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Timestamps:
(00:00) Introduction
(12:50) Does China Face A Choice Between Deflation And Devaluation?
(19:38) VanEck Ad
(20:39) The Long-Term Debt Cycle
(29:30) How To Invest For A Recession Free Future
(34:40) Lags In Healthcare And Shelter Measures of Inflation
(42:03) The Fed
(55:20) Age Of Secularly High Inflation
(01:04:20) The Japanese Yen
(01:17:20) Asset Allocation Within Equity Space
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle | Forward Guidance podcast - Listen or read transcript on Metacast
