Forward Guidance

Inflation Will Run Hot For The Rest Of The Decade, Says Vincent Deluard

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