Renowned macro investor Felix Zulauf predicts the end of the liquidity cycle in early 2024, leading to struggles for stocks and bonds. He warns about extreme positioning in the bond market and the potential decline of the US dollar. Zulauf discusses assessing sentiment in the stock market, the impact of interest rates, and the vulnerability of the market at the end of a rally. He also touches on digital assets, inflation predictions, and the significance of geopolitical risks including ongoing conflicts and the potential for World War III.

Felix Zulauf, a renowned investor known for his sharp market insights, shares his predictions for 2025, anticipating a turbulent ride with potential stock peaks followed by significant declines. He discusses global economic challenges, including trade policies and liquidity issues, warning of a corporate debt crisis. Geopolitical tensions, including the Thucydides Trap, raise flags for investors. Zulauf also emphasizes the importance of defensive strategies and tangible assets like gold, all while urging financial preparedness for upcoming shifts.

On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is making. Taking us on a global macro tour of the world, Felix argues that the past few decades of globalization could now be in reverse, and most investors are not well positioned for that transition. We then go on to discuss the trends in inflation, wether we will enter a recession in 2023 and finally Felix's actionable trade idea. To hear all this and more, you'll have to tune in! -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_macro_trading, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Referenced In The Show: A Divided Bank of England Raises Rates to 3.5%: https://www.bloomberg.com/news/newsletters/2022-12-15/a-divided-bank-of-england-raises-rates-to-3-5 Zulauf Consulting: https://www.felixzulauf.com/ -- Timestamps: (00:00) Introduction (00:45) Breaking Down The ECB Meeting (06:27) The Fed & The ECB Are Looking In The Rear View Mirror (08:06) All Eyes On The Bank of England (11:56) Feature Interview With Felix Zulauf (15:07) A Global Macro Outlook (30:30) Do You Expect A 2023 Recession? (38:07) “Curve Ad” (39:16) Felix's Actionable Trade Idea (43:26) What Could Go Wrong With Your Thesis? (51:03) Post Interview: Final Thoughts (55:29) Powell Will Stop Raising Rates When You Stop Trading Monkey JPEGs (58:34) The U.S Debt Ceiling Looms (1:01:30) Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

In this episode, host Adam Taggart invites Felix Zulauf, founder & CEO of Zulauf Consulting, to discuss the potential market conditions for 2024 and allocation strategies. They highlight concerns about the global economy, excessive liquidity, and potential inflationary problems. They predict a significant decline in the stock market next year after reaching new highs. The chapter also covers investment opportunities, leveraging options in the currency trade, and the importance of relationships in life.

Owner and President of Zulauf Asset Management and President and CEO of Zulauf Consulting, Felix Zulauf joins Jay to offer market predictions as the two discuss an impending crash, in addition to state and personal sovereignty. Felix has been managing money since he was 18 years old; prospering in the market for 50 years has given him a wealth of experience and perspective to share. He first offers insight into a day in his life, where he thinks we are and in what cycles, and predicts a different world, with a growing divide between those who want to be saved by the government and those who want to be free. Felix believes the next 10 years will look very different from the last, and we should anticipate preparing our portfolios accordingly. To get more from Felix, visit felixzulauf.com. To get tickets for the VRIC on Jan 16 and 17th, visit cambridgehouse.com.  Join our investment community and sign up for our free weekly newsletter at cambridgehouse.com. Keep up with Jay all over social media @JayMartinBC. Be sure to leave a review, rate us 5 stars, and follow the podcast to be notified of new episodes each week