| Dear Reader, 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…
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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. Sincerely, Ed D’Agostino
Publisher, Mauldin Economics | 