The Arctic is coming into play…

2024-12-25

Felix Zulauf tells Ed D’Agostino that Trump is headed into risky territory that could mimic financial environments closer to the period from1900 to the 1940s

Listen in on the conversation here:

2024-12-25

Felix Zulauf tells Ed D’Agostino that he knew then that things were headed in a radically different direction for investors.

Listen in on the conversation here:

2024-12-21

Felix Zulauf tells Ed D’Agostino that things have progressed faster in the past year than in the past decade!!!

Listen in on the conversation here:

2024-12-17

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Felix Zulauf says, “We’re moving away from the world we come from.”

The pace of geopolitical, technological, and economic change we are living through is unmatched, perhaps in all of human history. It can be challenging to orient yourself while we’re in the middle of it, but speaking with the right people can help.

Felix Zulauf is one of those people. Felix was a global strategist for UBS Bank and the head of its institutional portfolio management group. He went on to found Zulauf Asset Management. Today he runs Zulauf Consulting, where he advises some of the largest and most influential institutional investors.

We’re covering a lot of ground today… everything from Europe’s energy woes and cheap

2024-11-25

Jared Dillian explains why that might not give you the investment results you want!

Check out the full interview here: -Vf5GI
#finance #stockmarket

2024-11-22

Our good friend Jared Dillian is back on Global Macro Update for a state of the union. We’re discussing everything from Indian stocks, Milei’s Argentina, and burning cars in France, to Social Security and how to make money in 2025.

2024-11-17

He’s got bigger ? to fry!

Check out Ed D’Agostino’s full conversation with Shehzad Qazi, the managing director at China Beige Book here: -Q0