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