| Want a transcript? Sign up for our free weekly e-letter, and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC 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/MIPublic/Landing. You can also follow him on Twitter at https://twitter.com/VincentDeluard. ---------------------------------------------------------------------------------------- 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 |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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