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Mauldin Economics
United States
Приєднався 15 бер 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
Geopolitical Shocks: How to Profit with Kuppy's Macro Dreamscape
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 relationship with Russia and many emerging-market nations will accelerate the global race to secure energy and commodities access.
Our conversation reinforced my views on the resiliency-driven inflation that lies ahead.
Learn about Harris Kupperman’s free investor letter here: pracap.com
Follow Harris Kupperman on X (Twitter) here: x.com/hkuppy
Subscribe to Ed D’Agostino’s free weekly e-letter here: www.mauldineconomics.com/go/JM546N/YTB
Follow Ed D’Agostino on LinkedIn: www.linkedin.com/in/ed-d-agostino-415475296/
Time stamps:
00:00 - Introduction
01:04 - Profiting from macro events that overwhelm everything
04:18 - The golden age of global macro
07:44 - Collapse of a first-world nation
09:37 - US picking fights around the globe
11:00 - Anti-fragile assets
12:52 - A sweet spot for uranium
16:35 - Bubble in the uranium juniors
19:09 - Resiliency-driven inflation
21:24 - The hydrogen science experiment
22:44 - What Kuppy likes right now
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 relationship with Russia and many emerging-market nations will accelerate the global race to secure energy and commodities access.
Our conversation reinforced my views on the resiliency-driven inflation that lies ahead.
Learn about Harris Kupperman’s free investor letter here: pracap.com
Follow Harris Kupperman on X (Twitter) here: x.com/hkuppy
Subscribe to Ed D’Agostino’s free weekly e-letter here: www.mauldineconomics.com/go/JM546N/YTB
Follow Ed D’Agostino on LinkedIn: www.linkedin.com/in/ed-d-agostino-415475296/
Time stamps:
00:00 - Introduction
01:04 - Profiting from macro events that overwhelm everything
04:18 - The golden age of global macro
07:44 - Collapse of a first-world nation
09:37 - US picking fights around the globe
11:00 - Anti-fragile assets
12:52 - A sweet spot for uranium
16:35 - Bubble in the uranium juniors
19:09 - Resiliency-driven inflation
21:24 - The hydrogen science experiment
22:44 - What Kuppy likes right now
Переглядів: 3 985
Відео
The Future of the Market: Roaring 20s or Repeat of the 70s? Ed Yardeni & Eric Wallerstein
Переглядів 4,5 тис.Місяць тому
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
Переглядів 14 тис.Місяць тому
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
Переглядів 16 тис.Місяць тому
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
Переглядів 6 тис.2 місяці тому
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
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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
Переглядів 40 тис.2 місяці тому
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.
Переглядів 3 тис.3 місяці тому
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
Переглядів 4,6 тис.3 місяці тому
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
Переглядів 39 тис.3 місяці тому
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
Переглядів 276 тис.4 місяці тому
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
Переглядів 7 тис.4 місяці тому
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
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US-China Dynamics: Key Considerations for Investors in a Global Market | Elbridge Colby
Переглядів 3,3 тис.5 місяців тому
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 thin...
Are We on a Collision Course with China? | Elbridge Colby
Переглядів 5 тис.5 місяців тому
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 East...
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Why Old Investing Strategies No Longer Work: Embracing New Paradigms
Investing in the Future: How AI is Shaping the Military Landscape | Paul Scharre
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Investing in the Future: How AI is Shaping the Military Landscape | Paul Scharre
Avoiding a Biden-Trump Rematch: Luntz on the Third-Party Game Changer
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Avoiding a Biden-Trump Rematch: Luntz on the Third-Party Game Changer
Ex-Fed Economist Claudia Sahm on Global Dynamics, Politics, and the Economy
Переглядів 5 тис.6 місяців тому
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Felix Zulauf’s Dire Warning: End of the Unipolar World
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Felix Zulauf’s Dire Warning: End of the Unipolar World
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Переглядів 4,2 тис.7 місяців тому
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China's GDP Mirage, Investment Risks, and Financial Overhaul with George Magnus
No Coincidence: US Enemies Foment War Across the Globe
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No Coincidence: US Enemies Foment War Across the Globe
Ex-CIA Director Reveals Intel on Israel and China | Gen. David Petraeus
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Reshoring America: Strategic Opportunities for Investors
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Why Uranium Prices Are Skyrocketing: Expert Insights with a Uranium CEO | Amir Adnani
Переглядів 15 тис.9 місяців тому
Why Uranium Prices Are Skyrocketing: Expert Insights with a Uranium CEO | Amir Adnani
End of an Era: Jacob Shapiro on Why Globalization Was a 30-Year Aberration
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End of an Era: Jacob Shapiro on Why Globalization Was a 30-Year Aberration
Powell’s Singular Focus, Housing Stagflation & Avoiding a Kinetic Battle with China | Peter Boockvar
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Powell’s Singular Focus, Housing Stagflation & Avoiding a Kinetic Battle with China | Peter Boockvar
Exposing WSJ’s Biggest China Mistakes: Louis-Vincent Gave's Analysis
Переглядів 64 тис.10 місяців тому
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What Uranium Bulls Get Wrong & How Bill Gates Is Backing Nuclear with Jan Stuart
Переглядів 10 тис.10 місяців тому
What Uranium Bulls Get Wrong & How Bill Gates Is Backing Nuclear with Jan Stuart
FALL LANCIAZESHPOORI , GIVE SPEECH IN HELL😂
Drilling hydrogen from the ground like oil is called Gold Hydrogen.
The word is jibes not jives. Jive is a type of dance.
Kuppy, you are way wrong on Russia. Putin started the war and is a confirmed war criminal
With uranium as everything else, the cure for low prices is low prices... either nuclear power had to increase or the lights had to go out. The lights weren't going out ((( Rick Rule )))
Kuppy is so far out of his depth. And so biased. He seems to think the U.S. started the Ukrainian war. He's "not mad at Russia or Putin." Just another autocratic apologist.
He’s correct
Are you uninformed about what led to Russia's invasion of Ukraine? Broken promises(over decades) by the US and Nato not to expand further and further towards Russia. The US instigating and promoting the 2014 revolution in Ukraine to install an anti-Russian nationalist over a Democratically elected president. Next up was Ukraine becoming a Nato member. The Russian invasion was very predictable. The arrogance of the US foreign policy establishment has no bounds.
They did.
Dude this is such a first order thinking comment. Good luck in life!
The US, and the vassal western club, provoked it. Absolutely. It was intentional geopolitical neo con strategy. It was an attempt to destabilize and geopolitically disadvantage Russia. Read "The Grand Chessboard".
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It looks like most US experts are delusional. They still believe that the US is all mighty and the most modernized nation in God's creation. Not so; and far from it. The North Koreans need not have a home built delivery system but they certainly will be given, probably are in possession of a delivery system capable of reaching continental USA. If the US does not smell reality, South Korea, Japan and Guam will be obliterated by the North Koreans. The US may even find their West coast under mushroom clouds. It is not a joke being ignorant about the enemy's capability at the risk of exposing the innocent population of the three named countries to nuclear annihilation.
The Chinese is quietly more interested in taking back outer Mancheria from Russia
This guy is sooooo full of s***
How? Pls explain
22:48 1973-2023 damn
Äää
I think George Friedman is not following the real news he is watching Fake News CNN and Fox News. The Real Fact is Russia is Winning the War against Ukraine and NATO Ukraine is Collapsing as a country despite The Hundreds of Billions of Military and Financial Aid. Russia’s Economy is Very Strong and getting Stronger since the start of the War it’s now the 4th largest Economy in the World and Militarily The No.1 Most Powerful Country in the World they Successfully beat NATO led by the United States
its like shes talking but i dont understand a word . :(
Level 1. Lyn. Level 2. Saifdean. Final boss. Michael Saylor
Sure the war in Ukraine is a lost cause, but the West is stepping up the ambitions to throw away tax payers' money and enrich corrupt politicians and the MIC.
S&P500 reached ATH about a week ago (May 2024). Time to stay away?
Bitte auf deutsch übersätzen
Not enough laughs!
China will not invade Taiwan so no need to fear that, the reason is that China needs to provide work to over 600 million people and that is just not going to happen if trade collapses between China and the West, further more, countries all over the globe depend on selling resources to China to make goods for the West such as BRICS including middle east and Russia are all selling resources to China to make goods out of them, this trade will collapse as well and China as such will be left with 0 allies. Russia would risk total collapse if China and the west stop trading. So Russia-Chica relations would end right there. There is no play in the book in which China benefits from war over Taiwan, it does not exist. China needs to become an advanced economy, and develop its consumer society but that is 30 years away from now.
Chinese economy growing at 5 to 6% -> Chinese Greater Depression. China dominates just about every industrial sector, steel, EVs, solar panels, batteries, shipbuilding, autos, mobile phones, electronics etc etc. Where are these protests he's referring to? Investment? China is the world's largest generator of both financial savings & fixed capital investment, easily surpassing the USA. Also, China has the absolute leverage, Russia -> If Western nations try to mess with China's exports, then military aid to Russia will flow in quantities that the West cannot comprehend, let alone deal with.
Bitcoin idiocy is astonishing. Its a psycho-bubble. No value. Not an asset. The NAV is negative.
No one seems more smug and complacent than Yardeni. I recall him being quoted saying there is no wealth and income inequality problem in this country. Given his world view, I’m never shocked when he forecasts ever higher stock prices.
Ed Yardeni has been more RIGHT than wrong in his forecasts. You can’t say that about most other forecasters.
@@MonteRosa849 Has been. Says nothing about what “will be”.
@@KGold53 this time will be different
Great interview. Thank you
I think these guys are overly optimistic short term
Yardeni appears delusional about the US Stock Market and the continued rise of US Debt (Government, Corporations and Personal)..... Yardeni is feeding investor COMPLACENCY to stay invested vs locking in profits now, as Corporate revenue appears to have PEAKED...
Ok eric is insane cute
Greetings from 2024, fear porn is worthless, markets just go up over time.
Thanks for the video. MUGA!
Invest in the ideas you hear about in Global Macro Update - www.mauldineconomics.com/go/JM531M/YTB Sign up for my free newsletter here - www.mauldineconomics.com/go/JM546L/YTB
ua-cam.com/video/yczYThn4nDI/v-deo.html
With regard to Karim's comment that attacks on US infrastructure would be seen as an act of war, and might well be answered kinetically, I worry that there are too many ways to make a false-flag attack as a sort of "Let's you and him fight." Risky, perhaps, but as I understand it, it can be very difficult to be sure who is behind a given cyber attack.
How about investing in security companies, CRWD, FTNT or an ETF like BUG?
George is all over the map. Israel is not threatened by Jordan, Saudi Arabia, Lebanon, Syria, Turkey, Egypt, the Emirates, Oman, etc. The threat to Israel is the American Administration.
fascinating. I am scared and not sure what to do!
Thanks for the great interview with Karim Hijazi. Very scary! But left out of the conversation was an even more frightening scenerio: THE COMBINATION OF AI WITH QUANTUM COMPUTERS: Quantum computers are millions of times faster than the world's fastest computers. It is believed that China is ahead of the U.S. in this realm. So, this brings to light the possibility of FINANCIAL, as well of espionage & national security threats NOT discussed in this video. For example: 1. Could quantum/AI get into a bank or broker's computer system and empty some or all their financial accounts? 2. Could China, as a prelude to their invasion of Taiwan, shut down America's military [and allied] forces? [Note: China, in doing so, may prevent a wider war.] Note: As a septuagenarian -- for ease of investing, saving, and bill paying -- I had consolidated all my savings and investments into a single broker and bank. Now, I'm in the process of diversifying them, so that some of my resources might survive an attack by an AI linked to a quantum computer. Is this rational or paranoia?
I have taken similar steps!
She should be great as head of the Fed. Unfortunately, she won't be able to bend and follows other plan.
The Gov let their big donator$$$ friends remain open, and the rest of the small businesses closed.
Invest in the ideas you hear about in Global Macro Update - www.mauldineconomics.com/go/JM531K/YTB Sign up for my free newsletter here - www.mauldineconomics.com/go/JM546K/YTB
In one side the globalisation was a huge mistake. It contributed to the fact that you find all over the world the same low value mass products from shoes over clothes etc. And millions of small traditional shops which we had over generations just disapeared. Thats so sad bcz the variaty and the craftsmanship is gone forever. Go and find in a bigger town a traditional shoemaker, which is able to do more then a heel service. If you find one, its a specialist which maybe make handmade shoes as well, for a fortune. Crazy and sad. And now comes answer for this greedy times we had. Just ask myself whatfore the banks payed Billions in Bonus for their Managers and Hedgefund Traders, when now the banks are broke. Where this money went to for what?? We have laws which benefit the wealthy and charge the working class. For how long we are willing getting ripped off??
The founding Fathers believed in the work ethic of slaves!
Putin already has won. I don't know what these guys are saying. Ukraine is in shambles.
Where's the part about "how putin can save face"?
Russia lacks the resources and man power to move into western Europe! Math is reality!
We are paying for the terrible covid policies started by Trump and continued by Biden. Danielle couldn’t be more right about the theft of out tax dollars by people who didn’t need the money of scammed it.
Question, you said that we meanig ( companines ) are forced to take on union workers.. I though the workers, made a choice ( decision ) , that they employes wanted, worker protection ! With a union...
******🔥🔥 🔥******* in other words, the shenanigans of the clown at the White House... And all of his subject clowns in every state and municipality...AOC, Pelosi and ALL the rest ... THEY ! Are the ones responsible for the destruction of democracy in this country.... If you don't believe it, then you are as blind as a blind bat.
Andrew Jackson pointed out that the existence of the central bank caused a withdrawal of people from what he called "honest industry". Instead efforts went into moving paper and cheating others of the fruits of their labor through financial con games, corrupting politicians and buying / installing so called regulators. There is where we are today.
Great data from her but way too much quasi patriotic hyperbole not based in fact but fiction. Those who denigrate DEI would prefer the hoover damn days when the project purposely denied inclusion from anyone other than white males as an example of fictional patriotism.
How can Americans afford to drive and take the risk of an accident without car insurance? Canadians must have car insurance to renew their license.