

MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)
4 snips Mar 19, 2024
Vincent Deluard joins for a market discussion covering FED, inflation, and deflation outlook. Explore correlations in quadrant investing and economic regimes, factors in Trump's re-election, rising service sector wages, impact of inflation on stocks, and investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Market Quadrant Beliefs and Economic Structural Deficits
03:10 • 12min
Analyzing Factors in Trump's Potential Re-election
15:08 • 8min
Analysis of Rising Haircut Prices and Wage Growth in Service Sector
22:55 • 2min
Navigating Stocks in Times of Inflation
24:40 • 19min
Insights on Investment Strategies and Self-awareness
44:03 • 3min