The David Lin Report, Released on 12/7/23 (Recorded on 12/6/23)

Later in the decade, the economic is headed for a crisis never before seen, according to Felix Zulauf, Founder of Zulauf Consulting. Here’s why.

0:00 – Intro
1:05 – Job openings declined
6:10 – Gold
10:20 – Multi-polar world
14:42 – Economic crisis
17:47 – Interest rate to spike
21:40 – U.S. dollar
22:48 – Commodities
24:38 – Oil demand
26:10 – Inflation outlook
27:39 – Portfolio allocation
29:05 – Stock market outlook
30:17 – Sector allocation
31:37 – Emerging markets
33:10 – Bitcoin
34:19 – Efficient Market Hypothesis

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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