| Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563P/YTB 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 Chinese cars to AI’s effect on America’s manufacturing revival and de-risking global supply chains. Plus, what are the broader effects of potential tariffs on the US economy? What lies ahead for oil and other commodities? And where should you invest in 2025 to benefit from the changing world order? Learn more about Felix Zulauf here: https://www.felixzulauf.com/ Follow Felix Zulauf on LinkedIn here: https://www.linkedin.com/company/zulauf-consulting/ Subscribe to Felix Zulauf’s YouTube channel here: https://www.youtube.com/channel/UC11UiVDJTeSsU_iJV0QOu7Q Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/go/JM563P/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Timestamps: 00:00 – Introduction 02:53 – Zulauf’s geopolitical outlook 09:18 – China vs. US power struggle and future wars 18:06 – What’s stopping high growth in China? 27:30 – AI, quantum, and US productivity growth 31:24 – Will the US follow Argentina? 33:26 – Zulauf’s outlook for the markets in 2025 and beyond 39:06 – Prerequisites for a bear market 39:46 – How does Europe stay warm this winter? 43:35 – How does Japan influence the rest of the world? 47:48 – America’s future under Trump |
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