Felix Zulauf – 2024 Macro Outlook Not Rosy | #515

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 3 January 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s guest is well-known macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation to rise above 10%. He also touches on the state of gold, the US dollar and other currencies, and why he’s focused on the upcoming election in Taiwan. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow
0:13.9	wealthier and wiser. Better investing starts here.
0:17.0	Meck Baber is the co-founder and chief investment officer at Cambury Investment Management
0:21.0	due to industry regulations he will not discuss any of Cambry's funds on this podcast.
0:25.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.6	the opinion of Cambria Investment Management or its affiliates.
0:31.2	For more information, visit Cambria Investments.com.
0:33.4	Hello my friends, we got an episode today. I've been looking forward to this
0:40.3	conversation for a long, long time.
0:43.4	I'm excited to share our chat with well-known macro expert Felix Zulof,
0:48.6	founder of Zulof consulting.
0:50.3	He was previously the Global Strategist for UBS and later ran his own asset management firm.
0:56.0	In today's episode, Felix shares his view of the global investment landscape from Asia to Europe to the U.S.
1:02.0	He shares why the tailwinds of lower inflation
1:04.4	may reverse and lead inflation to rise above 10%.
1:08.7	He also touches on the state of gold, the dollar,
1:10.7	and other currencies,
1:11.9	and why he's focused on the upcoming election in Taiwan.
1:18.6	American Farmland is disappearing at an alarming rate.
1:22.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
1:27.6	That's a landmass larger than the state of Florida, lost a real estate development
	...

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