Felix Zulauf: Best Assets For An Increasingly Volatile Market
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- เผยแพร่เมื่อ 25 ม.ค. 2025
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As volatility increasingly roils markets this year, which assets should perform best/worst?
Highly-respected investor Felix Zulauf, owner & President of Zulauf Consulting, predicts markets will correct by 20% or so over the coming months as the Federal Reserve embarks on hiking interest rates. But he then expects the Fed to reverse its stance and adopt more dovish policies by summer, which will resume the bull market in stocks through 2024.
These two opposite trends will impact the prices of stocks, bonds, real estate and gold very differently at different points along this progression. Being attuned to the market's action, acting nimbly and employing risk management will be key to keeping your wealth intact.
Those looking to learn more about Felix & his work can visit www.felixzulauf.com
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There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead?
Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.
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#stocks #bonds #gold
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IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.
Hi Adam, Eagerly waiting for follow up interview of Felix. He has been spot on in his analysis so far.
+1. Please bring him back to the show ASAP. Thx.
Agree. I love his intellect and wisdom. Truly a gift. Thank you 🙏
Please please please new video!
Im watching this today and im shocked how accurate he is ......and im buying miners
Hi Adam, please get Felix back for another session.
Could you re-invite Felix back on for an updated viewpoint? (The Ukraine/Russian situation hadn't started which may impact his thoughts) many thanks
Thanks for this interview. You asked really good questions, Adam. Please have Felix back. He has very good grasp of the big trends that are backed by data and analysis. Very valuable. Thanks ❤!!
This interviewer is pretty good. He listens to his guest, lets them talk, repeats/summarizes his understanding of what they said and gives them a chance to correct him.
Another exceptional guest Adam. Very helpful!
Amazing u got Felix on...hes def one of the best
Great interview, Felix seems like a very intelligent man.
can we have another interview pls? felix is def one of my favourites
Felix to me puts it all together. To an average old guy like me he is so practical and sensible
Well watching this play out few months later this has been spot on so far great info
Exceptional interview! Felix knows his info. Fascinating senarios for the future depending on the unknown market timing. This helped pull things together for me. Thank you Adam.
Liked & Subscribed. Watching these 2 clips a coupkd of times, I can't wait to watch Adam to interview Felix again!
Made My Friday..Salute and Cheers
Just love the format. The review and discussion after the featured interview is done very well. Thank you.
Love this channel, the absolutely great host (one of the best), and the incredible guests, the tone and flow of the conversations, and a genuine, caring aspect for the welfare of those who save and invest.
update on zulauf please ?
Yeah to part 2. The future is bleak. Need to prepare. Thank you Adam for an excellent 2 part interview 👏
What about the gold royalties .?
Your video' are incrediby helpful, in large part to your expertise and stellar inteviewing skills. Thank you
Air date?
Thank you Adam for al the great interviews so far. They are keeping me sane and level headed during this crazy overpriced volatile asset market.
Wow ~~~ pls get Felix back soon!!!
+1
Sometime doesn't seem to make sense here (to me), Felix said buy gold miners after correction in Q2 2022 but Gold price will also fall after topping at $2075-2010 at the EOY before reaching another a cyclical low on 2024 and resuming the run till 2028. So is he implying that the miners will still go up, in theory, alongside the general market from 2023 Q1 to 2024's gold low?
Thanks Adam great interview.
Both parts are full of great insight; thanks to both of you; shared it with my family.
No bigger honor to hear than that - thank you!
....should also add it's always great to hear from the New Harbor Financial guys (or just even one like today). They are a very good fit with your exceptional channel that is such a voice of thoughtfulness and intellect vs the dumbed down junk on the much of the cable financial entertainment channels!
Whoops - typo, meant New Harbor. Sorry guys!
How about a follow up with Zulauf now that the Russia/China dynamic is front and centre. Is the move into commodities he expected in 2024 now being accelerated with de-dollarization be driven by events in Asia.
100k subs soon 🏆
Zuleux invest in gold, can your channel tell if he buy physical gold or GLD, how did he invest in gold?
Really enjoyed this interview (I & II). Felix is clearly a nice guy ;¬D and really generous with his his wisdom. Greetings to you and yours.
Thanks for the excellent interview with Felix. Can you please provide some idea of Felix yearly success rate for last ten years?
Iron ore? Strong usd would be great for Australian mining companies. Most costs in AUD sell in USD.
What about the gold royalties .
Thank you guys 🙋🏻🙋🏼♂️
The 10 yr bond yield is over 2.5% and he said 2-2.10%. I wonder how/if this changes his outlook.
When was this recorded?
A week ago
Felix not afraid to say the when. Refreshing!
Great video 📹
Great interview! Felix's call for extreme volatility in the short term played out very accurately this week. Lots of fear right now with nowhere to hide and the fed looming.
Great videos as always.
Thank you!
Glad you like them!
Felix seems to have great integrity and also humility. He had another long informative interview with Grant Williams which you can also find. I think it's important to get more information and not rely and pin every guest on their predictions. Basically when you listen to these interviews you just get a better understanding of the markets which helps you to become a better investor.
Really enjoying this interview (part 1 as well)!
👍👍👍👏 Gold and silver is money. Why do people compare it to worthless fiat currency?
Because you can't pay your taxes with gold, it has to be converted to dollars.
@@lonetraveller 👍
He predicts bond yield will go up from late summer and at the same time stocks will rally and gold will go down while inflation will take 2nd run...is it all possible? Yield going up is generally not good for stocks and inflation is not good for earnings either. A little paradox there.
now it is May, 10y yield is close to 3% !
is this part 2?
Yes
I don’t know, to own gold miners after 24 while governments nationalize industries, thats really risky..
Time to get him back again
What a day....Gold is rallying hard....
BRING HIM BACK !
Great stuff, thanks again!
Gold is till declining ...
You didnt ask the important questions
1. Why doesnt this big crash happen now, in the present tightening cycle?
2. Why 2% yield in this cycle is enough to crash stocks, yet in 2024 CPI will go to 10% oil to $200 without crashing things on the way, and forcing FED to tighten again as inflation from this summer mini crash (say 2-3%) goes to 10%.
Good question. The answer is that markets are driven by the aggregate mood across society rather than the interest rate or the price of oil. It is the cause and effect chain that is important and right at the head of that cause and effect chain is humans and their willingness or otherwise to take on risk. Humans are metaphorically always "looking over their shoulder" at what everyone else is doing. We follow the herd. The herd is an aggregate of everyone so the individual voice is just a tiny component that contributes but is not necessarily indicative of the prevailing mood. Modern communications and travel make the herd more or less a worldwide phenomenon which is why the markets in so many different countries tend to move in unison. The study of Elliott Waves in financial markets is a way of making sense of what is going on because a major index like the Dow 30 or S&P 500 is an extraordinary real time indicator of what is going on via the tracking of money being invested. How much and in what sectors. There is always a lot of "noise" but those two indexes looked at from an Elliott Wave point of view go a long way towards identifying a trend change in the direction and aspirations of us, the herd of humans driving it all.
@@dorothymartin8557 I agree with you - the robinhood traders have had a bit of success and think it is easy. Right now, we may have a major top in place but we are so close to it that the market is still being driven by immense optimism/complacency. The question over the next week or two will be whether the more realistic but pessimistic bears can overwhelm the complacent forces. It is an extremely volatile battle taking place. My money is on the bears.
I like the story he tells, but there are sooooo many points that are so speculative and can't possibly have any dependable predictive value. It's fun to hear the rant, but global economics is a wildly turbulent system muddied by ever-changing human behaviors, reactions and values.
He sounds more like a star reader than an economist..
Great content, but mostly focused on his head emerging and submerging lol
I think he is incorrect on silver. It's mostly a reflationary asset in an environment with falling inflation and falling growth. It's not going to do well. Gold on the other hand does pretty well historically in a stagflationary environment.
Just say you are too old for crypto. Don`t need to say anything else. Finance is a subset of crypto not the opposite.
Pro Tip + Fun Fact:
If GOLD re-traced to its long term extremely overvalued trendline (1905) it would be at $800 (Approx.)
At $800 (Approx) GOLD would still be extremely expensive
Me thinketh which wise old man said that we do not., predict we......prepare @!?😝🤪😜😉
P.S. And there is only ONE WAY to play this and this is to listen however NOT to follow the one or ten experts with one to fifty years experience. Instead play it like an Insurance Underwriter from a major company which has a team of actuaries., guiding their.......decisions!!!😉
❤
With all respect, please loose the pencil pointer!
Sorry I am frustrated please don't take it personally! Agents are all say the same thing and I blame a lot of different factors for this crazy market and one of them is agents' fault to feed buyers and sellers this mentality and emotionally pressuring both sides! Honestly a lot of buyers like me are frustrated and a lot of sellers are scared to sell cause they don't know where to go after they sell! All of this is bad for everybody! The party is over and we all need to wake up! Pass the words around housing market is not stock market or Las Vegas!
Lots of remorseful buyers out there with huge properties taxes and the purchasing experience is bitter and not fun anymore! I have lost my trust!
Thank you and no worries! Like I said I only will buy house prices that are reasonable!
🦋
Thanks for censorship moderators, you just proved my point.
28th
David Hunter...seasoned ...lol The guy is a bust
Inflation shall be the new tax, do not forget to include it in the CPI. . . . LOL
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In Marxist philosophy, the bourgeoisie is the social class that came to own
the means of production during modern industrialization and whose societal
concerns are the value of property and the preservation of capital
to ensure the perpetuation of their economic supremacy in society.
Wow, rotten from the top 1% down. We get what we gave the world.
Profits trump Extinction. Keep on burning baby. . . . . . .
Pay up, austerity . . . you Yanks there.
The Ministry For the Future. Yes read all about your future . . . . .
news like 20 million die in heatwave . . . . . and we keep on burning . . . .
Paul Jay
What do you mean when you say the game’s is over? What do you mean the game’s over?
Michael Hudson
The idea that the debts can be paid. The idea that somehow you can put money aside, and the money will grow for you. It will give you interest. The money will somehow be pushed into the stock market by buybacks without much income and push up stock prices. The idea that you can put in a million dollars and have the money go up through stocks or bonds or real estate without having the economy grow at all. That was a game because it’s not realistic.And it was a decoupling of the financial and real estate markets from the economy, and that whole decoupling-now, finally, you can only decouple so far before the fact that the rents are not being paid, the taxe
He says buy the miners but price will only range from $1700-$2100 . With energy and inflation raging $1700 isn’t very profitable for many miners which would mean not a great stock investment. He contradicts himself
Yes. But any of the decent mid tier gold producers are making money at those prices $1700-2100. Their AISC are about $1100.