01:04:26

PlusLive

Swimming with the Whales, Running with the Bulls - Live with Vincent Deluard

Featuring Vincent Deluard

October 28 at 3:00PM • 64 minutes

161

6

Plus

Live

Swimming with the Whales, Running with the Bulls - Live with Vincent Deluard

Vincent Deluard, CFA, explores the driving forces behind this year's market corrections as well as how secular stagnation is good for stocks.

Featuring Vincent Deluard

October 28 at 3:00PM • 64 minutes

Editor Max Wiethe joins Vincent Deluard, CFA, of StoneX to explore the driving forces behind this year’s market corrections as well as how secular stagnation is good for the stock markets despite the detriment it causes the economy at large. With macro variables such as an uncertain U.S. election outcome and the stimulus negotiations in flux, Deluard guides viewers deeper into the weeds by explaining how passive flows — specifically, target date funds — could be one of the culprits behind this year’s extreme market gains and losses. As a result, Deluard projects how the culmination of liquidity and macro risks may cause further turmoil through November with the possibility of the "whales" to re-emerge at the end of the fourth quarter. In the long-term, Deluard also discusses why secular stagnation spells good news for U.S. stocks, how a functioning economy tempers a raging bull market, and whether the Fed will eventually be forced to adopt yield curve control. Show More

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Plus Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In