Global Macro Update cover image

Felix Zulauf: Where to Invest in 2025

Global Macro Update

00:00

Shifting Geopolitical Landscape and Economic Implications

This chapter explores the transition from a U.S.-dominated unipolar world to a multipolar future, examining the rise of nationalism and state capitalism. It discusses the potential ramifications for global investing, currency markets, and geopolitical tensions, particularly between the U.S. and China. Additionally, it highlights the economic challenges faced by central banks and the impact of tariffs, providing insights into the evolving automotive market and the contrasting economic conditions in the U.S. and China.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app