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16min chapter
#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
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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