#59: Vincent Deluard On The Paradigm Shift In Markets
Superinvestors and the Art of Worldly Wisdom
00:00
Navigating the Shift: From Equity to Macro Trends
In this chapter, the speakers discuss their journey in the financial markets, focusing on their transition from traditional securities analysis to a broader macroeconomic perspective. They analyze the significance of various influences such as energy policy and geopolitical changes, as well as the interconnectedness of fiscal and monetary policies. The conversation also touches on historical shifts in market dynamics and the implications of reintegrating millions into the global economy, emphasizing a departure from the deflationary trends of the past decade.
Transcript
Play full episode
