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EssentialThe Essential Conversation

The 2020s: A Decade of Structural Inflation

Featuring Vincent Deluard and Maggie Lake

Aug 29, 2022 • 65 minutes

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Essential

The Essential Conversation

The 2020s: A Decade of Structural Inflation

Markets are betting on a normalization of inflation next year and beyond - Vincent sits squarely on the other side.

Featuring Vincent Deluard and Maggie Lake

Aug 29, 2022 • 65 minutes

As investors stake their hopes in a Fed pivot, the current consensus view for the rest of 2022 entails policymakers curbing the effects of inflation through rate hikes and liquidity reduction with slowing growth. Vincent Deluard, director of global macro at StoneX, disagrees that this is a likely scenario with more structural dynamics at play that will keep inflation elevated for longer. Along with Real Vision’s Maggie Lake, he walks through what he believes are the three great shortages—energy, labor, and trust—that will result in a decade of structural and sustained inflation. Recorded on August 17, 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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