Go to ground.news/davidlin to stay fulled informed. Get 30% off on unlimited access to Ground News' Vantage subscription Do you agree that interest rates will surprise to the upside? Comment below and don't forget to "like" and subscribe! FOLLOW FELIX ZULAUF: Website: www.felixzulauf.com/ Email: info@felixzulauf.com LinkedIn www.linkedin.com/company/zulauf-consulting/ RUclips Channel: www.youtube.com/@zulaufconsulting
This whole rally was as a result of optimism that the Fed is done with hiking interest rates, btc eft and approvals. The question now is, where do we go from here? Are we seeing a cycle of long term gains until Q2 2024? let’s say I decide to throw In $50k? Good or bad timing?
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.
Accurate asset allocation is crucial right now, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. financial advisory is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1m ROI
Natalie Noel burns is among the most accomplished portfolio managers in the industry, widely acknowledged for her outstanding work. I highly recommend taking a closer look at her impressive portfolio.
Appreciate this recommendation, hopefully I can get some insight to where the economy is headed and strategies to beat inflation with when I hear back from Natalie .
In every crisis, there is an opportunity," as the saying goes. The 2024 recession, while challenging, presents unique avenues to amass wealth. First, it's essential to remember Warren Buffet's advice: "Be fearful when others are greedy, and greedy when others are fearful." During recessions, assets often undervalue. By investing wisely in stocks, real estate, or businesses during this downturn, you position yourself for significant returns during the economic recovery.
An obvious way to invest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumers staple, utilities and healthcare companies. But of course, such decisions can’t be made by an average joe, a financial advisor is highly recommended in making this decisions..
Since the outbreak of 2020, which had a significant impact on the market, I've been running all of my investment decisions through an investment coach because their entire philosophy is centered around using a high-profit oriented blueprint while simultaneously going long and short, as well as reducing risk exposure as a hedge against inevitable downtrends. Underperforming is almost impossible when combined with their access to strange data and analysis.
I used to think everybody went broke during the Great Depression and other major crashes but they didn’t… Some made millions, I also thought everybody went out of business during these times but they didn’t, some went into business, there's always depression/recession for some people and there's always a good time for others, it's all about perspective.
First step is discovering loopholes to generate gains during volatility, It is very possible to retire big time from the current market condition without having to hold stocks long term.
Given the market's uncertainty, I rely on an investment advisor for my daily decisions. Their expertise in long and short strategies, coupled with risk management and exclusive analysis, ensures substantial returns. Amid the pandemic, I've gained over $1.5 million through subsequent investments, benefiting from their approach.
There are a lot of independent advisors you might look into. But i work with HEATHER LEE LARIONI and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Safest approach i feel to tackle it is to diversify invest-ments. By spreading invest-ments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
As an 85 year old retired aerospace engineer, I'm also too old to learn new tricks. But having guests like Felix Zulauf on David Lin's RUclips channel is an exceptional learning opportunity for his 120k+ subscribers, IMHO. If you believe that knowledge is power, then know that power begets control. If David Lin ever becomes a financial advisor, a fire hose of cash will suddenly open up for him.
It wouldn’t surprise me if this is all comes true. When someone sounds crazy, it’s because their views aren’t very common, not because the events aren’t possible.
David, a phenomenal guest speaker in Felix. He has an excellent grasp on the global micro and macro economics. His forecast should be heeded and the wise should prepare accordingly. David, your studio background setting was perfect. You as the subject, was prominent without any distracting factors. The studio lighting, again, was perfect and without any reflections of said lighting in your glasses. Kudos and Cheers, Mate.
Thank you for getting Felix on the show, so far this is most realistic unbiased analysis that I've heard here , I agree 💯 with him. A lot of wisdom and experience is his world's.
@@meadhillyes, cryptocurrencies. Bitcoin doesn't have smart contracts. Ethereum is broken. Solana is switch-on switch-off. According my own due diligence and investigation I already put my money on Cardano ecosystem, those guys are serious. So much rubish there, even Bitcoin is useless rubish, too high fees, only can use as store of value like gold, however if once any other cryptocurrency flips it, Bitcoin purpose is gone so would be bitcoin, going to zero
When people cop out saying they're too old to understand it just means they made their wealth via the Cantillon Effect and are in utter denial that the party is over.
@@philfortner1805I totally understand crypto as a tech. As a tech, I also understand that crypto requires other people's computers to operate, electric grids to operate and governments not to ban it.
One of the best interviews from Mr. Lin so far. Felix has outlined what should be obvious to anyone who has the ability to take an objective and well reasoned approach, however 90% of the sheep as always will follow the pack right off the cliff again this time.
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
David Lin is one of the few moderators whose questions are short, pertinent, and responsive; this is the very best interview ever conducted with Mr Zulauf
Great conversation David thank you for following up on his answers. A lot of interviewers just take what zalauf says without probing. We as investors chain so much more insight by asking these questions.
David, Felix prefers analyzing long-term trends. A superb guest. Thank you for having Felix. I am glad you asked him about emerging markets and India. In a multi-polar world, NAFTA will have food safety and fine demographics. The BRICS will wield commodity power. Declining demographics in Europe, China, Russia and middle East will cause them serious issues. As a Swiss-German, Felix gives us a perspective from outside of the USA, which is helpful to understand. Felix expects the West to collapse in the late 2020s.
You're a great interviewer David - It might sound more simply then it is, but you let your guests speak and finish their points and you followup question on whats being said instead of strictly following a script.
What a great interview. This man is tip top and I would absolutely listen to him to inform what you are going to do, or at least keep an eye on his predictions for 2024. He's even very honest about himself and BTC, which is something not seen especially with older people. Great stuff, David and Felix!
Dear David, this is absolutely the best interview I've seen with Felix. You kept asking so good questions, so that Felix had to elaborate on them and go deeper into his statements. Very good interview. I'll put you on my watch list on RUclips. ❤ Thank you for your investigative journalist mind 🎉
Mr Zulauf is a very humble man. I’m sure there were times when he had crazy returns like 300%. This guy has been there done that. When Yoda speaks you listen.
After a massive rally in stocks came and yields collapsed, bond yields and the major averages are higher on Wednesday. How do we deal with such market conditions? Typically my $2m worth of holdings go up 8% then lose 20% right after and the cycle continues.
8% would be a huge increase of interest payments into the market. Hard to have a depression with that amount of positive cash flowing into the economy…
At 8%, it would lead to the greatest depression ever! People are barely coping now to repay loans, mortgages, credit card debt, student loans, etc. At 8%, small/medium sized businesses will go bankrupt, the housing market will crash, spending on discretionary goods will dry up, and unemployment will soar. I call all of that kind of deflationary!
Sometimes I am thinking tonnes of debt might at one point lead to deflation. The only thing that could lead to high inflation will be more mismanagement.
Too many doom and gloom videos. They all make sense when you listen to them. But it never comes. Somehow it keeps going. Meanwhile people get scared, sell their stocks, etc...and watch them run up again as they sit out and watch.
What the gloom and doom never covers is that the Fed buys the debt to lower the yield and save the stock market. The government keeps spending stimulating the economy in some ways. The jobs/inflation reports are BS, meant to make things seem better than they really are. The financial media keeps hyping stocks up and enough retail joins in the help prop it up too. The options market is manipulated to prevent having to pay out puts. These are mostly the reasons we don't get a crash. It WILL come at some point, so while it's good to take advantage of the short term gains you always need a good amount of cash too for when that time comes, because that time will be a surprise to all but the elite/connected/insiders, and we all know it goes down a lot faster than it goes up.
This man understands exactly. The central banks CANNOT save both the USD AND bonds. They will kill the currency as they save the bonds. For now. The bonds fail last. Bitcoin continues to be the best money the world has seen. Might make sense to get some.
Wowww..outstanding imterview ..i am so impressed with Felix Zulauf & David widsom & knowledge ..Felix is defintely a contrarian genius .thank-you both for your efforts and expertise :)))) ❤❤❤❤❤😊😊😊😊❤❤❤❤❤❤
Hey, where do we pick up that contrarian gene for trading the next decade? Ha. Felix is one of a kind. He exhibited that gene at an early age. Didn't go to college and instead became an analyst at a bank where he taught himself the business and learned about market cycles. Barry Ritholz: "The early 1980s saw Zulauf move UBS to overweight equities (65% versus the traditional 50% in Europe). In the Fall of 1987, he ordered all of his portfolio managers to move to zero percent equities - an unprecedented move (right before the Crash and it almost got him fired) for a conservative European bank."
Felix is legit. He relies on global indicators. We are in a global economy. Equities and treasures are a bad bet. Powell wants to be the next Volker. Commodites will be a play. Cash is a hold to buy cheap assets when deflation occurs.
As an income investor looking to maximize monthly pay outs vs portfolio appreciation, do I mind higher rates? As soon as the yield on my bond portfolio (401K) hit 4%, I started funneling money from my other Growth and S&P positions. That Bond Portfolio is now yielding over 5.5%. I am buying into it aggressively and reinvesting the monthly payouts. My goal is to have its monthly payouts match my current monthly income. The fund is a mixture of global, corporate and US bonds. As of now, the higher the rates the cheaper the shares, and the more I can buy with it yielding 5% or better. That said, since I started this big move, the portfolio is up about 3% on the year. As of now, it looks like I caught a big chunk of the bottom.
Exactly, a problem seen never before and a solution needs to be a seen never before. I have a solution to USA debt crisis but ar royalty.. Is USA ready to avoide the major problems to them and the world?
On BTC "i do not understand the intrinsic value" i stopped after that. The USD and all his investments are made in fiat currency - NONE OF THEM HAVE INTRINSIC VALUE. zero .
I believe the historical data points to gold 10 to 20x over the next 1 to 2 years. Once you calculate the inflation data gold should already be close to $10k an ounce. It's the manipulation by central banks and JPM that's artificially hold the gold price down. Just my thoughts.
Interest rate change both sides is depression. If interest rate is increased, it would mean that USA reduces printing of money, but at the same time, the interest payment also goes up, so their obligations. If the interest rates go down, then people may demand more loans to put into stock market, which is serveral times to their interest rate returns. So only thing that can happen is that interest rates go down eventually, stock markets crash along with gold and other assets, and there is a recession, job losses to some extent, salary reductions to great extent, reducing demand for additional money printing (people only get loans for genuione reasons and not for luxurious life or putting into stock market). But then taxes also go down. Thus, anything you do, is still worst that human history has seen, because ofUSA printing of dollars.
If you were a bear sitting on nearly all cash, while champing at the bit to buy cheap assets, then wouldn't you also be happy and excited to witness a global recession for the ages?
Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stocck portfolio, what’s the best way to take advantage of this bear market?
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance to make a from a financial-advisorr, you can be passively involved with the aid of a professional.
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.
I getting the feeling that David can't handle the macro view of Mr. Zulauf, David looks shocked. I always look forward to Mr. Zulauf yearly various podcasts. 😊
![Megan Thee Stallion - Neva Play (feat. RM) [Official Video]](http://i.ytimg.com/vi/TpYTyAaTRts/mqdefault.jpg)
Go to ground.news/davidlin to stay fulled informed. Get 30% off on unlimited access to Ground News' Vantage subscription
Do you agree that interest rates will surprise to the upside? Comment below and don't forget to "like" and subscribe!
FOLLOW FELIX ZULAUF:
Website: www.felixzulauf.com/
Email: info@felixzulauf.com
LinkedIn www.linkedin.com/company/zulauf-consulting/
RUclips Channel: www.youtube.com/@zulaufconsulting
He mentions oil, but not Uranium!
This whole rally was as a result of optimism that the Fed is done with hiking interest rates, btc eft and approvals. The question now is, where do we go from here? Are we seeing a cycle of long term gains until Q2 2024? let’s say I decide to throw In $50k? Good or bad timing?
It's crucial to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.
Accurate asset allocation is crucial right now, and some individuals use hedging strategies or allocate part of their portfolio to defensive assets for market downturns. financial advisory is vital for achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1m ROI
That's fascinating. How can I contact your Asset-coach as my portfolio is dwindling?
Natalie Noel burns is among the most accomplished portfolio managers in the industry, widely acknowledged for her outstanding work. I highly recommend taking a closer look at her impressive portfolio.
Appreciate this recommendation, hopefully I can get some insight to where the economy is headed and strategies to beat inflation with when I hear back from Natalie .
In every crisis, there is an opportunity," as the saying goes. The 2024 recession, while challenging, presents unique avenues to amass wealth. First, it's essential to remember Warren Buffet's advice: "Be fearful when others are greedy, and greedy when others are fearful." During recessions, assets often undervalue. By investing wisely in stocks, real estate, or businesses during this downturn, you position yourself for significant returns during the economic recovery.
An obvious way to invest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumers staple, utilities and healthcare companies. But of course, such decisions can’t be made by an average joe, a financial advisor is highly recommended in making this decisions..
Since the outbreak of 2020, which had a significant impact on the market, I've been running all of my investment decisions through an investment coach because their entire philosophy is centered around using a high-profit oriented blueprint while simultaneously going long and short, as well as reducing risk exposure as a hedge against inevitable downtrends. Underperforming is almost impossible when combined with their access to strange data and analysis.
Please who’s this Financial advisor that guides you?
Carol Vivian Constable is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
David allowed Felix the opportunity to tell us what he knows and did not interupt like other lower quality interviewers, well done David!
I used to think everybody went broke during the Great Depression and other major crashes but they didn’t… Some made millions, I also thought everybody went out of business during these times but they didn’t, some went into business, there's always depression/recession for some people and there's always a good time for others, it's all about perspective.
First step is discovering loopholes to generate gains during volatility, It is very possible to retire big time from the current market condition without having to hold stocks long term.
Given the market's uncertainty, I rely on an investment advisor for my daily decisions. Their expertise in long and short strategies, coupled with risk management and exclusive analysis, ensures substantial returns. Amid the pandemic, I've gained over $1.5 million through subsequent investments, benefiting from their approach.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
There are a lot of independent advisors you might look into. But i work with HEATHER LEE LARIONI and I have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her
she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Safest approach i feel to tackle it is to diversify invest-ments. By spreading invest-ments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
The only "stock" people should ever hold is the SPY etf, otherwise unless you move the market, you will underperform it... FACT
As an 85 year old retired aerospace engineer, I'm also too old to learn new tricks. But having guests like Felix Zulauf on David Lin's RUclips channel is an exceptional learning opportunity for his 120k+ subscribers, IMHO. If you believe that knowledge is power, then know that power begets control.
If David Lin ever becomes a financial advisor, a fire hose of cash will suddenly open up for him.
It wouldn’t surprise me if this is all comes true. When someone sounds crazy, it’s because their views aren’t very common, not because the events aren’t possible.
The majority of people are brainwashed group thinking 🐑, i agree
David, a phenomenal guest speaker in Felix. He has an excellent grasp on the global micro and macro economics.
His forecast should be heeded and the wise should prepare accordingly.
David, your studio background setting was perfect. You as the subject, was prominent without any distracting factors.
The studio lighting, again, was perfect and without any reflections of said lighting in your glasses. Kudos and Cheers, Mate.
Get a room you two!! ;-)
Envious, are we?@@freespeechmatters583
Good job, David! You ask the right questions and challenge and ask for clarification. You are damn good.
Thank you for getting Felix on the show, so far this is most realistic unbiased analysis that I've heard here , I agree 💯 with him. A lot of wisdom and experience is his world's.
8% 10Y is realistic to you?
David: “Which commodities will do well?”
Felix: “Yes.”
He said the ones that Brics nations produce , because they get cut off.
All of them
Bitcoin
@@meadhill
He said bitcoin has no intrinsic value,.. it's a ponzi scheme.
@@meadhillyes, cryptocurrencies.
Bitcoin doesn't have smart contracts. Ethereum is broken. Solana is switch-on switch-off.
According my own due diligence and investigation I already put my money on Cardano ecosystem, those guys are serious.
So much rubish there, even Bitcoin is useless rubish, too high fees, only can use as store of value like gold, however if once any other cryptocurrency flips it, Bitcoin purpose is gone so would be bitcoin, going to zero
Gratulations David! It’s s big achievment and a Christmas gift to your audience to bring on Felix Zulauf!! I will listen to this more than once.
"Gratulations"?????
Finally, a long waited interview. Should be named as when David meets Goliath.
I like this guy when asked about Bitcoin he said I’m to old to understand it! He is carful with he’s prediction humble
When people cop out saying they're too old to understand it just means they made their wealth via the Cantillon Effect and are in utter denial that the party is over.
@@philfortner1805I totally understand crypto as a tech. As a tech, I also understand that crypto requires other people's computers to operate, electric grids to operate and governments not to ban it.
I like the way he explained Germanys poor economic situation as "self organised"! 😂
More like self-inflicted.
@@radmirov8541 That's what he was trying to say, with the language barrier.
He meant " self inflicted"
$dax is breaking out to new all time high despite all of that
One of the best interviews from Mr. Lin so far. Felix has outlined what should be obvious to anyone who has the ability to take an objective and well reasoned approach, however 90% of the sheep as always will follow the pack right off the cliff again this time.
David, your interview style is tremendous. Probably the best I've seen in the finance space. Kudos to you.
Appreciate it! Thanks for watching
much better interviewer than others out there. Asks the right pertinent questions . Thank you David Lin
Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve of $250k.
It's really hard to beat the market as a mere investor. It's just better if you invest with the help of a professional understands the market dynamics better.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
“Leila Simoes Pinto’’ You can easily look her up, she has years of financiaI market experience.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
David Lin is one of the few moderators whose questions are short, pertinent, and responsive; this is the very best interview ever conducted with Mr Zulauf
Felix is way cool, wise & compelling
Zulauf has been making the rounds lately, but this has been one of the more interesting and insightful interviews with him, IMO.
Felix is the man. Better listen if you know what's good for you.
Awesome interview and very clear and articulate guest!
Great conversation David thank you for following up on his answers. A lot of interviewers just take what zalauf says without probing. We as investors chain so much more insight by asking these questions.
David, Felix prefers analyzing long-term trends. A superb guest. Thank you for having Felix. I am glad you asked him about emerging markets and India. In a multi-polar world, NAFTA will have food safety and fine demographics. The BRICS will wield commodity power. Declining demographics in Europe, China, Russia and middle East will cause them serious issues. As a Swiss-German, Felix gives us a perspective from outside of the USA, which is helpful to understand. Felix expects the West to collapse in the late 2020s.
You're a great interviewer David - It might sound more simply then it is, but you let your guests speak and finish their points and you followup question on whats being said instead of strictly following a script.
What a great interview. This man is tip top and I would absolutely listen to him to inform what you are going to do, or at least keep an eye on his predictions for 2024. He's even very honest about himself and BTC, which is something not seen especially with older people. Great stuff, David and Felix!
These commercials are insane. I watched the same interview on another channel with zero interruptions.
for just $12/mo you don't ever have to sit through another ad on RUclips. just skip one lunch out per month and you save hours of your time
@@lepton31415 nah, I'll just watch the channels that have 1 commercial
@@lepton31415 It´s better to use an adblock, you doné see ads and don´t have to pay anything
Use the Brave browser and you cut out all the commercials .
What other channel
Dear David, this is absolutely the best interview I've seen with Felix. You kept asking so good questions, so that Felix had to elaborate on them and go deeper into his statements. Very good interview.
I'll put you on my watch list on RUclips. ❤ Thank you for your investigative journalist mind 🎉
Sir Zulauf is the greatest. Never doubt that man. He is a master at his craft.
There might be too many ads, when your Ground News ad... is interrupted by a RUclips ad. 🙄🤦♂️
sign up then
Bottom line is the government spending is causing all this trouble.
Pls being Felix back in the future. Great global perspectives! Thank you
Mr Zulauf is a very humble man. I’m sure there were times when he had crazy returns like 300%. This guy has been there done that. When Yoda speaks you listen.
Thank you, David. Very valuable!
After a massive rally in stocks came and yields collapsed, bond yields and the major averages are higher on Wednesday. How do we deal with such market conditions? Typically my $2m worth of holdings go up 8% then lose 20% right after and the cycle continues.
One the best guests with long term vision which most of the people is not taking in to consideration.
Great guest. He is knowledgeable and confident on his areas, but is willing to admit on some areas where he is not confident he offers no advice.
David provides the best non-biased geopolitical/financial analysis online. thankyou sir
Nailing down opinions is your strong point Mr. Lin. Keep up the good work.
Wow! Another awesome guest, David. He really encapsulates a lot of my own thoughts, but articulates them so much better! Thank you for this.
Felix has correctly timed the 2022 low for gold, many months in advance. So when he speaks i listen.
Great interview! First time hearing from this guest. 👍🏼👍🏼
I don't think he is too old to understand Bitcoin. He's intelligent.
True cos he's old enough to know😅
I think he understands the concept, but can't see any intrinsic value.
I would like the FED to raise rates so that we can get some deflation prices need to go down on everything including real estate
8% would be a huge increase of interest payments into the market. Hard to have a depression with that amount of positive cash flowing into the economy…
Don’t you think money circulation would be severely impacted at that high interest rate?
At 8%, it would lead to the greatest depression ever! People are barely coping now to repay loans, mortgages, credit card debt, student loans, etc. At 8%, small/medium sized businesses will go bankrupt, the housing market will crash, spending on discretionary goods will dry up, and unemployment will soar. I call all of that kind of deflationary!
Poor people don't buy treasury bonds.
Yeah if everyone has the money to PAY that 8% lmfao
Sometimes I am thinking tonnes of debt might at one point lead to deflation. The only thing that could lead to high inflation will be more mismanagement.
You can be guaranteed that we are heading to high inflation then.
Thank you, Felix. Thank you, David!
.
Felix is the premier guest during this time of uncertainty.
What a great guest and interview. Love your channel David. Used to watch you on Kitco. But I watch this channel more now 👍
Good guest, consistent with the quality of all you have on this show....with the exception of Prince just before.
Excellent. Most impressive guest
Fantastic interview. I love how David is constantly being amazed and surprised about Felix's answers and trying to wrap his head around it.
History also shows that there's quite often a new high before a big crash
Mr. Zulaft always presents unique and accurate perspectives...a great interview.
Too many doom and gloom videos. They all make sense when you listen to them. But it never comes. Somehow it keeps going. Meanwhile people get scared, sell their stocks, etc...and watch them run up again as they sit out and watch.
What the gloom and doom never covers is that the Fed buys the debt to lower the yield and save the stock market. The government keeps spending stimulating the economy in some ways. The jobs/inflation reports are BS, meant to make things seem better than they really are. The financial media keeps hyping stocks up and enough retail joins in the help prop it up too. The options market is manipulated to prevent having to pay out puts. These are mostly the reasons we don't get a crash. It WILL come at some point, so while it's good to take advantage of the short term gains you always need a good amount of cash too for when that time comes, because that time will be a surprise to all but the elite/connected/insiders, and we all know it goes down a lot faster than it goes up.
True
2030 is the endgame for sure. Just read agenda 2030.
Great Interview. Felix really knows what he is talking about. Thanks.
Solid interview that and what a decent guest . Thanks
This man understands exactly. The central banks CANNOT save both the USD AND bonds. They will kill the currency as they save the bonds. For now. The bonds fail last. Bitcoin continues to be the best money the world has seen. Might make sense to get some.
Really like to listen to mr zulauf. Great guest David 🎉
This was filmed 2 months ago. Zulauf is correct in many ways based on current market activities.
DAMN DAVID! 🔥 Keep up the great work
Keep the interviews coming David 🙌👍
„Something has to give. You cannot control currencies, interest rates and the system.“
ABSOLUTELY BRILLIANT REVIEW
I thought it was a good economic video it turned out to be a very good collection of geopolitical insights .. nice guest Dave !
Wowww..outstanding imterview ..i am so impressed with Felix Zulauf & David widsom & knowledge ..Felix is defintely a contrarian genius .thank-you both for your efforts and expertise :)))) ❤❤❤❤❤😊😊😊😊❤❤❤❤❤❤
Hey, where do we pick up that contrarian gene for trading the next decade? Ha. Felix is one of a kind. He exhibited that gene at an early age. Didn't go to college and instead became an analyst at a bank where he taught himself the business and learned about market cycles. Barry Ritholz: "The early 1980s saw Zulauf move UBS to overweight equities (65% versus the traditional 50% in Europe). In the Fall of 1987, he ordered all of his portfolio managers to move to zero percent equities - an unprecedented move (right before the Crash and it almost got him fired) for a conservative European bank."
Very insightful interview. The guest offers a fascinating preview of what maybe ahead. Terrific interview!
David I love your wisdom, style and your hair, man. What products are you using?
Well done david, Felix is a great guest always!
Quite a contest there. Good job, way to hang in with the pros, David!
Can anybody summarize higlights of Felix's views and projections. Great video Thanks David
Felix is legit. He relies on global indicators. We are in a global economy. Equities and treasures are a bad bet. Powell wants to be the next Volker. Commodites will be a play. Cash is a hold to buy cheap assets when deflation occurs.
*Another great interview on The David Lin Report!*
And I might add, that since the interview the tensions in the middle east are rising and that is another point Felix made in other interviews.
Hi David, I think Felix was saying his forecast was the treasury bond yields to spike to 8% NOT the Interest Rate To Spike To Above 8%.
As an income investor looking to maximize monthly pay outs vs portfolio appreciation, do I mind higher rates? As soon as the yield on my bond portfolio (401K) hit 4%, I started funneling money from my other Growth and S&P positions. That Bond Portfolio is now yielding over 5.5%. I am buying into it aggressively and reinvesting the monthly payouts. My goal is to have its monthly payouts match my current monthly income. The fund is a mixture of global, corporate and US bonds. As of now, the higher the rates the cheaper the shares, and the more I can buy with it yielding 5% or better. That said, since I started this big move, the portfolio is up about 3% on the year. As of now, it looks like I caught a big chunk of the bottom.
Thank you David!
New guest….great insight and great questions.
Felix you are right about everything
Great info David
Best brain-pick thus far, thanks man!
Exactly, a problem seen never before and a solution needs to be a seen never before. I have a solution to USA debt crisis but ar royalty.. Is USA ready to avoide the major problems to them and the world?
On BTC "i do not understand the intrinsic value" i stopped after that. The USD and all his investments are made in fiat currency - NONE OF THEM HAVE INTRINSIC VALUE. zero .
At last Mr. Zulauf's yearly Christmas present on his Macro overview. 😊
Unreal interview, logic is spot on.
I believe the historical data points to gold 10 to 20x over the next 1 to 2 years. Once you calculate the inflation data gold should already be close to $10k an ounce. It's the manipulation by central banks and JPM that's artificially hold the gold price down. Just my thoughts.
Interest rate change both sides is depression. If interest rate is increased, it would mean that USA reduces printing of money, but at the same time, the interest payment also goes up, so their obligations. If the interest rates go down, then people may demand more loans to put into stock market, which is serveral times to their interest rate returns. So only thing that can happen is that interest rates go down eventually, stock markets crash along with gold and other assets, and there is a recession, job losses to some extent, salary reductions to great extent, reducing demand for additional money printing (people only get loans for genuione reasons and not for luxurious life or putting into stock market). But then taxes also go down. Thus, anything you do, is still worst that human history has seen, because ofUSA printing of dollars.
Hes so happy about the Recession coming in, like hes super excited to be witnessing it.
Because he is hedged..
Ahh, you say that on every podcast.
If you were a bear sitting on nearly all cash, while champing at the bit to buy cheap assets, then wouldn't you also be happy and excited to witness a global recession for the ages?
Excellent interview 🚀
Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stocck portfolio, what’s the best way to take advantage of this bear market?
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance to make a from a financial-advisorr, you can be passively involved with the aid of a professional.
wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
VALERIE JEAN ZWOSTA
That’s my licesed Financial advisor you can easily look her up, Thank me later!
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up phone call.
Bring him back as much as you can!
I getting the feeling that David can't handle the macro view of Mr. Zulauf, David looks shocked.
I always look forward to Mr. Zulauf yearly various podcasts. 😊
Where is the best place to be when all hell breaks loose??
So the Fed will NOT cut high rates in an election year? Bold stance to take man
This was a great chat
Job openings in the US is not the important data point. The number of part time jobs compared to full time jobs is.
So far - he is spot on -