This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy!
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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00:00 Introduction
02:17 The Rise Of Secular Inflation
10:50 Mantra Ad
11:56 Geopolitical Risk, Oil & The Inflation Feedback Loop
16:43 The U.S Dollar Is Still The Best Safe Haven
21:21 The Rise Of Fiscal Dominance: Gradually, Then Suddenly
26:08 The Inflation Spiral
35:39 Permissionless Ad
36:17 A Recession Free Future
42:18 Oil
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Disclaimer: Nothing discussed on On The Margin 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.
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