Ed D'Agostino
@EdDAgostinoI'm a Partner at Mauldin Economics Investor, skier, fisherman, Catamount. I have a podcast #GlobalMacroUpdate
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Today @gave_vincent stops by the podcast. Listen to our global investment tour, starting in China, stopping in the US, Europe, and Japan. youtu.be/gFr_Zg6LLMI?si… Thank you Louis! @Gavekal @mauldinecon @JohnFMauldin
china’s population is expected to fall by 51 million this decade (by roughly the population of california) - bloomberg intelligence
US x China Trade War Part 2? Trade War Incoming❗ Check out @EdDAgostino's full conversation with Shehzad Qazi, the managing director at @ChinaBeigeBook here: youtube.com/watch?v=DjWEyv…
Many people are wondering if Trump is serious about slapping a 60% tariff on goods from China. In today's #GlobalMacroUpdate, @ShehzadhQazi pegs the probability of a US-China trade war in 2025 at 100%. Watch the interview with @EdDAgostino now. #China buff.ly/417nedZ
TODAY at 3 PM ET! 🚨 Join @mauldinecon 's @EdDAgostino LIVE w/ Peter Boockvar (@pboockvar) Chief Investment Officer @ Bleakley Financial Group @bleakleygroup Peter will discuss #tariffs, inflation & market outlook under the new administration & more! youtube.com/watch?v=KZijNA…
This is one of the most important books written in the past decade. As a primer, watch my interview with @mgurri youtu.be/D684jonLMHY?si…
If you are baffled by the results this is the most important book you can read. It's by my friend and @TheFP contributor @mgurri He saw it all. amazon.com/Revolt-Public-…
very surprising price action in bonds. surprising to me at least. 10-year yield is higher now than before 12K NFP.
12k NFP (a recessionary number) and 10-Year has rallied "only" 9 basis points bond market confident horrible jobs number is due to non-economic factors (hurricanes & strikes) OR the sell-off will continue
Thank you very much @EdDAgostino for having me back as a guest on the Global Macro Update podcast. This was an extremely relevant and timely discussion and a topic that concerns us all. m.youtube.com/watch?v=1KqmwQ…
donald tusk: poland has begun construction of the “east shield” fortifying its eastern borders with belarus and russia
This week we look at the vulnerability of our election infrastructure, from a cyber perspective. youtu.be/1KqmwQj8_t8?si…
@EdDAgostino, regarding the country's opposing political parties - "They don't need to agree, but they do need to talk." A great conversation with Dr. Lacy Hunt. I highly recommend it. America's Wage Earners Are Being Crushed: The Breaking Point? | youtu.be/QgLwcec521o?si… via…
You may disagree with @dailydirtnap's thesis on private equity - and many do, vehemently - but it's at least worth understanding his position because PE is such a significant component of many business models now. Beyond that, though, this is such a creative approach to…
All the reasons @dailydirtnap is short private equity... shortprivateequity.com
.@dailydirtnap is sounding the alarm bells on private equity 🚨 Dillian makes his case for private equity as “The Next Big Short,” and details how to play the move with @OJRenick:
An interview with Dr. Lacy Hunt is always fascinating, educational, and a little intimidating. I hope you enjoy this week's #GlobalMacroUpdate Link 👇 youtu.be/QgLwcec521o?si…
Another nuclear power plant to be called out of retirement... reuters.com/business/energ… @nglinsman
AI, EVs, and crypto all require electricity. Mark Mills and I discuss solutions to rising global energy demand. Here's the video 👇 youtu.be/7cmR4vI_1k0?si… @MarkPMills @JohnFMauldin @mauldinecon
Quantum is the next big thing for investors...
The uranium game is still in the first inning.
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