Felix Zulauf: Build Dry Powder Until Fall & Then Get Long For A 2-Year Rally In Stocks

Video Description

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com When today's guest was on this program last back in December, he predicted the following: 1. That a contraction in global liquidity could set the stage for severe market corrections and increased volatility -- check 2. That stocks would peak early in 2025, and then experience a 15-20% correction -- check 3. That new U.S. trade tariffs could lead to retaliatory measures from trading partners, triggering a global trade war -- check, especially in regards to China So far he's 3 for 3. He also recommended that investors start 2025 defensively, reducing equity exposure, avoiding long-duration bonds, and instead load up on T-bills and gold. Again, this was a winning combination. So who is this prescient forecaster? None other than Felix Zulauf, Founder and CEO, Zulauf Consulting. He usually only does public interviews once a year, but given the recent market turbulence, he has decided to return early to help investors make sense of what's most likely to happen next from here. We're extremely fortunate -- and grateful -- that he has selected Thoughtful Money as one of the few platforms he's granting an interview to this week. #recession #volatility #bullmarket 0:00 - Accuracy of Felix's 2025 predictions so far 5:45 - Global shifts in trade, capital flows & central planner interventions 17:00 - Timing & strategy for deploying capital 22:02 - Favored sectors: U.S. industrials and foreign markets 30:34 - Bearish outlook on bonds, bullish on commodities 39:10 - 2025 as a transitional year setting up 2026-7 rally _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2025 Thoughtful Money LLC. All rights reserved.