The Julia La Roche Show

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

19 snips
Dec 17, 2024
Guest
Felix Zulauf
Felix Zulauf, founder of Zulauf Consulting and a former hedge fund manager, provides a sharp analysis of the current market climate. He warns that U.S. stocks are in a bubble, highlighting the importance of monitoring the Japanese yen for clues on global liquidity. Zulauf predicts a significant drop in AI stocks and a tumultuous 2025 for markets. He discusses the structural challenges faced by China and Europe, the economic impact of Trump’s tariffs, and offers a bullish Bitcoin price target while cautioning about an 80% correction.
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INSIGHT

Global Transition

  • The world is transitioning from a unipolar to a multipolar order, causing geopolitical tensions and rising nationalism.
  • This shift impacts capital flows, favoring the U.S. but potentially leading to future restrictions.
INSIGHT

China's Structural Challenges

  • China faces structural deflationary pressures due to overinvestment and debt, limiting its growth and global impact.
  • This situation resembles Japan's experience, offering little growth for the rest of the world.
INSIGHT

Europe's Malaise

  • Germany and Europe face structural issues due to unfavorable labor costs, energy dependence on Russia, and over-regulation.
  • The Green Deal and emission standards further hinder competitiveness, particularly in the automotive industry.
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