The Grant Williams Podcast Ep. 87 - Felix Zulauf

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 16 January 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In another thought-provoking conversation, my returning guest, renowned investor Felix Zulauf, offers a comprehensive outlook for the next 12-24 months, predicting a “roller coaster year” filled with market volatility and geopolitical tensions. Felix paints a sobering picture of the global economic landscape, highlighting China’s deflationary balance sheet recession, Europe’s political stagnation, and the United States’ deceptively strong economy masking an impending slowdown. He warns of potential market corrections, a shift from growth to value stocks, and the challenges facing inexperienced traders in these turbulent times. Additionally, we discuss the broader geopolitical context, including U.S.-China tensions and evolving political dynamics in Europe, all of which contribute to an environment of heightened uncertainty and risk. Just Felix being Felix… but, as always, Felix being Felix is supremely interesting stuff! Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

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0:00.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.
0:16.1	This conversation is for informational and hopefully entertainment purposes only.
0:20.2	So, while we hope you find it
0:21.8	both informative and entertaining, please do your own research or speak to a financial advisor
0:27.1	before putting a dime of your money into these crazy markets. You're about to listen to a very
0:36.7	special preview edition of the Grant Williams podcast
0:38.8	featuring my dear friend, the great Felix Zulov.
0:42.2	First of all, I wish each and every one of you, a happy new year, and all the very best for 2025.
0:47.6	And there's no better way to kick off a year than a conversation with Felix Zulov.
0:51.1	As you're about to hear, Felix is one of the savviest market
0:54.9	observers out there. He has a way of distilling incredibly complex ideas into very specific,
1:02.1	detailed roadmaps. And this year's conversation is, as you're about to find out, no exception.
1:09.9	Every episode of the Grant Williams podcast, including the end game,
1:12.7	the Super Terrific Happy Hour, the narrative game, this week in Doom, shifts happen,
1:16.2	and chaos theory is available to copper and silver tier subscribers at my website,
1:20.0	grant dash Williams.com.
1:21.9	Copper tier subscribers get access to all the podcasts, while members of the Silver Tier
1:25.5	get both the podcasts and my monthly newsletter
1:27.7	of things that make you go home. So, if you enjoy what you're here in the show and you want more
1:31.4	high-quality content like it, then please make your way over to grant-dashwilliams.com and join
1:36.1	our exciting community today. And now, at the beginning of 2025, on with the show.
1:52.0	Felix, happy new year to my friend.
	...

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