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US markets: Systemic Calamity | Felix Zulauf

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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,

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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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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