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.

Shehzad Qazi, Managing Director at the China Beige Book, gives a compelling analysis of the looming second US-China trade war, asserting a 100% probability by 2025. He discusses the implications of China's staggering trillion-dollar trade surplus and what it means for global economies. As China faces significant economic challenges, Qazi explores India's rise as the next big player in the market. The conversation also delves into the escalating geopolitical tensions around Taiwan, drawing parallels with the evolving dynamics in the region.

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.

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.

Dr. Lacy Hunt says the US economy is in a “very precarious situation” and that it’s a mistake to pretend people are doing well when a closer look at the economic data shows they are hurting. He walks us through that data, making it easy to digest for the layman.

Manufacturing is returning to North America, thanks to automation, a greater focus on resiliency, and rising labor costs in China. This is a good thing, but it will require massive amounts of energy. Where will it come from? Mark Mills has some answers.

Will oil prices recover anytime soon? And what role should oil and gas stocks play in your portfolio? Get some answers from Piper Sandler global energy economist Jan Stuart, along with his thoughts on nuclear energy and China’s “giant Achilles heel.”

The narrative around oil is that a global supply glut and weak demand from China will continue to keep oil prices down. Bison Interests founder Josh Young tells a different story, filled with OPEC cheaters, nationalization undertones, and a much smaller global oil supply than people think.

Building resiliency, in part by decoupling the US economy from China’s, is essential to our long-term security. China is doing the same thing. Yet China’s export business is booming, and it dominates trade with other emerging markets. Is a communist nation beating us at capitalism?

Former Wall Street trader Jared Dillian highlights the $8 trillion private equity bubble, built on massive layers of debt, that poses a systemic threat to the entire financial system. Will we get another implosion like we had in 2008?