The Inflation Proof Equity Portfolio and the 7 Best Arguments Against Inflation -- Live with Vincent Deluard

In this interview with Real Vision’s Max Wiethe, Vincent Deluard of StoneX returns to provide his updated views on markets. He examines the growth path of the “MAGA” stocks (Microsoft, Apple, Google, and Amazon) in order to identify the next hyper-growth stocks and to reflect on investors’ fixation on a “growth-at-any-cost” strategy. He also tackles the seven best arguments against inflation offered, his perspective on why they don’t hold up, and his suggestions for an inflation-proof equity portfolio. In preparation for this segment, it’s highly recommended to read Deluard’s report, which is published here:

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