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Real Vision: Finance & Investing

Is This a Trampoline Landing? With Vincent Deluard

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 9 August 2023

⏱️ 35 minutes

🧾️ Download transcript

Summary

SAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chance Vincent Deluard, director of global macro strategy at StoneX Group, joins Maggie Lake to discuss his "Trampoline Landing" theory, why he sees a second wave of inflation coming, and what's making him so bearish equities. In the second half of the show, Vincent explores whether the U.S. has peaked and where to find value in international investments. You can find more of Vincent's work here: https://marketintel.intlfcstone.com/MIPublic/Landing Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:30.4

Our story begins in 2014. After the largest financial crisis, the world had ever experienced

0:36.6

since the crash of 1929. Since then, we've made it our mission to democratize the very best

0:42.6

financial intelligence. We broke the story of Bitcoin in 2014 before the general public

0:48.6

even knew what it was. We've made award-winning documentaries and series about some of the

0:53.6

most important economic and geopolitical events of our time that have amassed millions

0:58.5

of views across platforms. And we've spoken with investing legends about trends years

1:03.9

before they played out. Here at Real Vision, we don't follow the news, we make the news.

1:09.2

This week on social media, we'll be showcasing some of the most important pieces in our history,

1:14.4

unlocking some of them for you to watch for free and sharing important takeaways from

1:18.7

them that will be useful for you in today's markets. So be sure to tune in. We also have

1:24.1

a very special offer just for you guys. To learn more, simply click on the link in the

1:28.8

description or scan the QR code.

1:52.3

Is this a trampoline landing for the US? Hi, everyone. Welcome to this extended Real Vision

1:57.1

Daily Briefing with me today is Vincent Delaward, Director of Global Macros Strategy

2:01.5

at StoneX. Hi, Vincent. It's great to see you again. Happy to be here and very happy that

2:08.9

you use my trampoline landing moniker. I'm trying to get that to trend on Twitter and

...

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