2023 Stagflation Scenarios… and 3 Sectors to Own Now

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This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.

In this edition, you’ll hear Vincent and me discuss...

● The trifecta of trends that caused the current inflationary environment

● Why an economic slowdown won’t cure inflation

● The three sectors every investor should own today

If you want more of Vincent Deluard’s excellent research, sign up for a free trial to his StoneX reports: https://marketintel.intlfcstone.com/M....

You can also follow him on Twitter at   / vincentdeluard  .

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Video Time Stamps:

0:00 – Introduction
1:11 – The three macro trends that triggered the inflationary storm
4:48 – America’s retirement crisis
7:20 – A perfect recipe for stagflation
10:21 – The little-known challenge facing the US labor market
14:02: – Why oil could return to $100 a barrel
17:21 – The one stock market sector that stands to gain from inflation
21:05 – Where the inflation rate is headed and why it may stay there for a decade
25:00 – How the “Holy Trinity Portfolio” could protect your investments