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Podcast: The Meb Faber Show - Better Investing
Episode: Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563
Description: Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm.In today’s episode, Felix explains why he’s concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares his outlook for commodities, Bitcoin, and currencies. As we wind down, he advises investors to shift their focus from managing opportunities to managing risks.(1:30) Market concentration & risks(3:43) Late s...