| When Felix Zulauf has a hunch, he’s usually right. Mauldin Economics Publisher Ed D’Agostino interviews Zulauf, the former head of UBS’s institutional portfolio management group and the founder of Zulauf Consulting, about the end of the multipolar world and where the markets are headed. Please be sure to subscribe to Global Macro Update on the Mauldin Economics website. Subscribers get a free weekly email with a link to each new video, additional commentary from Ed D’Agostino on these interviews, and a full transcript. Go here to subscribe to Global Macro Update: https://www.mauldineconomics.com/go/JM528N/YTB Learn more about Felix Zulauf here: https://www.felixzulauf.com/about-us/ Follow me on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Please stay in touch by following me on X (formerly Twitter) @EdDAgostino: https://twitter.com/EdDAgostino Time stamps: 00:00 – Introduction 01:55 – Recession forecast for US economy 06:23 – Will something else like SVB break? 10:53 – A wave of debt issuance coming 12:42 – Can unprofitable small caps continue? 13:26 – The trouble with extreme concentration in a few stocks 15:47 – When Zulauf expects a rebalancing 18:38 – The decade of the rollercoasters 19:53 – What happens if the war in the Middle East escalates? 21:50 – The unipolar world is over 23:36 – Israel, Ukraine, and Guyana 26:17 – Russia/Syria/Iran military agreements 27:44 – China’s effect on commodity prices 30:34 – Europe will be the geopolitical loser 32:53 – Zulauf on gold |
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