On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is making.
Taking us on a global macro tour of the world, Felix argues that the past few decades of globalization could now be in reverse, and most investors are not well positioned for that transition. We then go on to discuss the trends in inflation, wether we will enter a recession in 2023 and finally Felix's actionable trade idea. To hear all this and more, you'll have to tune in!
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Referenced In The Show:
A Divided Bank of England Raises Rates to 3.5%: https://www.bloomberg.com/news/newsletters/2022-12-15/a-divided-bank-of-england-raises-rates-to-3-5
Zulauf Consulting: https://www.felixzulauf.com/
(00:45) Breaking Down The ECB Meeting
(06:27) The Fed & The ECB Are Looking In The Rear View Mirror
(08:06) All Eyes On The Bank of England
(11:56) Feature Interview With Felix Zulauf
(15:07) A Global Macro Outlook
(30:30) Do You Expect A 2023 Recession?
(38:07) “Curve Ad”
(39:16) Felix's Actionable Trade Idea
(43:26) What Could Go Wrong With Your Thesis?
(51:03) Post Interview: Final Thoughts
(55:29) Powell Will Stop Raising Rates When You Stop Trading Monkey JPEGs
(58:34) The U.S Debt Ceiling Looms
(1:01:30) Final Thoughts
Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.