Interview with renowned macro investor Felix Zulauf!
Just published an interview with renowned macro investor Felix Zulauf on my substack
Felix shares his views on the USD losing its reserve currency status, the Fed adopting a more dovish policy in summer 22 & the impact of the war in Ukraine & more.
Check it out:
Also, brilliant observation about how low quality and weak investments in China has led to many Chinese exporters to have weak balance sheets. This will force them to raise prices in the coming years in order to improve their balance sheets— this will be an inflationary pressure on the whole world because Chinese exporters are so ubiquitous.