Felix Zulauf: Where to Invest in 2025

Felix Zulauf, a renowned expert in global macroeconomics, discusses the transitioning world order impacting investments through 2025. He delves into the implications of Trump tariffs and the rise of deglobalization, state capitalism, and nationalism. Listeners will gain insights into market cycles influenced by innovation, particularly AI, and the looming financial challenges ahead, such as the debt ceiling. Zulauf highlights investment opportunities in commodities and real estate, while stressing the importance of risk management in an evolving economic landscape.