CW 646 – Jawad Mian – Global Macro & Middle East investments, Stray Reflections

If you are using microeconomics to plan for your future you may be ready to sell your assets and buy a “Preppers guide to self-sustainability”. But, if you take a step back and look at the bigger picture of macroeconomics you will see that it’s an amazing time to be alive. Jason’s guest Jawad Mian says “the key is to watch the disruption”. Manufacturing may be at an all time low but the services provided by Silicon Valley and the tech industry will offset any economic loss with growth, just in different terms. The market always corrects itself just differently than people perceive it to. The future is brighter than you might think.

 

Key Takeaways:

Jason’s Editorial:

[2:02] Jawad is a super interesting guy who spoke to us in Dubai

[4:20] John Naisbitt got me interested in macro trends in the economy

[6:34] Meet the Masters home study course in audio and video from Hartman Education online

[9:09] The Venture Alliance Mastermind is a high-level mastermind for real estate investors

 

Jawad S. Mian Guest Interview:

[11:21] The Chinese economy is crashing and the Fed will hike the rate at the wrong time

[15:24] The real growth in consumer spending is over 3% and stocks should have a positive year

[19:12] A perfect storm in Dubai, but it doesn’t feel like it’s in the midst of a crisis

[23:12] An example of the rental market in Dubai

[26:50] When central banks accumulate debt the debt becomes a write-off

[31:05] What about technology and unemployment?

[33:25] Contact Jawad or John Mauldin

 

Mentions:

Jason Hartman

Hartman Education

Stray Reflections

Code Red Book

Megatrends Book

Mauldin Economics

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