Published on: September 10th, 2021 • Duration: 66 minutes
Are central banks nearing the apogee of their power? Vincent Deluard, Director of Global Macro for StoneX, says yes! He argues that central banks who have set interest rates to zero no longer have an iron grip on inflation, unemployment, and asset prices. This world of monetary impotence, Deluard continues, is bearish for the U.S. dollar and asset prices, and he sees opportunity in inflation-proof sectors, real assets, and options on currencies. Deluard also shares several ideas for alternatives to the traditional 60/40 portfolio, as well as his bear case for the European Luxury sector. Real Vision’s Jack Farley will be taking live questions for Deluard from Real Vision Plus members.