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#220 Felix Zulauf: Sailing In Dangerous Waters — US Stocks Are In A Bubble And Here's What Could Break It

The Julia La Roche Show

CHAPTER

Geopolitical Shifts and Economic Challenges

This chapter examines the ongoing transition from a US-centric global order to a multipolar landscape, highlighting the rise of nationalism and its effects on supply chains and self-sufficiency. It explores China's structural economic issues and their repercussions on Asia and Europe, particularly Germany's competitiveness amid rising energy prices. Additionally, the chapter discusses the challenges faced by the U.S. and Europe, emphasizing potential risks related to tariffs and the broader economic implications for global growth.

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