The End Game | Felix Zulauf on The Grant Williams Podcast

Check out The Grant Williams Podcast Episode Page & Show Notes

Key Takeaways

  •  The US and China are moving away from globization and moving more towards regionalization 
    • The big loser in this is Europe. It’s the most exposed to exports.
      • “It is a large net exporter and it’s getting squeezed by both the Chinese and by America.” – Felix Zulauf
  • Felix’s predictions:
    • Bullish on food commodities
    • Bearish on bonds
    • Bearish on growth stocks
  • “By the end of this decade, I would say that the Feds balance sheet is probably at 40 or 50 trillion or something like that” Felix Zulauf
  • Gold is basically a meter of people’s confidence in currencies. If people’s confidence goes down, the price of gold goes up and vice-versa.
  • In a bear market, people want to invest in value stocks. In a bull market, people want to invest in growth stocks.
  •  “If you want a certain level of return, you have to move up the ladder of risk” Felix Zulauf
    • If you’re going to invest in something with high risk, at least try to find investments that are liquid

Intro

  • Felix Zulauf (@FelixZulauf1) is the owner and president of Zulauf Asset Management, a Switzerland-based hedge fund, which he founded in 1990 and now runs as his private family office. Zulauf Asset Management had $1.7 billion assets under management, according to MacroAxis. 
  • Host: Grant Williams (@ttmygh)

What’s going on with the world economy? How are markets changing? Which currencies are worth buying? All this and more in this podcast with the hedge fund manager Felix Zulauf.

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