Скачать или смотреть All Roads Lead to Secular Inflation? | With Vincent Deluard

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss Iran's "Pandora's Box," an update on what he called his trade of 2026 back in January (energy - nailed it!), and why he thinks "all roads lead to secular inflation."

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Chapters:
00:00 – Introduction: Secular Inflation Is Back
02:25 – Why Energy Was the Trade of 2026
05:10 – Iran’s “Pandora’s Box” and Oil Shock Risk
08:40 – Why Markets Are Underpricing Geopolitics
11:55 – The Structural Shift From Disinflation to Inflation
15:20 – Fiscal Dominance and Government Spending Boom
18:45 – The Fed’s Limited Options in a Sticky Inflation World
22:10 – Bond Market Breakdown and Higher Yields Ahead
25:35 – Equity Valuations vs Rising Rates Risk
28:50 – Private Credit and Hidden Systemic Fragility
32:15 – Liquidity Cracks Beneath the Surface
35:30 – Commodities Supercycle Setup
38:40 – Dollar Outlook and Global Capital Flows
42:05 – Portfolio Positioning for Secular Inflation
45:20 – Final Warning: All Roads Lead to Inflation

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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