Inflation Still Isn't Going Back To 2%

Inflation Still Isn't Going Back To 2% | Vincent Deluard

Рет қаралды 14,344

Күн бұрын

This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy!
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00:00 Introduction
02:17 The Rise Of Secular Inflation
10:50 Mantra Ad
11:56 Geopolitical Risk, Oil & The Inflation Feedback Loop
16:43 The U.S Dollar Is Still The Best Safe Haven
21:21 The Rise Of Fiscal Dominance: Gradually, Then Suddenly
26:08 The Inflation Spiral
35:39 Permissionless Ad
36:17 A Recession Free Future
42:18 Oil
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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.

Пікірлер: 95

@Sanchyfab 2 ай бұрын

Good point.. the market has been crazy lately, a few surprises here and there.. with all the global happenings taking place I think it’s safe to say that a severe global recession is looming..

@reginaldhufenstien 2 ай бұрын

Oh yeah! You can definitely say that, it does worry me a bit, but not as much as it would worry the average guy, my investment portfolio has survived a couple of recessions unscathed, been privileged to be guided under the stewardship of an extremely gifted investment manager by the name Eric Paul Elmer

@Andres_853 2 ай бұрын

Oh really ?! Tell me more!

@reginaldhufenstien 2 ай бұрын

Sure.. Eric Paul Elmer has a really unique gift of being able to looking far ahead down the road to spot future investment portholes and possible major mishaps, so he helps me make the safest investments and also helps me hedge all my investments against possible future downturns

@roseyfischer 2 ай бұрын

Wow! I just looked him up on Google, looks like someone who has been in the game for long and knows exactly what he’s doing. Personally I’ve had some “not-so-good” encounters with portfolio managers in the past but this your guy strikes me as an upstanding guy...

@camela8445 2 ай бұрын

Oh yeah! I can certainly vouch for him too on that.. he can streamline your investment based on your personal future goals and the uniqueness of your financial situation, such that both your current and future financial goals are put in view and adequately provisioned for.

@KennethLSg 2 ай бұрын

I love Vincent. Super smart and clear.

@aaronalto3034 2 ай бұрын

You are the coolest Vinnie!

@moneycrab 2 ай бұрын

This was very smart. Lowkey loved the Biblical references

@Ricgibs 2 ай бұрын

How are you guys coping with this inflation? Even with the downturn of economy and ever increasing life standards

@arktom7335 2 ай бұрын

Stacey Macken's strategy has been instrumental in helping me navigate the past few months. Without it, I don't think I would have made it through

@Georgina705 2 ай бұрын

Stacey demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

@nissan38p69 2 ай бұрын

I remember giving her my first savings $20000 and she opened a brokerage account for me it turned out to be the best thing that ever happened to me.

@robertgreg6009 2 ай бұрын

Yes I can believed that, I got victory with her, was so sad after receiving the first pay knowing I invested so low with fear

@FranklyHunt 2 ай бұрын

Her expertise is truly commendable. She has this skill of making complex crypto concepts easy to understand..

@crgregersen 2 ай бұрын

Please remove the music in the "summary" in the start. High inflation and high yields is not a problem in itself and yes you can do fine with 4-5% inflation. But the current pricing of assets are ZIRP based, they would have to be repriced. I think this issue was missed in the discussion.

@nobobonobo 2 ай бұрын

All inflation is a problem because it's theft by the government to fund the wars and welfare state

@RPSartre01 2 ай бұрын

Well we never imagined it would go to 2 percent in the past but it did!

@steviechang 2 ай бұрын

Wow the plant is looking great. Ain't no 'transitory' let's hope!

@nicholasscholten4838 2 ай бұрын

I have seen that livingroom and piano before.

@Anon-0-Mouse 2 ай бұрын

Higher rates discourages investment in new supply, by making investment more expensive, encouraging industry consolidation, and decreasing demand. Eventually the lack of new supply and the consolidation shows up as inflation.

@KthHardman 2 ай бұрын

One thing to note if the market is efficient and you are a long tips short TLT You are not just long inflation rate you are short inflation risk premium that should be contained inside TLT

@Poochie1 2 ай бұрын

Wow, this looks like the evolution of Charlie Harper's house!

@MarysonMarvis 2 ай бұрын

This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!

@AlisonMac-wx7ri 2 ай бұрын

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Devion Jane

@MaxwellJames-dn3ci 2 ай бұрын

I agree just reached my goal of $500k yearly trade earnings. Setting realistic goals is an essential part of trading..

@MarysonMarvis 2 ай бұрын

Please educate me, i'm willing to make consultations to improve my situation,

@AlisonMac-wx7ri 2 ай бұрын

Her technical analysis is excellent and her interpretation/projections of the market are so accurate I sometimes ask myself is she is a human The point she is the perfect trader to follow for advice and guidance

@JosephineLangford-jo3ej 2 ай бұрын

Wait is this the same lady? That helps me with 17k investment “wow" such a small world..

@clays7741 2 ай бұрын

Question... He said Long Tips and Long short term treasuries??

@Mary-iy4hc 2 ай бұрын

Thought it was long Tips and short Treasury bonds.

@jeffklugman9757 2 ай бұрын

reinhart and sbrancia, imf working paper jan 2015, "the liquidation of gov't debt" = financial repression. i sure at least one of the many phd's at the fed has read it.

@LauraMills99 2 ай бұрын

I know nothing about trading /investment and l'm keen on getting started. What are some strategies to get started with?

@Doyle47 2 ай бұрын

As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided by a widely known crypto consultant

@Doyle47 2 ай бұрын

Mrs Kathy Lynne Colby

@KSTTN 2 ай бұрын

This is correct, Kathy's strategy has normalized winning trades for me also and it’s a huge milestone for me looking back to how it all started..

@7EyesOrtiz 2 ай бұрын

Kathy is considered a key Crypto Strategist with one of the best copy Trading Portfolios and also very active in the cryptocurrency space.

@CassieH4 2 ай бұрын

The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

@vitalsigns6403 2 ай бұрын

The FED was never serious about bringing in the required medicine: deflation, not disinflation. Rates & QT are not restrictive enough, no mbs sales, etc. Inflation “higher for longer”. Where is my debt forgiveness and stimmy bro?😎🤦🏻🤡

@georgealami6366 2 ай бұрын

First

@libertysprings2244 2 ай бұрын

Yes in the 1950s when inflation got higher, the president told Congress they had to lower the deficit to control it. Now the president just tells congress to go ahead.. spend, spend, spend. And blame inflation on anything but the real cause... their spending.

@DatDadDru 2 ай бұрын

So we stay at 5% inflation with rates at 5.25%? I don’t see how any of this is sustainable with government spending so high, I think we are not counting in the governments appetite for spending on not only entitlement programs but also military spending. The currency debasement rate vs how fast growth companies can accelerate seems improbable. We are screwed without austerity measures let’s be honest with ourselves.

@DatDadDru 2 ай бұрын

The likely scenario is yield curve control it kinda saved Japan but if you look at the yen currency pair to different commodities it didn’t pan out well for them.

@francisravenscroft-dw6gi 2 ай бұрын

Are we seeing the US moving into a war economy? The government issues bonds to print money to spend on weapons, which means more dollars into production, which keeps the population employed. Helpfully higher inflation also reduces the long term cost of US government debt. It will also lead to more stealth taxes, leading to more inflation, reducing the actual value of government debt even further. :)

@ericfrith6358 2 ай бұрын

Delouard is the only talking head who actually thinks about what's good for society rather than just people who already own plenty of assets. Without a healthy society, assets are, in the long run, meaningless.

@mattanderson6672 Ай бұрын

Defund the government, stop paying tax Thanks

@easterntechartists 2 ай бұрын

Is this the le shrub guy?

@erbterb 2 ай бұрын

I imagine those fake backgrounds to hide a prison cell in a maximum security facility. A financial black site where they torture you for your hash.

@gringadoor5385 2 ай бұрын

Fake ass background behind Vincent.

@tonynewman3631 2 ай бұрын

The real background has a bunch of folks snorting coke from hookers butts.

@lustgarten 2 ай бұрын

Fake living room. why?

@davebrewer7170 2 ай бұрын

What is up with music in the intro? Intern didn’t have anything better to do? Get the interns to clean toilets, stop them from putting in the evil annoying background music