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The Market Huddle
MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)
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.
47:11
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Quick takeaways
- Vincent Deluard discusses quadrant investing strategy for different economic regimes and suitable asset classes.
- The podcast explores Federal Reserve's challenges in raising rates, potential impact on bond market, and stock valuations.
Deep dives
Vincent de Loile's Quadrant Investing Strategy
Vincent de Loile discusses his quadrant investing strategy which divides economic regimes based on growth and inflation levels. He highlights different asset classes suitable for each quadrant, such as tech stocks for disinflationary growth and gold for stagflation.
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