More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken place in markets in recent years and how it affects the major asset classes that matter most to investors. His macro calls on things like the trends in inflation and the economy have not only been out of consensus, they’ve been unusually accurate. In this discussion, Vincent shares the fundamentals of his unique approach to macro analysis and how he is putting it to best use today to make sense of the rapidly changing economic environment.
Below are a few notes and links related to this episode, including Vincent’s most recent report:
- Get a free trial to Vincent’s weekly publication: StoneX
- Read his latest report: Famous Last Words: “I Like Energy”
- Follow him on X: @VincentDeluard
- Read: Three Days At Camp David, by Jeffrey E. Garten
- Read: Meditations, by Marcus Aurelius
- Read: Letters To Lucilius, by Seneca
