Manage episode 274575305 series 2658934
Bill and Grant welcome the incomparable Felix Zulauf to The End Game.
What follows is a true masterclass in macro thinking as Felix joins a complicated series of dots to lay out both a cohesive vision of the present, and an impressive roadmap for the future.
The likely end of a 40-year bull market in bonds, the all-important inflation vs deflation debate as well as gold, the dollar and so much more all come under Felix's acute gaze.
Once again, this episode of The End Game will have your head spinning...