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Erik Townsend and Patrick Ceresna welcome Vincent Deluard to MacroVoices. Erik and Vincent discuss:

  • Secular Inflation & The Pandemic
  • President Trump’s Policies & Their Impacts 
  • Gold & Crypto Markets
  • Shadow Economy & Their Role
  • US Dollar, China Stimulus & Nuclear Energy

 

Download the podcast transcript: [Click Here]

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Vincent is the global macro strategist for StoneX, where he authors weekly research reports on global macro trends, flows, European capital markets and quantitative topics. Vincent advises large pension funds and other institutional investors on asset allocation and risk management. Prior to joining StoneX, Vincent served as the Europe Strategist for Ned Davis Research Group. In November 2013, Vincent was awarded the Euromoney Padraic Fallon Editorial Prize for his in-depth study of the European debt crisis. Prior to joining Ned Davis Research, Vincent was the Executive Vice President of TrimTabs Investment Research, where he headed the firm’s quantitative research. Vincent’s work is often featured in the Financial Times, Wall Street Journal, and Barron’s and he is a frequent contributor on Bloomberg, CNBC, and RealVision. Vincent is an adjunct professor of finance for McGill University and Saint Mary’s College and taught at Golden Gate University’s Executive MBA program Vincent is a CFA charterholder. He completed a dual master’s degree at Sciences-Po Paris (Cum Laude) and Columbia University and speaks English, French, Italian, and Indonesian.