The Meb Faber Show
The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Meb Faber
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Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563

Dec 23, 2024 • 50 mins

Today’s returning guest is 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 explains why he’s concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares his outlook for commodities, Bitcoin, and currencies. As we wind down, he advises investors to shift their focus from managing opportunities to managing risks.

Key Points

  • The concentration of global equity market capitalization in the U.S. is at unprecedented levels, with significant risks if this trend reverses.
  • Felix Zulauf expresses concerns about potential liquidity issues in 2025, which could lead to market bubbles bursting and significant corrections.
  • Investors should shift their focus from managing opportunities to managing risks as markets appear to be in a late-stage cycle, with heightened optimism and potential volatility ahead.

Follow Felix: Website; E-mail; LinkedIn; YouTube

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