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The simultaneous sell-off of stocks, bonds, and US dollar is a big deal. Brent Donnelly from Spectra Markets explains how broken trust has left permanent scars on US trade policy: “Once an action has been taken, you can remove the action, but then there's still going to be some damage.”
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All trade wars have a currency effect, but what happens when nations drive down their currencies to counter US tariffs? John Mauldin explains why he doesn’t believe China is using US treasuries as a weapon—and where the trade war will hurt most.
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There’s no substitute for experience. That was evident this week in the markets. While most people were confused or frozen, at least one investor (our old friend Jared) was making money after spending the past few months positioning himself for a week like this one. Part of his strategy involves using options, but not for speculation…
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Private equity is buying up America—everything from nursing homes to the local plumbing business. Some are calling it a bubble, with the value of global private equity deals reaching $2 trillion in 2024. Brendan Ballou, author of the new book Plunder, says the real trouble with PE comes from weak regulations that incentivize bad decisions.
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Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner. There is a risk this will happen with Ukraine, though President Trump is eager to force a settlement. BCA Research Chief Strategist Marko Papic joins us to unpack what happens next.
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Inflation is dropping quickly, but you wouldn’t know it from the headlines. Danielle DiMartino Booth explains why, highlighting layoffs and other underreported recession signals. As she’s said before, “There is no greater drag on inflation than job loss.”
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George is back! Over half a million people caught my last interview with George shortly after the US and Russia began settlement discussions about Ukraine. Today he responds to the animated comments that followed, explaining why Russia cannot wage war in Europe, NATO's diminishing relevance, and how the flurry of activity at the White House compares to Roosevelt's first hundred days in office.
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Former Wall Street trader Jared Dillian is here to talk deflationary tariffs, troubling signs from the housing market, the rising risk of a recession, and why he’s “super bullish on bonds.”
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In the US, 10% of commercial egg-laying hens have died from the bird flu in the last eight weeks. Egg prices are set to soar another 41% this year. Are we in for another pandemic? Cumberland Advisors co-founder David Kotok discusses the economic domino effects of pandemics across history.
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If you feel like the world order is being rearranged, you’re right. George Friedman explains the geopolitical machinations behind Ukraine settlement talks and President Trump’s plan to “redesign the world.”
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My friend Jacob Shapiro is back, and he sees ample opportunities for investors who can tune out white-noise media. “For the next five, 10 years, these are the years of plenty.” We also cover economic resiliency, US energy security, and the ripple effects of tariffs on US-China relations.
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The US has a China problem. Our biggest geopolitical rival has a massive trade surplus, and it’s working to usurp America’s position as the global hegemon. What effect will the new Trump tariffs have on this ongoing rivalry? As our guest today, China specialist Lyric Hughes Hale says, “Communism always ends in tears.”
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China has weaponized fentanyl against the US. Today we’re speaking with Canadian journalist Sam Cooper about how China and Canada drive the opioid trade, money laundering in Vancouver, Mexican cartels, and corruption at the highest levels of government. They’re all in on it…
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US-Canada relations are strained. Many believe Canada isn’t doing enough to choke off illegal immigration or to protect North America’s security interests in the Artic, which Russia and China aim to dominate. We’re covering this and more with Canadian journalist Jonathan Roth.
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The stock market dipped 3% on Wednesday, and I know many investors are getting nervous. Hearing from a technical analyst like Katie Stockton, founder of Fairlead Strategies, is particularly important now, when the leading macro analysts all seem to have wildly different outlooks. Note: We recorded this interview on Dec. 12.
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Felix Zulauf says “We're moving away from the world we come from.” He’s back again to discuss the Trump tariffs, deglobalization, and the slide toward “state capitalism.” Listen in to learn where to invest in 2025 to benefit from the changing world order.
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My friend Jared Dillian is back to discuss everything from Indian stocks, Milei’s Argentina, and burning cars in France, to Social Security and how to make money in 2025.
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China Beige Book’s Shehzad Qazi pegs the probability of a US-China trade war in 2025 at 100%. Is India the next China? What does slower growth in China mean for the global economy? Get Shehzad’s take in our interview.
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When it comes to cybersecurity, intelligence expert Karim Hijazi says the election is not “under control.” Russia, China, Iran—plus “hackers for hire”—are busy meddling. Their goal isn’t necessarily to tilt the scales in favor of one candidate or party, but to weaken the US as a whole.
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Join Ed and macroeconomist Patrick Cox as they discuss demographic reversal, the collapse of Social Security, and rapid advances in longevity medicine, including compelling age-reversal research coming out of Johns Hopkins and MD Anderson.
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