Nothing Exempt Interview With Dr. Harald Malmgren

Aug. 03, 2018 11:32 AM ETFXI, RSX, SPY, VGK2 Comments
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Nicholas Pardini
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Summary

  • We interview economist and trade expert Dr. Harald Malmgren.
  • Show also features geopolitical expert Jack Mulcaire.
  • Topics covered include political polarization of the US, the trade war with China, the politics of US-Russian rivalry and more.

In this episode of Nothing Exempt, we did an interview with Dr. Harald Malmgren.

He is a non-partisan expert on trade, politics, and international relations who served in four different presidential administrations (Kennedy, Johnson, Nixon, and Ford). In this interview, we discuss the trade war, how Xi is expected to react to increased aggression on tariffs, the politics behind US-Russian relations, and why political polarization has heated up so much since the 1980s.

Link to the Podcast

Highlights:

1:30 - Thoughts on Trump and his trade wars versus Europe (VGK) and China (FXI)

7:30 - Xi Jinping's expected reaction to trade news and how he handles governance generally

22:20 - Harald's role in Kennedy admin and opinion on what caused Vietnam war to escalate

27:40 - Financialization of the economy and the resulting political polarization in the US (SPY)

34:19 - The roots of the US-Russia post Cold War rivalry and animosity (RSX)

43:18 - Biggest political challenges of 21st century (inequality, industry concentration, and who will pay excess debts in the economy). These are political not pure economic questions.

This article was written by

Nicholas Pardini profile picture
1.06K Followers
Nicholas Pardini is the founder of Davos Macro Research, which is a specialty macro research platform. Davos Macro Research Company Website:http://davosig.comNick has been invited and speaks at investment conferences globally and has appeared on financial media such Seeking Alpha, Zero Hedge, Futures Magazine, and USA Today among others. In addition to his financial publications, he runs the Youtube channel, Analyzing Finance with NickPreviously, he worked as analyst on the buyside for eight years. He has developed an expertise in global macro trading, commodities, options markets, and equity analysis in the US and emerging markets. Nick has visited and lived over 43 countries in five continents to develop an understanding on how the world and markets operate from a direct perspective. He also speaks at investment conferences globally and has appeared on financial media such Seeking Alpha, Zero Hedge, Futures Magazine, and USA Today among others.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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