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4min chapter
Felix Zulauf’s Big Calls For 2022 And Beyond
Forward Guidance
The Bearish View on Bonds
Long-term you have a bearish view on bonds. In the short term, you think some of these reflation trades could get flushed out. You mentioned commodities. What are your outlook on other commodities? I know you've been constructive on commodities in the agricultural sector and also precious metals such as gold and silver. Well, over two to three years in the agricultural part, I'm very bullish because I think the climate will be cooling not warming.
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