Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 6, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (July 6, 2025)Computex Taiwan trip report, Vietnam’s EM upgrade opportunity, Latin American stocks, Brazil rewiring its economy, Dollar's shifting landscape, natural gas outlook more buoyant than oil, etc.Jul 06, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 6, 2025)Copy linkFacebookEmailNotesMore2Share

Martin Armstrong (Armstrong Economics) and Ed Dowd are two financial gurus who are always making the rounds in the alt-finance podcast space (search YouTube or Rumble for their names to find their latest interviews) and are always worth listening to (although Armstrong tends to repeat the same stories over and over again…) as they give realistic analysis plus they don’t need to spend their time trying to sell gold, silver or crypto (that doesn’t mean the podcasts they appear on aren’t trying to sell you gold, silver or crypto…).

In his most recent interviews, Edward Dowd made some good points about the US Dollar (no, its not going to “collapse” like many claim in order to sell gold, silver or crypto…) and demographics/debt (e.g. China especially has a bad demographic and debt problem while Korea and Japan are outright disasters…):