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January Will Be ‘Hell For Investors’: ‘Sell Of A Generation’ Warns Fund Manager | Felix Zulauf

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Konten disediakan oleh The David Lin Report. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The David Lin Report atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

🔒Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off 🙌 Felix Zulauf, Founder of Zulauf Consulting, discusses the market uncertainties and opportunities facing investors in Q1 2025. *This video was recorded on December 10, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW FELIX ZULAUF: Website: https://www.felixzulauf.com/ Email: info@felixzulauf.com LinkedIn https://www.linkedin.com/company/zulauf-consulting/ YouTube Channel: https://www.youtube.com/@zulaufconsulting FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Trump bubble 2:20 - U.S. vs foreign markets 6:16 - Medium-term correction in January 8:55 - 7,000 S&P 500 outlook 13:30 - BoJ and Yen carry trade 16:30 - Money supply and inflation 20:30 - U.S. treasuries: sell of generation 23:26 - Bond yields and Fed policy 25:00 - European economy 27:25 - Chinese and European relations 30:05 - Trump met with Zelensky and Macron 33:50 - Gold 34:20 - Rollercoaster year 35:31 - Energy market 36:50 - Bitcoin #investing #economy #stocks

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321 episode

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iconBagikan
 
Manage episode 455485768 series 3614106
Konten disediakan oleh The David Lin Report. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The David Lin Report atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

🔒Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off 🙌 Felix Zulauf, Founder of Zulauf Consulting, discusses the market uncertainties and opportunities facing investors in Q1 2025. *This video was recorded on December 10, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW FELIX ZULAUF: Website: https://www.felixzulauf.com/ Email: info@felixzulauf.com LinkedIn https://www.linkedin.com/company/zulauf-consulting/ YouTube Channel: https://www.youtube.com/@zulaufconsulting FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Trump bubble 2:20 - U.S. vs foreign markets 6:16 - Medium-term correction in January 8:55 - 7,000 S&P 500 outlook 13:30 - BoJ and Yen carry trade 16:30 - Money supply and inflation 20:30 - U.S. treasuries: sell of generation 23:26 - Bond yields and Fed policy 25:00 - European economy 27:25 - Chinese and European relations 30:05 - Trump met with Zelensky and Macron 33:50 - Gold 34:20 - Rollercoaster year 35:31 - Energy market 36:50 - Bitcoin #investing #economy #stocks

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321 episode

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