EPISODE · Dec 21, 2021 · 36 MIN
Felix Zulauf’s Big Calls For 2022 And Beyond
from Forward Guidance · host Blockworks
On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off over the near-term as economic conditions worsen, however restored liquidity conditions might in the second half of 2022 breathe new life in stocks and commodities. Zulauf shares his longer-term analysis on gold and currencies, and tells Jack Farley why he thinks that bond yields are in the process of bottoming.
What this episode covers
On today’s episode of Forward Guidance, Felix Zulauf, a renowned macro investor known for his uncanny market timing, shares his outlook on various time horizons about stocks, bonds, and commodities. Zulauf explains why the reflationary types of trades might continue to sell-off over the near-term as economic conditions worsen, however restored liquidity conditions might in the second half of 2022 breathe new life in stocks and commodities. Zulauf shares his longer-term analysis on gold and currencies, and tells Jack Farley why he thinks that bond yields are in the process of bottoming.
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Felix Zulauf’s Big Calls For 2022 And Beyond
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