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Real Vision: Finance & Investing

Will Risk Assets Keep Rallying Into 2024?

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.11.1K Ratings

🗓️ 27 November 2023

⏱️ 36 minutes

🧾️ Download transcript

Summary

🔥 Cyber Monday: Get 𝟱𝟬% 𝗢𝗙𝗙 across ALL our annual membership tiers https://rvtv.io/40Mle8t Harry Melandri, advisor at MI2 Partners, is joined by Vincent Deluard, Director of Global Macro at StoneX, is here to break down the latest developments in risk assets and the global economy. We'll also take a look at Vincent's Macro Roadmap from the Taylor Swift Hangover to the potential QE he sees by 2026. Join over 5,000 attendees for the largest AI event in Asia at SuperAI Singapore, February 28-29, 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage — joining the industry's most influential minds to explore and unveil the next wave of transformative AI technologies. Go to www.realvision.com/superai for 20% off tickets and enter the code ‘REALVISION’. Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Do you know the number one obstacle to financial success, time or lack of it?

0:07.0

Without enough time you can't learn efficiently, plan effectively, or focus on the right strategies.

0:13.0

That's why Real Vision offers you a simple and efficient way to gain expert knowledge

0:18.0

using time-saving market tools and leverage the brain power of our community to help you succeed faster.

0:25.6

Get a taste of financial freedom with our offer at real vision.com forward slash free.

0:31.4

That's real vision.com forward slash free.

0:39.0

Join over 5,000 attendees for the largest AI event in Asia, Super AI in Singapore, February 28 to 29,

0:48.0

2024.

0:49.6

Edward Snowden, Benedict Evans, Bilage Shrinovasin, and over 150 others will hit the stage

0:56.1

joining the industry's most influential minds to explore and unveil the next wave of

1:02.0

transformative AI technologies.

1:04.4

Singapore will become a vibrant AI hub for a week from February 26

1:09.5

to March 3rd with over 150 side events that will make for unparalleled networking opportunities.

1:17.0

Visit W. Real Vision.com forward slash super AI for 20% off tickets with the code Real Vision Daily Briefing. It's Monday, November 27th. I'm Harry Mulantry from

1:42.4

MI2 Partners filling in for the much better looking Magi Lake.

1:47.0

I'm joined today by Vincent Deluard, Director of Global Macro Strategy at Stonex, Vonsau, how are you doing?

1:55.0

Maxine, I'm very happy to be here and I miss Maggie, but I'm very happy to be speaking with you today.

2:01.0

I miss Maggie too. I'm just no replacement really I really I'm do I'll do my best for what little I can do I'll do it

2:08.0

so Vincent Vinson you were saying that if people that Real Vision know you, they know you as the inflation guy,

2:16.0

and the question is whether inflation is reset to a higher level.

2:22.0

Talk to me about that. Are you still thinking the same?

2:28.4

Over the long term, yes, very much so I think we are, you know, great reset. I'm not saying that in a

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