

Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard
Oct 31, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 4min
Why Do You Think Inflation Will Remain High?
03:49 • 5min
Is Your Net Savings Position Negative?
08:50 • 3min
Inflation Will Stay Robust in Light of the Recession
12:03 • 2min
Inflation Will Go Down. That's the Vincent De Loire.
14:06 • 3min
Is 2% the End of the World?
17:35 • 3min
Is That a Good Thing?
20:08 • 3min
I Star Is a Natural Inflation Rate
23:20 • 3min
Why Is the Mainstream Narrative Wrong?
26:21 • 3min
Is 2% a Better Choice Than Every 20 Years?
29:01 • 5min
Is There a Trend That Takes a Decade or Two?
34:25 • 4min
The Holy Trinity Portfolio
38:12 • 4min
Is the E4E Going to Be a Micro Session?
42:39 • 2min
The S&P 500 Is Not a 3000, What Are the Reasons?
44:15 • 2min
Is a Fed Pivot So Bullish for Stocks?
46:40 • 3min
Is There a Deep Recession?
49:30 • 2min
Why Couldn't a Deep Recession Happen?
51:31 • 6min
The Holy Trinity
57:21 • 2min
Investing in Commodities
59:27 • 3min
EPS Growth in Healthcare Outpaces Growth in Tech
01:02:00 • 5min
Is the Energy Sector Bullish?
01:06:34 • 3min
Are You Worried That Europe's Storage Tanks Will Frozen?
01:09:11 • 2min
What Have You Made in the Absolute Chaos in the Long-Term Government Bond Market?
01:11:10 • 4min
Are You Bullish on Gold and Brazilian Equities?
01:14:46 • 2min
What Are Some of Your Favorite Finance Books?
01:16:41 • 4min