TH-cam is now full of doomsday, end-of-the-world videos! These videos are tailor-made for the people who enjoy horror movies! Profound common sense quotes from a real experience investor, Warren Buffett: “Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future. “We’ve long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children.” -
Thank you Ed! Another great interview and guest! I remember thinking with the fall of the Berlin Wall in 1989 that the world got a little safer. Indeed I think that it did but it sure didn’t last. The political infighting in the States serves to to weaken the West at the wrong time. There will be a price to pay!
Great analysis. Thank you. What is missing in this discussion, and it is very important, is that China, Europe, some of the BRICs, and Russia have dismal demographics, and horrible climate dangers.
That's the Kool Aid from the dishonest US Politicians. Demographics play out in decades. By then, China will have a smaller population that is sustainable for its land. Why did you think China embarked on the difficult One Child Policy? For sustainability! By then, the US will be in too much debt and too late to turn back. And India will have too many people to feed. More people is not "better". That was the hard lesson China learnt decades ago. The West don't care to learn it; they prefer to avoid thinking the tough questions.
The demographic issue is real, but takes decades to play out. However, anyone that has looked into the subject knows that the CO2 climate change thesis has no basis in fact.
FZ talks, I listen. Once a year and on multiple platforms. The reason the recession is still not with us is quiet liquidity going on in the background. Of course that only helps those with assets, so we see metrics associated with poorer groups worsening but not the aggregate. A view.
After listening to this, I am reminded of something that a global ports/terminals senior executive said to me: "China is the factory, America the consumer, Brazil the kitchen, and Europe is irrelevant." And person that said this is European. I suspect as well that Mr. Zulauf connected the dots in the Middle East and Ukraine with precision.
I'm greatful to Felix everytime this time of the year on various podcasts, where he imparts his expert Macro and geopolitical view,man is second to none 😊
Great interview Ed. Felix may be right or may be wrong. But regardless, following his thoughts' rabbit hole gets one thinking and reexamine our assumptions. Useful.
I heard Felix already twice, but who would say no to Mauldin Economics? I have been three hours in a 35 minutes talk. Reminds me in former Barron's RT moments. Thank you very much for such a rich time!
Zulauf is a Swiss troll who has kneaded too much Russian dough. His world view has not changed in decades and his forecasts have not been accurate. He was right in 2008, but has cried wolf several times since then. If Iran closes Gulf of Hormuz, the EU might awake from its post war tupor--with Arabs' blessings. Dry powder is always smart.
Another outstanding interview from EdD. I had never heard the view that the U.S. sought to encourage Russia's invasion of the Ukraine in order to prevent, or at least hamper, Europe's further integration with Asia's Sino-Soviet bloc.
Why do you think the US did everything to prevent Russia to deliver natural gas to Europe? And do you know that Russia also tries to prevent Europe from taking east Ukraine for their huge Lithium ore deposits? It is all about commodities.
![[Full Episode] The Restaurant War Thailand ศึกพ่อค้าซ่าแม่ค้าแซ่บ Episode 2 | 29 ก.ย. 67](http://i.ytimg.com/vi/r3lfLNH6Ke4/mqdefault.jpg)
Thank you gents! What a wonderful interview of great minds!
TH-cam is now full of doomsday, end-of-the-world videos!
These videos are tailor-made for the people who enjoy horror movies!
Profound common sense quotes from a real experience investor, Warren Buffett:
“Forecasts may tell you a great deal about the forecaster; they tell you nothing
about the future.
“We’ve long felt that the only value of stock forecasters is to make fortune-tellers look good. Even now, I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children.” -
Nothing doomsday about. Markets correct, that’s healthy and a great buying opportunity
Thank you Ed! Another great interview and guest! I remember thinking with the fall of the Berlin Wall in 1989 that the world got a little safer. Indeed I think that it did but it sure didn’t last. The political infighting in the States serves to to weaken the West at the wrong time. There will be a price to pay!
Great analysis. Thank you. What is missing in this discussion, and it is very important, is that China, Europe, some of the BRICs, and Russia have dismal demographics, and horrible climate dangers.
He explains the demographics of China in one of the other vids that are cruising around on TH-cam
That's the Kool Aid from the dishonest US Politicians. Demographics play out in decades. By then, China will have a smaller population that is sustainable for its land. Why did you think China embarked on the difficult One Child Policy? For sustainability! By then, the US will be in too much debt and too late to turn back. And India will have too many people to feed. More people is not "better". That was the hard lesson China learnt decades ago. The West don't care to learn it; they prefer to avoid thinking the tough questions.
The demographic issue is real, but takes decades to play out. However, anyone that has looked into the subject knows that the CO2 climate change thesis has no basis in fact.
FZ talks, I listen. Once a year and on multiple platforms. The reason the recession is still not with us is quiet liquidity going on in the background. Of course that only helps those with assets, so we see metrics associated with poorer groups worsening but not the aggregate. A view.
After listening to this, I am reminded of something that a global ports/terminals senior executive said to me: "China is the factory, America the consumer, Brazil the kitchen, and Europe is irrelevant." And person that said this is European. I suspect as well that Mr. Zulauf connected the dots in the Middle East and Ukraine with precision.
500 mil europeans are irrelevant? People are having a better life in Europe than in America/China..
Felix you have some bold predictions.
Let’s see how it turns out.
I'm greatful to Felix everytime this time of the year on various podcasts, where he imparts his expert Macro and geopolitical view,man is second to none 😊
Great interview Ed. Felix may be right or may be wrong. But regardless, following his thoughts' rabbit hole gets one thinking and reexamine our assumptions. Useful.
Great talk with a guest who knows about what he is talking!
Great comentary!!!!!!ThankYou
👏🏻👏🏻👏🏻👏🏻👏🏼👌👌👌🙏🙏🙏👍👍👍❤️
Economy strong? have you seen the budget deficit?
Nice interview. I miss a take on Bitcoin.
I heard Felix already twice, but who would say no to Mauldin Economics? I have been three hours in a 35 minutes talk. Reminds me in former Barron's RT moments. Thank you very much for such a rich time!
Thank you!
Zulauf is a Swiss troll who has kneaded too much Russian dough. His world view has not changed in decades and his forecasts have not been accurate. He was right in 2008, but has cried wolf several times since then. If Iran closes Gulf of Hormuz, the EU might awake from its post war tupor--with Arabs' blessings. Dry powder is always smart.
Yeah, that guy is a real troll
S&P500 reached ATH about a week ago (May 2024). Time to stay away?
Very different view to Claudia 😅
Indeed. I like to hear from all sides when forming my own view and investment strategy. Thanks for watching!
outstanding interview...
Riveting!
Another outstanding interview from EdD. I had never heard the view that the U.S. sought to encourage Russia's invasion of the Ukraine in order to prevent, or at least hamper, Europe's further integration with Asia's Sino-Soviet bloc.
Why do you think the US did everything to prevent Russia to deliver natural gas to Europe?
And do you know that Russia also tries to prevent Europe from taking east Ukraine for their huge Lithium ore deposits?
It is all about commodities.
Does congress needs to approve QE or can the fed take that decision without? Basically can Republicans block QE in 2024
Not enough laughs!
Thank you indeed Felix and Ed, - all is just superb 👍👏👍
He speaks alot more than once a year, what marketing hyperbole is this
33:00 gold
This host looks like Peter diamantis
I think I have more grey hair than Peter.
They turned our dollar into confetti
Felix, how can we Americans pivot and become the great “producers” once again? 🙏🏻🕊️💪🏻
excelent conference
When exactly was this recorded?
Monday, December 4th
AI algorithm trading is making the market schizophrenic. The norm now, crash in the morning, FOMO in the afternoon.😧
Great great great
Zulauf pronounced Tsulauf
Who cares 😂😂
Great guest!
Can we expect subtitles to be available soon?
Ukraine is not lost; Putin is not in a stable situation and doesn't have the trained manpower to last another year.
th-cam.com/video/76oVTHDDavk/w-d-xo.html
Mister Felix is mind-blowing when it comes to talk about geopolitics! I loce it how he thinks!