59 min listen
Is This a Trampoline Landing? With Vincent Deluard
Is This a Trampoline Landing? With Vincent Deluard
ratings:
Length:
36 minutes
Released:
Aug 9, 2023
Format:
Podcast episode
Description
SAVE 60% on 3 months of Real Vision Essential ? https://realvision.com/last-chance
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.
You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments.
You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Released:
Aug 9, 2023
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk: What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In... by Real Vision Daily Briefing: Finance & Investing