All Roads Lead to Secular Inflation? | With Vincent Deluard

Описание: 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 – Inflation Fears Return as Oil Prices Stay Elevated

Transcript_Deluard
00:00 - Introduction: Talking Markets with Vincent Deluard
01:09 – Why Energy Is the Best Hedge Against Inflation
03:28 – Will the Oil Spike Fade or Stay Elevated?
05:10 – The Strait of Hormuz Risk and Global Energy Supply
05:56 – Why Countries Will Stockpile Energy Going Forward
08:59 – Market Rotation Into Tangible Assets: Energy, Gold, and Commodities
11:13 – Are We Entering a New Inflationary Regime?
15:25 – Vincent Deluard’s “Holy Trinity” Investment Strategy
18:58 – Energy, Healthcare, and Financials Explained
21:03 – How AI Will Drive Massive Energy Demand
23:39 – Why Healthcare Could Be the Biggest AI Winner
27:56 – The Private Credit Risk Facing the Financial System
29:46 – Why Bonds May Underperform in the Years Ahead
31:12 – What Could Trigger a True Secular Bear Market
32:22 – Replacing the 60/40 Portfolio With Hard Assets and Cash
35:10 – The Case for a Major Bear Market in 2026–2027

*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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