🔒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: [email protected]
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 [email protected]
*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