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

By Adam Taggart of Thoughtful Money

President & Co-Founder at Peak Prosperity • Apr 19, 2025 at 5:30 PM EDT

The environment is such that we will likely have some sort of global recession in the second half of this year.

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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.

Video Length 00:42:47

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Disclosure:

Thoughtful Money LLC is in the application process to be a Registered Investment Advisor Solicitor. 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 in good standing with the Financial Industry Regulatory Authority (FINRA) 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, and money market funds 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.

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