Emerging Markets and Investing as a Life Hedge | Jared Dillian

Argentina may have finally done something right. Mauldin Economics Publisher Ed D’Agostino interviews Jared Dillian, author of the soon-to-be-released book No Worries and Editor of The Daily Dirtnap, about investing in emerging markets, Argentina’s new anarcho-capitalist president-elect, and how to build a “life hedge” into your portfolio.
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Time stamps:
00:00 - Introduction
01:12 - Emerging markets not a blob
02:21 - Picking bottoms in China
05:05 - Jared’s Argentina thesis
06:38 - Javier Milei
10:50 - Will Argentina lift the rest of Latin America?
11:18 - Global shift to the political right
13:30 - Building a “life hedge” portfolio
15:05 - The benefits of countercyclical investments
16:22 - What could make Europe outperform the US?
17:58 - Minimize money stress with Jared Dillian’s new book, No Worries

[@davemccune5526]

I've followed Jared for years and even listened to and called into his radio show. I can't agree more about debt and risk.

[@rickfool1452]

I'll listen just for this guys cool 90s faux hair

[@user-swnsmbl]

Having kids is a cause financial stress, but it was, till the creation of social security, a way to increase your security. Social security severed the link between the cost of having kids when you are young and the financial benefits of having kids to care for you in your old age. Your social security benefits should be based on how much money your kids contribute to the system, not on how much you contributed to the system because your contributions went to support your parents.

[@pbrown0829]

God this is a stupid fucking take. So many horrible 2nd and third order effects. What if your kid is a criminal? Don’t have to pay higher taxes? How about you abolish social security and everyone keeps their money. God forbid people keep their money, the horror