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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 2 of 2

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ChinaChina FocusedEmerging Markets
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Gavekal ResearchGeopoliticsJapanMacrosMarkets & InvestmentsMauldin EconomicsPodcast

Why the "Emerging Markets" Label Is Now Obsolete | Louis Gave | Mauldin Economics

"00:18:33 In 2018, the US punched China on the nose and China couldn't punch back. Instead, China went to the gym and it got fit and it got strong, and we forced them to do this." — Louis Gave (Context: Impact of US semiconductor sanctions)

*"00:11:09 If you have one client, you don't have a…

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UJ
Feb 15, 2026
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BCA ResearchEquityGeopolitics
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InvestingMarkets & InvestmentsMauldin EconomicsPodcastUSUS / West

The Great US Asset Misprice: Where Smart Money Is Going | Marko Papic (Chief Strategist, BCA Research) | Mauldin Economics

  • "The bond market is saying no more." - Marko Papic (on US fiscal spending) [00:00:23](https://www.youtube.com/watch?v=61a6TZQyG-8&t=23s)
  • "High energy prices are a cure for high energy prices." - Marko Papic [00:14:00](https://www.youtube.com/watch?v=61a6TZQyG-8&t=840s)
  • "Europe is actually becoming more and more of a one place... They unite out of fear." - Marko Papic…
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UJ
Feb 9, 2026