Investing Sentiment and Strategy: Keys to a Stress-Free Financial Journey | Jared Dillian
2024-02-02
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 cover market sentiment, some of Jared’s positions, and why central banks are stockpiling gold. We also chat about the book. Jared wants everyone to get the big things right—house, car, student loans. Those choices will dictate your financial well-being, not your coffee order.
Go here to learn more about Jared Dillian’s book, No Worries: How to Live a Stress-Free Financial Life:
US-China Dynamics: Key Considerations for Investors in a Global Market
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.
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Macro Framework Briefing – Investing in 2024
2024-01-18
Mauldin Economics Publisher and COO Ed D’Agostino believes we are at an inflection point in the markets.
For years, investors have been able to buy broad-based ETFs and do pretty well. Those days are over.
Ed details how he and his elite team within Mauldin Economics use themes to focus their investment research—a must in this new investing environment. Ed also unpacks three of his themes for you and shares specific recommendations.
Go here to learn more about Ed D’Agostino’s new investment research service:
https://www.mauldineconomics.com/go/JM529S/YTB
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https://www.linkedin.com/in/ed-d-agostino-415475296/
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https://community.mauldineconomics.com/download-app
Timestamps:
00:00 – Market changes ahead
02:17 – How
Unmasking AI’s Dark Side: From Warfare to Daily Life with Paul Scharre
2024-01-12
Former US Army Ranger Paul Scharre knows all about AI’s darker potential. He talks to Mauldin Economics publisher Ed D’Agostino about AI’s role in combat, the rise of Chinese-style techno-authoritarianism, and US vulnerabilities in the Panama Canal.
Paul is the Executive Vice President of the Center for a New American Security. He’s authored two books, including Four Battlegrounds: Power in the Age of Artificial Intelligence. Prior to that, he completed multiple tours in Iraq and Afghanistan.
Paul shares Ed D’Agostino’s concerns about AI in the hands of adversaries like China, who are using AI-driven facial recognition for widespread public surveillance. Watch the interview to hear the part about China’s public surveillance that most Americans miss…
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Ex-Fed Economist Claudia Sahm on Global Dynamics, Politics, and the Economy
2023-12-15
Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. And families are bringing in more money than they have in years. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect between the rosy economic data and how people perceive things.
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:
https://www.mauldineconomics.com/go/JM528O/YTB
Learn more about Claudia Sahm here:
https://stayathomemacro.substack.com
Follow Claudia Sahm on LinkedIn:
https://www.linkedin.com/in/claudiasahm/
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China’s GDP Mirage, Investment Risks, and Financial Overhaul with George Magnus
2023-11-10
China wants to de-risk its economy away from the US and US allies. As former UBS economist George Magnus put it in this episode of Global Macro Update, China has been “pursuing policies that we would now call decoupling” for the past 10 or 15 years. Its goal is to “establish dominant market shares of 70% or more in a range of modern industries at the frontier of science and technology.”
George is the author of several books, including Red Flags: How Xi’s China Is in Jeopardy. He’s also an associate at Oxford University’s China Centre. He speaks to Mauldin Economics Publisher Ed D’Agostino about everything investors need to know about China today.
You can learn more about George Magnus here:
https://www.georgemagnus.com
Stay informed on the big trends by subscribing to Global Macro
No Coincidence: US Enemies Foment War Across the Globe
2023-10-27
“Usually, coincidences don’t exist in geopolitics.” Mauldin Economics Partner & COO Ed D’Agostino speaks to Jacob Shapiro of Cognitive Investments about military tensions running hot across the globe.
The Israel-Hamas war is top of mind. But at the same time, Kosovo is pointing fingers at Serbia over a gun battle at a monastery. China’s Coast Guard rammed into a Philippine boat in contested waters in the South China Sea. And the war in Ukraine rages on. It almost makes you wonder if US enemies are acting in concert to spread our military and budget thin.
You can learn more about Jacob Shapiro here: https://www.cognitive.investments/Jacob-Shapiro
Stay informed on the big trends by subscribing to Global Macro Update here:
https://www.mauldineconomics.com/go/JM528K/YTB
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