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Vincent Delaurd
Director of Global Macro Strategy at StoneX. He provides insights on currencies, commodities, and geopolitics, with a focus on global capital flows and Asian markets.
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9 snips
Jul 14, 2025
• 40min
Episode 70: Is a Correction Coming? With Vincent Delaurd.
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Vincent Delaurd, Director of Global Macro Strategy at StoneX, discusses a bold thesis on a potential "reverse currency crisis" in Asia that could challenge the US dollar's dominance. He explores the weakening dollar and emerging strength in Asian currencies, offering insights into gold, oil, and Latin American investments. Delaurd also predicts how these shifts could impact U.S. inflation and overall financial strategies, and whether we might anticipate a market correction as forces behind the 1997 crisis appear to have flipped.
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