

Will Risk Assets Keep Rallying Into 2024?
Nov 27, 2023
Harry Melandri, advisor at MI2 Partners, and Vincent Deluard, Director of Global Macro at StoneX, discuss risk assets and the global economy. They also delve into Vincent's Macro Roadmap and potential QE by 2026.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Reset of Inflation and the Importance of Wage Growth
01:39 • 5min
Trade and Rate Cuts in Short Term Interest Rate Contracts
06:45 • 6min
Factors Impacting the Economy and Timing of Fiscal Policy Adjustment
12:23 • 7min
Possibility of Fed Rate Cuts and Introduction to Planet Money Podcast
19:43 • 2min
Argentina's New Leader and Economic Hope
21:19 • 13min
Pleasure of Talking, Thanksgiving, and Black Friday Sale Prep for 2024
33:58 • 2min