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cover of episode MacroVoices #454 Vincent Deluard: The Five Body Problem

MacroVoices #454 Vincent Deluard: The Five Body Problem

2024/11/14
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Macro Voices
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Vincent Deluard
预测世俗通胀和探索影子经济的StoneX宏观策略主管。
Topics
Vincent Deluard认为，尽管近期通胀数据有所下降，但这只是暂时现象，长期通胀的趋势并未改变。他指出，各国政府对新冠疫情的应对政策才是导致通胀的主要原因，而特朗普的民粹主义政策将进一步加剧通胀。此外，他还分析了影子经济的兴起，指出科技发展使得人们更容易在主业之外获得收入，从而增强了经济的韧性。他还认为，黄金价格的短期下跌是市场轮动到比特币的结果，但长期来看，黄金仍然是值得投资的资产。 Erik Townsend对特朗普政府的政策方向表示担忧，特别是其对加密货币的立场。他认为，特朗普鼓励加密货币发展的政策可能会对美元的全球储备货币地位构成威胁。

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Chapters
Vincent Deluard discusses the ongoing secular inflation and its potential exacerbation under President Trump's policies.
  • Secular inflation is a long-term trend, not a short-term event.
  • Inflation measures like CPI may not fully capture the true extent of inflation.
  • Trump's policies could potentially exacerbate inflation due to increased fiscal spending and reduced immigration.

Shownotes Transcript

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Vincent Deluard. They’ll discuss secular inflation, the gig economy, and what Vincent calls the 'shadow lending and savings markets.' He’ll also share his outlook on precious metals post-election and introduce a new theory: The '5-Body Problem.' https://bit.ly/3UT7cQN)

⚫ Follow Vincent on X: https://www.x.com/VincentDeluard)

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🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1)

 

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