skinny.

Latest / Thoughtful Money with Adam Taggart

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

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 -- check2. That stocks would peak early in 2025, and then experience a 15-20% correction -- check3. That new U.S. trade tariffs could lead to retaliatory measures from trading partners, triggering a global trade war -- check, especially in regards to ChinaSo far he's 3 for 3.He also recommended that investors start 2025 defensively, reducing equity exposure, avoiding long-duration bonds…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.