AI: Boom, Bubble, and Global Rotation

Vincent Deluard, Director of Global Macro Strategy at StoneX, pulls up a chair to chat with Maggie Lake about the bull case for China and Brazil, and the bear case for India and Poland. They also discuss gold's record high, and what to expect from Friday's PCE data, and Vincent updates us on his dollar stance, what's happening in Europe, and what Western society's "addiction to stimulus" means for markets longer-term. Follow Vincent on X: https://x.com/VincentDeluardJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.