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Today\u2019s guest is well-known macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm.\nIn today\u2019s episode, Felix shares his view of the global investment landscape from Asia to Europe to the US. He shares why the tailwinds of lower inflation may reverse and lead inflation to rise above 10%. He also touches on the state of gold, the US dollar and other currencies, and why he\u2019s focused on the upcoming election in Taiwan.\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nSponsor: Today\u2019s episode is sponsored by\xa0The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\u2019s largest institutions, funds, and money managers. Subscribe for free\xa0here.\nFollow The Idea Farm:\xa0Twitter\xa0|\xa0LinkedIn\xa0|\xa0Instagram\xa0|\xa0Tik Tok\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices