A Profit Recession Is Coming, An End To Inflation Is Not

1

Introduction

00:00 • 5min

2

Are You Dare You, Are You Like Brad Pitt, or Are You Sad?

05:11 • 4min

3

Is Inflation a Good Thing?

09:12 • 3min

4

Is Inflation Hitting Low Income Folks the Most?

12:03 • 3min

5

The Inflationary Engine

15:21 • 4min

6

The Wealth Effect Is Not an Effective Tool to Generate Growth and Inflation

19:28 • 3min

7

Is the Fed Cutting That Fast?

22:56 • 6min

8

Do You Think the Next Shoe to Drop Is Going to Be the Cash Flows Themselves?

28:42 • 5min

9

Bit Dot Com - The Best Cryptocurrency Trading Platform

33:49 • 4min

10

The Bankruptcy Cycle Is Going Down

37:50 • 2min

11

What's Going on With High Yield Credit Spreads?

39:52 • 3min

12

Game Over, Game Over or It's Over?

43:12 • 3min

13

What Is the Architypical Zombi Company?

46:27 • 2min

14

Apple Is Like a 70 Year Bond?

48:44 • 5min

15

Inflation, Is It a Non Linear Reaction?

53:18 • 6min

16

Is the Fed Funds Rate Going Up?

58:56 • 4min

17

Inflations Baked Into the Cake

01:03:12 • 2min

18

The Inflationary Effects of Quantitative Easing

01:05:31 • 4min

19

Europe Is Deflationary Because of Demographics

01:09:19 • 4min

20

The Five Inflation Trades - Which One Stands Out?

01:12:55 • 5min

21

Oil Futures

01:17:34 • 2min

22

Is Japan the Oter Man Outright?

01:20:02 • 4min

23

What Advice Would You Give to People That Have Nailed This Market?

01:23:50 • 5min

24

You're Short, but You R Short Convexity?

01:29:04 • 4min

25

The End of the Beginning, Not the Beginning of the End.

01:32:40 • 3min

A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard