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Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

FromForward Guidance


Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

FromForward Guidance

ratings:
Length:
85 minutes
Released:
May 2, 2024
Format:
Podcast episode

Description

Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
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Timestamps:
(00:00) Introduction
(12:50) Does China Face A Choice Between Deflation And Devaluation?
(19:38) VanEck Ad
(20:39) The Long-Term Debt Cycle
(29:30) How To Invest For A Recession Free Future
(34:40) Lags In Healthcare And Shelter Measures of Inflation
(42:03) The Fed
(55:20) Age Of Secularly High Inflation
(01:04:20) The Japanese Yen
(01:17:20) Asset Allocation Within Equity Space

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
May 2, 2024
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.