Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)

Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)

The Interview: Raoul Pal, CEO and co-founder of Real Vision, welcomes Felix Zulauf, legendary investor and CEO of Zulauf Consulting, to share his thoughts on the interplay of interest rates, equities, and inflation as well as share his macro outlook as debt and demographics reshape the future of economic growth. Zulauf believes that the current macro setting of rising yields and a falling dollar mirror the conditions prior to the 1987 equity crash, commonly known as Black Monday, which wiped out hundreds of billions of dollars worth of equity valuation overnight. Zulauf sees this correction not as a disaster scenario but merely a detour to another leg higher. Zulauf remains constructive on equities, at least in the long-term, due to his belief that central banks are dedicated to propping up risk assets like never before since a decline in risk assets by 10% would roughly correspond to a loss in 1% of GDP growth. Recorded on February 11, 2021. Key learnings: Zulauf sees a possibility of a 10-15% correction in the near-term as rising yields trigger investment models to cut back risk. He thinks rising yields will make for a bleak 2021 for gold although he is constructive on the precious metal in 2022 and beyond. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2083)

Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

27 Tammi 5min

Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . Currency Moves, Gold Breakouts & Fed Watch Crypto Gathering 2026 is in the rearview—what a wild ride. As the community heads home (throug...

27 Tammi 4min

Rates, Risks, and Reality | Macro Mondays: Jan. 26, 2026 ft. Andreas Steno & Mikkel Rosenvold

Rates, Risks, and Reality | Macro Mondays: Jan. 26, 2026 ft. Andreas Steno & Mikkel Rosenvold

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF. Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from ...

26 Tammi 17min

REKT Live From Miami: Crypto's Next Catalyst (January 23, 2025)

REKT Live From Miami: Crypto's Next Catalyst (January 23, 2025)

☀️ On this special edition on REKT Vision, live from Crypto Gathering, Rekt co-founder and Mando Minutes newsletter author Mando is joined by Farokh, president of DASTAN. They talk price action, predi...

23 Tammi 1h 1min

US PMI Misses, Oil Surge, BOJ Holds Rates, and Mixed Crypto Flows: PALvatar Market Recap, January 23 2026

US PMI Misses, Oil Surge, BOJ Holds Rates, and Mixed Crypto Flows: PALvatar Market Recap, January 23 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

23 Tammi 4min

Global Stocks Rally, US Economic Resilience, and Crypto Market Highlights: PALvatar Market Recap, January 22 2025

Global Stocks Rally, US Economic Resilience, and Crypto Market Highlights: PALvatar Market Recap, January 22 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

22 Tammi 5min

Trade Tensions Roil U.S. Stocks, UK Inflation Holds, Asia Mixed: PALvatar Market Recap, January 21 2026

Trade Tensions Roil U.S. Stocks, UK Inflation Holds, Asia Mixed: PALvatar Market Recap, January 21 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

21 Tammi 3min

Greenland Tensions, Record Metals, and Crypto Volatility: PALvatar Market Recap, January 20 2026

Greenland Tensions, Record Metals, and Crypto Volatility: PALvatar Market Recap, January 20 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

20 Tammi 5min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
rss-20-30-40-podcast
rahapuhetta
rss-seuraava-potilas
rss-inderes-femme
rss-myynnilla-on-asiaa-kert-kenner
rss-lahtijat
rss-paasipodi
rss-strategian-seurassa
rss-porssipuhetta
rss-startup-ministerio
rss-bisnesta-bebeja
rss-sisalto-kuntoon
rss-vaikuttavan-opettajan-vierella