Real Vision: Finance & Investing Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal
11 snips
Oct 11, 2023 
Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss the risk of elevated inflation in the U.S. economy, the potential impact on risk assets, and the steepening of the yield curve. They also touch on topics like festival learning, the cryptocurrency market, Paul Tudor Jones' stance on gold and Bitcoin, and the challenges of moving away from China.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
The Concept of Festival Learning and Partnering with Ledger for Crypto Education
02:58 • 2min
Revolutionary Figures and Learning Opportunities
04:38 • 6min
Casual exchange, sponsor break, Festival of Learning, and macro conversation
10:36 • 2min
Supply and Demand in the Trading Market
12:56 • 12min
Bank of America's underwater position, Paul Tudor Jones' take on gold, Bitcoin, and yield curves, and the impact of fiscal deficit on the economy
24:35 • 4min
The Impact of Higher Long-Term Rates on the Equity Market
28:24 • 13min
Challenges of Moving Away from China and the Festival of Learning
41:23 • 2min