Dec 9, 2022

Felix Zulauf: "A Decade of Roller Coaster Markets"

Dear Reader,

This week, I spoke with Felix Zulauf, one of the top macro investors of our era. At Zulauf Consulting, he publishes a research service read by investment firms and family offices around the world. At our Strategic Investment Conference, he’s always one of the top-rated speakers.

In this week’s Global Macro Update, Felix and I talk about how the unstable geopolitical landscape is disrupting supply chains and setting markets up for dramatic changes... how to navigate the coming decade of roller coaster markets... the failed policies that could doom the US dollar as the world’s reserve currency (and what may replace it)… why 2024–2025 could usher in a calamity in our financial and economic systems... and much more.

You can access the full transcript of this week’s interview by clicking here.

The video of my full conversation with Felix Zulauf is below.

From Blue to Red: Striking Supply Side Shifts

At the turn of the century, America was the dominant supplier for the world, but in just 20 short years, China has taken that title. And, despite the naysayers, the trend continues.

In the last two decades, China’s trade with Latin America and the Caribbean has grown 26-fold, from $12 billion to $315 billion. It also overtook America as the top supplier in Africa, Asia, Australia, Europe, and South America.

The visual is truly staggering:

Source: https://www.nakedcapitalism.com/2022/11/chinas-making-new-big-moves-in-latin-america.html