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Vincent Deluard

Director of global macro at StoneX, sharing insights on macroeconomic trends and market forecasts.

Top 10 podcasts with Vincent Deluard

Ranked by the Snipd community
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35 snips
Dec 15, 2024 • 1h 22min

The Treacherous Last Mile of Inflation | Vincent Deluard on France, 2025 U.S. Fiscal Drag, COLA Pain, and the U.S. Healthcare Price Spiral

Vincent Deluard, Director of Global Macro at StoneX, shares his insights on the perilous economic landscape leading up to 2025. He discusses how a lower 2024 inflation rate will squeeze government benefits like Social Security through COLA adjustments. Deluard warns of a strong U.S. dollar impacting corporate earnings and predicts potential spending cuts at state and local levels. He also provides a keen analysis of the political turmoil in France and its broader macroeconomic implications.
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23 snips
May 2, 2024 • 1h 25min

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

Financial strategist and author Vincent Deluard discusses investing in a recession-free future, China's currency crisis, long-term debt cycle, healthcare inflation, and strategies for navigating high inflation. Insights on asset allocation, the Fed, and the Japanese Yen provide a holistic view on preparing for a secure financial future.
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11 snips
Oct 11, 2023 • 46min

Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal

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.
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7 snips
Aug 29, 2023 • 1h 7min

Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear

Vincent Deluard, Director of Global Macro at StoneX, discusses the hidden forms of government stimulus and why they will be less of a factor in 2024, leading to a slowing US economy. He reaffirms his long-term inflationary view and explains why he is bearish on US stocks and prefers international stocks. Other topics include the shift from monetary policy to fiscal policy dominance, the impact of higher interest rates and quantitative tightening, and the complexity of inflation.
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6 snips
Sep 21, 2024 • 1h 3min

Weekly Recap: Fed Cuts! China Slowdown, U.S. Fiscal Bomb & Crypto Eureka

EJ Antoni, a fiscal expert, discusses key issues like the state of the federal budget and unregulated credit card rates. Michael Howell analyzes China's economic slowdown and rising U.S. debt levels. Noelle Acheson reflects on politicians' economic influence, while Vincent Deluard breaks down the implications of the Fed's recent rate cut on the economy. The discussions reveal concerns about inflation, the stock market, and the complexities of tax policies that seem to serve political agendas.
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5 snips
Sep 19, 2024 • 53min

Fed Super-Sized Rate Cut! Vincent Deluard Analyzes the 50 bps Cut

Vincent Deluard, Director of Global Macro at StoneX, shares expert insights on the recent 50 basis points interest rate cut by the Fed. He delves into market reactions and the implications for stocks and bonds, highlighting the challenges of inflation and growth. Deluard discusses unconventional indicators, like haircut prices, to explain labor cost trends and emphasizes the potential for increased market volatility. He also analyzes the contrasting performances of tech and value stocks amidst this evolving economic landscape.
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4 snips
Mar 19, 2024 • 47min

MH+ Ep.31 Dark Side of The Moon (guest: Vincent Deluard)

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.
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Nov 27, 2023 • 35min

Will Risk Assets Keep Rallying Into 2024?

Harry Melandri, advisor at MI2 Partners, and Vincent Deluard, Director of Global Macro at StoneX, discuss risk assets and the global economy. They also delve into Vincent's Macro Roadmap and potential QE by 2026.
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Jun 29, 2024 • 1h 52min

Crisis At The Core (Guest: Vincent Deluard & Kuppy)

Vincent Deluard from Stone X shares trades amidst French election. Kuppy joins for insights on political turbulence. They discuss market reactions, Euro Yen movement, cheese conversations, tech companies impact, uranium market insights, and investment strategies. Analyze S&P 500 performance, market news impact, and volatility navigation with options. Bitcoin's price movement, credit market weaknesses, and beer tasting discussions add a fun twist to the episode.
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Aug 19, 2023 • 0sec

MH+ Ep.10: Kevin chats with Vincent Deluard

Vincent Deluard, Director of Global Macro Strategy from StoneX Group Inc., joins Kevin to discuss inflation and the challenges faced by the economy. They explore topics like distorted healthcare costs, the second wave of inflation, factors contributing to economic stimulus, projected increase in healthcare needs, and the potential of AI in healthcare. They also have a fun chat about the TV show Emily in Paris and its characters.