Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)

Raoul Pal, CEO and co-founder of Real Vision, welcomes Felix Zulauf, legendary investor and CEO of Zulauf Consulting, to share his thoughts on the interplay of interest rates, equities, and inflation as well as share his macro outlook as debt and demographics reshape the future of economic growth. Zulauf believes that the current macro setting of rising yields and a falling dollar mirror the conditions prior to the 1987 equity crash, commonly known as Black Monday, which wiped out hundreds of billions of dollars worth of equity valuation overnight. Zulauf sees this correction not as a disaster scenario but merely a detour to another leg higher. Zulauf remains constructive on equities, at least in the long-term, due to his belief that central banks are dedicated to propping up risk assets like never before since a decline in risk assets by 10% would roughly correspond to a loss in 1% of GDP growth. Filmed on February 11, 2021. Key learnings: Zulauf sees a possibility of a 10-15% correction in the near-term as rising yields trigger investment models to cut back risk. He thinks rising yields will make for a bleak 2021 for gold although he is constructive on the precious metal in 2022 and beyond.

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Felix Zulauf’s Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)
https://www.youtube.com/c/RealVisionTelevision

For the transcript visit: https://rvtv.io/TheInterview

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15 thoughts on “Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)

  1. The cryptocurrency, has been very inconsistent on the pr'ce charts since it hit its ATH a few weeks ago. In fact, while for a long time LINK took pride in moving independently of B;tcoin, of late, its movement has been dictated by BTC’s, with the same being the case over the last few days. When BTC fell, so did LINK, with the alt dropping by over 9% in the last 48 hours. At the same time, LINK was once again trading at a level last seen in the first week of March. The altco'n’s movements have been in line with those projected by a recent analys?s, with the same predicting that LINK was likely to be pulled in one direction soon. Despite the said corrections, however, LINK can be expected to turn bullish again owing to a host of other factors. I will basically say that now's the moment to build a very strong portfolio because cryptos are generally bullish and gaining momentum and there's no time for DCA because the prices of crypto-asset will explode sooner than we think. What I really do is to tradê daily with the trâdê s!gnals from Robert Parsons and having made 5btc in my first week of copy!ng his trade sg!nals and I came to the realization that his one of the best s!gnal providers in the space for now and he can be reached on Whâtsââp (>+1>6>5>7>2>6>1>9>4>5>5) and also his têlêgrâm (@Parsonstrades). Information is power and I urge investors to carry out their own due diligence but for Parsons, I can attest to the accuracy of his trade s!gnAls.

  2. Most of the smart geo-politics folks say there is very little chance that China attempts anything serious regarding Taiwan.

  3. China stays calm bcoz they use force to shut your mouth and seal your door. U call that “Handel well”? But thanks for the 2% bond inception point of view and phenomenal big picture overview!

  4. In last October, Felix said the market was 4-6 months away from major corrections, there are only 3 weeks left for his thesis to play out.

  5. Fascinating insight into the man's belief. Time alone will tell how close it comes to reality. But the logic is very well reasoned. Thanks gentlemen.

  6. I read something at like 3am in the morning – blurry eyed – that suggested that Bitcoin was put out by China to undermine the US Federal Reserve Note.

  7. I have about 5% of my portfolio in uranium stock any advice on any other stock that I can
    grow my $300k capital to a million dollars?

  8. I really admire Raoul.

    He said he was looking into XRP and "experts" who regularly appear on TV had an absolute s*** fit for him just researching it.

    They then said everyone in XRP would get rekt. Instead it's up massively and looking to go possibly astronomically higher.

    The problem was these TV personalities who said XRP was going to zero without a law degree, any securities law expertise whatsoever, or realizing that Asia is kind of a big place.

    Be careful who you listen to about coins "going to zero." (even if they're on Squawk Box)

  9. I have a Joan Jett photo of her flipping me off as I had a huge SLR in the audience. Wish I had a camera when I saw her in the opening act at The COW Palace during the Runaways days.

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