Felix Zulauf was a member of the Barron's Roundtable for about 30 years, until relinquishing his seat at our annual investment gathering in 2017. While his predictions were more right than wrong, it was the breadth of his knowledge and the depth of his analysis of global markets that won him devoted fans among his Roundtable peers, the crew at Barron's, and beyond. Simply put, Felix, president of Zulauf Asset Management in Baar, Switzerland, always knew—and still knows—better than most how to connect the dots among central bankers' actions, fiscal policies, currency gyrations, geopolitics, and the price of assets, hard and soft.

With interest rates rising, governments in flux, and the world's two biggest economies facing off over trade, it seemed the right time to ask him how today's turmoil will impact investors in the year ahead. Ever gracious, he shared his thoughts and best investment bets in an interview this past week. Read on for the view from Baar.

Barron's: Felix, how have you been keeping busy since you left the Roundtable?