On today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation.
Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinflation. To hear all this and more, you'll have to tune in!
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Referenced In The Show:
Clip: Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk
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Timestamps:
(00:00) Introduction
(00:55) Why Is 2023 Data So Strong?
(05:28) Turns Out... Europe Didn't Freeze
(10:19) Liquidity vs The Economy
(13:00) Blockworks Research
(14:33) Becoming An Early Inflationista
(21:47) Inflation Is The Solution
(30:46) The End of Secular Disinflation
(35:33) Permissionless 2023
(36:17) The Fourth Turning
(40:53) The Key To Inflation Is Trust
(44:19) Preparing For The Coming Decade Amid Secular Inflation
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.