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Felix Zulauf In December 2021 Predicts The 2022 Bear Market

Forward Guidance
189K subscribers
113K views 3 years ago Forward Guidance
On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off over the near-term as economic conditions worsen, however restored liquidity conditions might in the second half of 2022 breathe new life in stocks and commodities. Zulauf shares his longer-term analysis on gold and currencies, and tells Jack Farley why he thinks that bond yields are in the process of bottoming. Timestamps: 00:00 Introduction 00:28 Felix Zulauf's Macro Outlook 07:00 Commodities 08:55 Gold & Bitcoin 15:22 China 21:51 Economic Outlook 24:26 Stock Market Outlook 32:38 End Game for Central Banks Contact information for Zulauf Consulting: info@felixzulauf.com Zulauf Consulting is a boutique research and consulting firm that offers investment advisory servi …...more
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Felix Zulauf In December 2021 Predicts The 2022 Bear Market
3KLikes
113,322Views
2021Dec 21
On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off over the near-term as economic conditions worsen, however restored liquidity conditions might in the second half of 2022 breathe new life in stocks and commodities. Zulauf shares his longer-term analysis on gold and currencies, and tells Jack Farley why he thinks that bond yields are in the process of bottoming. Timestamps: 00:00 Introduction 00:28 Felix Zulauf's Macro Outlook 07:00 Commodities 08:55 Gold & Bitcoin 15:22 China 21:51 Economic Outlook 24:26 Stock Market Outlook 32:38 End Game for Central Banks Contact information for Zulauf Consulting: info@felixzulauf.com Zulauf Consulting is a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices. We have a unique approach to research, based on Felix Zulauf’s market views and overall investment outlook. After many years working for investment firms in several cities around the world, in 1990 Felix founded Zulauf Asset Management AG, a Swiss-based asset management company. In 2009, the majority of the firm was sold and Felix maintained a small staff to manage his Family Office, and no longer managed outside client funds. To manage his Family Office Felix maintained his research and data operations to maintain his analysis and investment outlooks. After realizing that prior clients and followers remained interested in his investment perspective, Felix decided to create Zulauf Consulting to share his findings with institutional clients seeking an independent voice on global markets and economies. Jack Farley’s Twitter: @JackFarley96
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Forward Guidance
Forward Guidance

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Forward Guidance

189K subscribers