| Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC Rising interest rates, geopolitical tensions, a looming recession, and shifting global power structures: How this all plays out in the coming years—and how you are positioned—could determine whether you win or lose in this global macro drama. No one is better at pulling all these competing narratives together than top macro investor Felix Zulauf, former global strategist at UBS and president of Zulauf Consulting, where he produces elite research for some of the world’s largest institutional investors and family offices. In this week’s edition, we discussed: ● How the changing geopolitical landscape presents investors with never-before-seen challenges and opportunities ● The New Cold War: How the world will split into two competing blocs ● The US dollar’s demise and what may take its place ● Why 2024–2025 could be the year where we see a systemic financial and economic calamity For more details on Felix’s unparalleled macro insights, visit his website, https://www.felixzulauf.com/. Video Time Stamps _________________________________________ 0:00 – Introduction 3:51 – Shifting global alignments and the coming Cold War 8:21 – The weaponization of the dollar 13:21 – The surprising substitute to dollar dominance 19:03 – China’s economic engine starts to sputter 23:14 – How individual investors should think about their portfolios 29:33 – The final decline of this cyclical correction 32:31 – The coming calamity in our financial and economic systems 35:21 – How this systemic breakdown could play out |
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