Episode Details

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