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The Collapse of the Unipolar World | Felix Zulauf

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.

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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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John Mauldin
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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