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Forward Guidance
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
May 2, 2024
01:25:09
Snipd AI
Financial strategist and author Vincent Deluard discusses investing in a recession-free future, China's currency crisis, long-term debt cycle, healthcare inflation, and strategies for navigating high inflation. Insights on asset allocation, the Fed, and the Japanese Yen provide a holistic view on preparing for a secure financial future.
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Quick takeaways
- Allowing currency equilibrium can prevent risks like China's historical currency challenges.
- Balancing debt sustainability and asset values is crucial amidst potentially significant economic shifts.
Deep dives
Analysis of China's Fixed Exchange Rate Policy
Maintaining a fixed exchange rate can have perilous consequences, as illustrated by historical events such as China's bi-metallic standard between gold and silver. The discovery of silver in the 16th century led to significant challenges for China. The analogy is drawn to modern monetary policies, inferring risks for China as well. The suggestion is for China to allow its currency to find equilibrium without maintaining fixed rates.
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Listen to the best highlights from the podcasts you love and dive into the full episode