debt Levels, Monetary Policy, and Cryptos as Global Currencies | Lyn Alden
zhlédnutí 41KPřed 3 měsíci
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 geopolitica...
The Fight to Reclaim Your Data: The $500M Movement You Need to Know About | Frank McCourt, Jr.
zhlédnutí 3KPřed 4 měsíci
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 bett...
The World NEEDS This Clean and Cheap Energy | Robert Zubrin
zhlédnutí 4,6KPřed 4 měsíci
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 fus...
India Could Dominate the World or “Collapse in on Itself” | Jacob Shapiro
zhlédnutí 39KPřed 4 měsíci
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 mu...
Friedman on the “Two Chinas” and How Putin Saves Face
zhlédnutí 278KPřed 5 měsíci
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 increasi...
China's Political Risks, Modular Reactors & Debt Solutions | David M. Hay
zhlédnutí 7KPřed 5 měsíci
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 s...
Four Keys to a Stress-Free Financial Journey | Jared Dillian
zhlédnutí 4,3KPřed 6 měsíci
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 cove...
What a bunch of nonsense! This guy has zero knowledge of China!
Classic scenario: we need new growth and growth methods, but growth is too risky.
This is a great show, deserves way more views.
Thank you Jesse - I really appreciate the support! -Ed
I have read this book multiple times and CAN NOT RECOMMEND IT ENOUGH
Denial and delusional. I facts and all conjecture. Is thus the best the warmongers can come up with?
I made it 18 minutes, but Martin is clearly delusional when it comes to attempting to discuss politics with any accuracy or even-handedness.
I made it to 19 minutes! Seems untethered.
I agree... He is very biased.
Interesting. He has a unique perspective considering his background. How so?
I managed 25 minutes
“Biased, untethered…” so you run from information inconvenient to your interests? You shove your head in the ground at viewpoints that oppose yours? Bad idea.
Maybe its time the USA needs a 3rd party to give better choice as the current parties are letting the people of the USA down.
Wonderful discussion. Gives some prospective of what is happening in this crazy world.
love this interview, he needs to be on the show reguarly!!!! So knowledgble!
Agreed - his book is well worth a read. You can find Martin's more current work at his Substack, substack.com/@martingurri Thanks for the comment! - Ed
How do you see the role of Silicon Valley entrepreneurs in politics evolving? Sign up for my free newsletter here - www.mauldineconomics.com/go/JM563C/YTB
So stupid
Taiwan has been a part of China since the Ching Dynasty. Japan started a war and robbed Taiwan from China. Your history of China and Taiwan is wrong.
This guy handpicks some topical stories to try to legitimise the usual false, anti-China tropes: "China wants to bully Asia and the world"; "China used theft of IP to get ahead"; "China massively subsidises industries to bankrupt other countries"; "Xi is an ego-maniac" etc, etc. His flawed analysis is more a mirror of the US and US Presidents than of China and Xi. With skill deficits as big as his it's no wonder why he's desperately seeking ro draw attention away from his massive Crowdstrike stuff-up!
The USA woild love that Wars ...and Wars ...makes them happy that the World is burning away !?
You state that Taiwan is an unsinkable war ship. At the same time you say US is not against a peaceful reunification. Am I the only one who sees the contradiction and irony in these statements?
The United States needs to actively promote peaceful reunification of Taiwan and the Mainland.
😂 they are doing the exact opposite they are escalating the tension
You never go broke investing in land in Florida?? Ask Groucho Marx.
Seriously Crowdstrike, after screwing up the world, you are now a China expert? 😂
Big Blue Screen malware Cyber attacker, Crowd strike Co founder now a Taiwan Geopolitics experts. Too bad CN has firewall.
This is a russian guy who emigrated to the US, now feeling insecure that the system would turn on him. He is trying to echo the official propaganda from Washington as loud as he can so he can keep his money what he made in the United States.
Why mention 'Han Chinese' and not say, Yamato Japanese or Slav Russians when talking about countries !?
I really lost confidence on Crowdstrike. I wouldn't trust such poor quality security product can really fight smart hackers. We had spent 2 days to fix the issue on our servers. How come such a simple update can't be QA correctly and it shut down millions clients machines?? He should spend more time to QA his own company's product. Make sure he will not shoot himself in the foot again. I'm sure lots of angry customers will file lawsuits again Crowdstrike to get their money back.
2 years ago he also warned that US can cripple Russia power grid at will but without causing "permanent damage". This grifter is a insidious loud mouth.
Easy, USA should stay out.
Could go the way of the Afghans and South Vietnam...without massive US air support ...both afghanistan and South Vietnam fell within weeks.....PRC could launch thousands of missiles and airstrikes within days and the Taiwanese call it quits...while US debates anout intervention
There is no need for war. Worst case scenario is Taiwan formally declares independence. China then blockades Taiwan. USA then freezes China out of global financial and trade system. China would be crippled as it is neither food nor fuel self sufficient and its economy entirely dependent on trade. That is America’s main objective. Other points to further elaborate: Taiwan was formally administered by Chinese Qing government until end of 19th century when Japanese took control, but sovereignty reverted to China after Japan’s defeat in WWII. Second, Chiang Kai Shek’s regime did not disintegrate. Twelve years after Chiang’s death, his son and heir Chiang Ching Kuo ended martial law, allowed Taiwanese exchange with the Mainland as well as Hong Kong and Macau, and guided the government into a democracy.
USA wants to continue to run the world. Do democratic. 😊
They don't talk about the Govt systems affected by it since a lot of them utilize windows and crowd strike. Smart DOD Contractors utilize Linux just for these reasons . 💯 to “ It's a warning how interconnected all is. ” This was a hack of Crowd Strike in my opinion so we'll see after the Govt review of its systems and cascading damage(s) globally. Posted 072024H3
think Crowdstrike is more a risk to Taiwan XD
Come-over creep: Dmitri Alperovitch is heavily involved in politics... not a good thing when involved in cyber security ...
somehow no pr at hoover
🙄🙄🙄🙄
So essentially what you’re saying is when we accepted the One China Policy we had our fingers crossed behind our backs.
Founder of Crowdstrike? OK, now we know. Who needs enemies having such friends.
this guy is Russian. I do not trust anything anyone of Slavic extraction says
LMFAO! Some timing you've got there. This guy isn't in hiding yet?
Very interesting and well-explained insights. I learned a lot about the global situation surrounding Taiwan.
Excellent guest. Really one of the most precise analysists I have seen.
Nothing ambiguity about Taiwan Republic of China being China- U.S. should get out of south China Sea
Xi, is that you?
You are right. The US is trying to rewrite history.
There is No ambiguity about One-China policy at all - the ambiguity is involved w/the U.S. military involvement
Cyber security expert warns about Taiwan but not the Microsoft outage?
What are the odds this would happen? A software bug connected to CrowdStrike and Microsoft broke the internet on the same day this was released. Sign up for my free newsletter here - www.mauldineconomics.com/go/JM563A/YTB
This woman is a fake, a phony.
His opinions are for propagandas.
Lmao
Saving Face vs Rewarding The Aggressor?!
NOW Dr. Zubrin is making sense! He needs to forget about his Mars nonsense.
Honestly , if this man is really as smart as they say, he really needs to take a red pill !
Putin saves face?
Every single cryptocurrency, whether it’s private or not is irrelevant, because the minute you go and withdraw, you need a bank account that’s linked to the exchange which has KYC regulations. Basically, if you’re looking to commit fraud in any way, using a bank account is not for you. The crypto itself may be, but without a bank account, what’s the subjective value of your crypto if you can’t spend it without converting to crypto?
This man is delusional😢