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Vincent Deluard

Director of Global Macro at Stonex, known for his accurate inflation predictions and insights on macroeconomic trends.

Top 10 podcasts with Vincent Deluard

Ranked by the Snipd community
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45 snips
Nov 14, 2024 • 1h 19min

MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN ⚫ Follow Vincent on X: https://www.x.com/VincentDeluard 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/48NM7No   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna   🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/   🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials
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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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17 snips
Mar 12, 2025 • 1h 5min

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

Vincent Deluard, Director of Global Macro at Stonex, shares his keen insights on inflation forecasts and macroeconomic trends. He discusses the economic challenges posed by Trump's shifting tariffs and their impact on inventory management. Deluard critiques media narratives on stagflation and offers a fresh perspective on consumer resilience. He also analyzes the recent drop in Treasury yields and the implications of rising foreign yields on U.S. markets, highlighting the evolving landscape of global investments.
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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.