On today's episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off over the near-term as economic conditions worsen, however restored liquidity conditions might in the second half of 2022 breathe new life in stocks and commodities. Zulauf shares his longer-term analysis on gold and currencies, and tells Jack Farley why he thinks that bond yields are in the process of bottoming.
Timestamps:
00:00 Introduction
00:28 Felix Zulauf's Macro Outlook
07:00 Commodities
08:55 Gold & Bitcoin
15:22 China
21:51 Economic Outlook
24:26 Stock Market Outlook
32:38 End Game for Central Banks
Timestamps:
00:00 Introduction
00:28 Felix Zulauf's Macro Outlook
07:00 Commodities
08:55 Gold & Bitcoin
15:22 China
21:51 Economic Outlook
24:26 Stock Market Outlook
32:38 End Game for Central Banks
