The Julia La Roche Show, Released on 12/19/23

0:00 Intro and Welcome Felix Zulauf
1:12 Macro view, geopolitical impact, changing world order
2:40 Equity markets likely to go up first, then drop
3:50 Inflation could rise above 10%
5:20 Nimble and flexible
7:29 Playing the markets in the environment
9:40 Fund managers piling into Magnificent 7 stocks, never seen this kind of concentration
14:24 FOMC reaction, Fed outlook, rate cut likely
17:40 Late 2020s, higher inflation, debt trillion
19:38 Inflation cycle similar to late 60s/70s
21:15 Next inflation cycle will create a problem for the bond market
22:15 Yield curve control
23:30 Hell will break loose, next big crisis will be a shocker
24:30 Addressing the fiscal problems
25:37 Gold not just a monetary asset, but a geopolitical asset
30:40 Parting thoughts, Japanese Yen

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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