Grant welcomes his old friend Felix Zulauf back to the podcast to discuss Felix’s outlook for 2022 and beyond.
In another masterclass of macro thinking, Felix explains his bi-directional view of markets, which encompasses both booms and busts, inflation and deflation between now and 2024 when he expects we will witness an historical top in markets.
The two discuss global real estate markets and why they are an enormous source of systemic vulnerability, the options facing China as it seeks to adapt to a new paradigm, gold and cryptocurrencies, Europe’s growing problems and much, much more.
As always, Felix is thought-provoking, clear and extremely insightful as he runs us through his roadmap for what is shaping up to be an extraordinary few years to come.
As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.