The gates of hell???


Today I spoke with Louis Gave, CEO of Gavekal Research. We discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond.

Click here or on the screenshot below to watch now…


Click the Image Above to Watch Global Macro Update Now

In this edition you’ll hear Louis and me discuss:

  • Why Europe could be heading into a serious political crisis over the next 6 months…
  • Why inflation is highly unlikely to return to 2%...
  • Why parts of the world are quietly de-dollarizing and what that means for the USD…
  • How increasingly constrained fiscal policy and misguided energy policies could deliver us to “the gates of hell”...
  • Why the Fed’s quantitative tightening has been so underwhelming…
  • What surprising two sectors could become the new antifragile assets in investor portfolios…

Click here to watch now or to read a transcript of this interview, click here.

Sincerely,

Ed D’Agostino
Publisher, Mauldin Economics


Tags

Suggested Reading...

Frozen
Homes

 

 

Start Small, Think Big,
and Your Money Will
Work for You



Looking for the comments section?

Comments are now in the Mauldin Economics Community, which you can access here.

Join our community and get in on the discussion

Keep up with Mauldin Economics on the go.

Download the App

Scan it with your Phone

Get Ahead of Big Market Trends—with Global Macro Update

Today’s most successful investors share one thing in common: They spot major trends early and move quickly to take advantage of them.

Twice a week, Ed D’Agostino—our publisher and COO—shares macro insights and analysis, along with exclusive interviews with leading economic, geopolitical, and investment experts to help you get ahead of major trends and market shifts.

By opting in you are also consenting to receive Mauldin Economics' marketing emails.
You can opt-out from these at any time. Privacy Policy

Image Description
×
Global Macro Update

Wait! Don't leave without...

Global Macro Update

Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.

By opting in you are also consenting to receive Mauldin Economics' marketing emails. You can opt-out from these at any time. Privacy Policy