EPISODE · Jan 16, 2025 · 12 MIN
The Grant Williams Podcast Ep. 87 - Felix Zulauf
from The Grant Williams Podcast · host Grant Williams
In another thought-provoking conversation, my returning guest, renowned investor Felix Zulauf, offers a comprehensive outlook for the next 12-24 months, predicting a “roller coaster year” filled with market volatility and geopolitical tensions. Felix paints a sobering picture of the global economic landscape, highlighting China’s deflationary balance sheet recession, Europe’s political stagnation, and the United States’ deceptively strong economy masking an impending slowdown. He warns of potential market corrections, a shift from growth to value stocks, and the challenges facing inexperienced traders in these turbulent times. Additionally, we discuss the broader geopolitical context, including U.S.-China tensions and evolving political dynamics in Europe, all of which contribute to an environment of heightened uncertainty and risk. Just Felix being Felix… but, as always, Felix being Felix is supremely interesting stuff! Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
What this episode covers
In another thought-provoking conversation, my returning guest, renowned investor Felix Zulauf, offers a comprehensive outlook for the next 12-24 months, predicting a “roller coaster year” filled with market volatility and geopolitical tensions. Felix paints a sobering picture of the global economic landscape, highlighting China’s deflationary balance sheet recession, Europe’s political stagnation, and the United States’ deceptively strong economy masking an impending slowdown. He warns of potential market corrections, a shift from growth to value stocks, and the challenges facing inexperienced traders in these turbulent times. Additionally, we discuss the broader geopolitical context, including U.S.-China tensions and evolving political dynamics in Europe, all of which contribute to an environment of heightened uncertainty and risk. Just Felix being Felix… but, as always, Felix being Felix is supremely interesting stuff! Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
NOW PLAYING
The Grant Williams Podcast Ep. 87 - Felix Zulauf
No transcript for this episode yet
Similar Episodes
Dec 5, 2025 ·50m
Oct 9, 2025 ·33m
Oct 3, 2025 ·40m
Sep 11, 2025 ·31m
Aug 27, 2025 ·39m
Aug 18, 2025 ·54m