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EssentialThe Essential Conversation

Hard Assets, Soft Assets, and the Antidote to High Inflation

Featuring Vincent Deluard and Maggie Lake

Feb 09, 2022 • 50 minutes

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Essential

The Essential Conversation

Hard Assets, Soft Assets, and the Antidote to High Inflation

How should inflation shape your investment portfolio?

Featuring Vincent Deluard and Maggie Lake

Feb 09, 2022 • 50 minutes

It’s one thing to worry about inflation. Serious investors will do something to shape up their portfolios to meet the challenge it presents. So says Vincent Deluard, director of global macro at StoneX. Recent history favored data-collecting social media, search, and advertising companies, which rise and fall based on soft, intangible factors such as engagement. The present and very near future – defined by rising producer and consumer prices, supply-chain snarls, and the retreat of globalism – will favor companies with hard assets, tangible stuff like energy, materials, and industrials, where barriers to entry are even higher in inflationary environments. In conversation with Real Vision’s Maggie Lake, Deluard details his counterintuitively bullish take on the U.S. economy and explains how to balance hard-asset-based and intangibles-based equities inside your portfolio. Recorded February 7, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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