The David Lin Report, Released on 12/14/24 (Recorded on 12/10/24)

Felix Zulauf, Founder of Zulauf Consulting, discusses the market uncertainties and opportunities facing investors in Q1 2025.

0:00 – Intro
1:00 – Trump bubble
2:20 – U.S. vs foreign markets
6:16 – Medium-term correction in January
8:55 – 7,000 S&P 500 outlook
13:30 – BoJ and Yen carry trade
16:30 – Money supply and inflation
20:30 – U.S. treasuries: sell of generation
23:26 – Bond yields and Fed policy
25:00 – European economy
27:25 – Chinese and European relations
30:05 – Trump met with Zelensky and Macron
33:50 – Gold
34:20 – Rollercoaster year
35:31 – Energy market
36:50 – Bitcoin

Felix Zulauf is the owner and president of Zulauf Asset Management, a Zug, Switzerland-based hedge fund, which he founded in 1990. Zulauf Asset Management has $1.7 billion assets under management, according to MacroAxis. Zulauf has been a regular member of the Barron’s Roundtable for more than 20 years. Zulauf started his investment career as a trader for Swiss Bank, then training in research and portfolio management in New York, Zurich and in Paris. He joined Union Bank of Switzerland in 1977, ultimately becoming the head of the institutional portfolio management unit and global strategist for the UBS Group. In May 2014, Felix Zulauf and his son Roman have partnered with Universal-Investment to launch the Vicenda Multi Opportunities fund.

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