Our good friend Jared Dillian is back on Global Macro Update for a state of the union. We’re discussing 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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Most of you are familiar with Jared’s work. He’s a former Wall Street trader turned market analyst and author. He writes a free weekly letter that you should sign up for here.

Jared is the master of sentiment. He describes India as “kind of like Reaganomics combined with the dot-com bubble.” In our interview, we discuss replacing the income tax, recession bears, and Jared’s timeless core portfolio that anyone, including novice investors, can implement.  

Watch my interview with Jared by clicking the image above. A full transcript of our conversation is available here.

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Thanks for reading and watching.

Ed D’Agostino
Publisher & COO

Follow me on LinkedIn here.

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