What podcasts say about Vincent Deluard
Every statement, with the speaker, the exact quote and the moment it was said.
What Vincent Deluard has said on podcasts
31 statements · 9 positive · 19 negative · 1 mixed · 2 neutral
Over 70% of U.S. stocks trade below their 200-day moving average.
“More than 70% of U.S. stocks are trading below the 200-day moving average.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 1:28
U.S. index support may not continue much longer.
“we may not be able to keep that for much longer.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 2:28
Vincent is becoming bearish on stocks.
“I'm turning bearish on socks.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 6:30
Vincent would reverse his equity and duration positioning.
“I would flip.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 6:51
Higher yields are becoming a problem for stocks.
“we are starting to see attractive level of yields that I think are becoming a problem for the stock market.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 6:53
Current consumption supported by asset withdrawals cannot continue.
“this can't last.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 9:10
The bull market’s justification has become circular and self-referential.
“Eventually, the sole justification for the bull market is the bull market itself. It's a very circular argument.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 9:15
A major Democratic sweep is expected in the midterm elections.
“That would be my expectation.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 11:21
No meaningful Fed or fiscal support is expected over the next two years.
“I don't see any of these puts in the next two years.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 13:35
The global economy effectively faces oil prices of $150–$200 per barrel.
“effectively, we are living in $150 to $200 oil world.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 16:08
Chinese producer-price inflation is running around 5–6%.
“now ppi is running at five six percent”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 16:37
The next economic shock will produce inflation through the policy response.
“I don't know what the next shock will be, but I know it will be inflationary because the policy reaction will be inflationary.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 17:10
Agriculture poses the greatest risk for the next inflation shock.
“I would be most worried about the ag part of the equation”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 18:39
Normal stock correlations would imply a VIX near 40.
“The VIX would be around 40, if that were the case.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 24:27
The dominant AI investment narrative is losing strength.
“The main narrative is getting tired, this kind of AI story.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 25:53
Europe currently resembles Japan’s 2011–12 condition, but worse.
“Europe today is where Japan was in 2011-12, just uglier.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 26:58
A weaker euro would restore European growth.
“Weaker euro will work.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 31:33
Europe’s currency weakening will occur through successive crises.
“it's just going to happen in a nasty way through a sequence of crisis.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 34:03
The euro may fall substantially, potentially to 0.8 or 0.6.
“the euro much, much weaker, maybe 0.8, 0.6.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 34:22
Asian currencies are attractive investments.
“I like the Asian currencies.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 35:41
Japan is emerging from its debt crisis.
“I think Japan is going out of the debt crisis.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 35:43
The Japanese yen is an attractive position.
“The Japanese yen would be one that I like.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 36:23
The Bank of Korea will need to raise interest rates.
“My expectation is that the Bank of Korea will have to raise rates”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 38:40
Vincent is becoming bullish on bonds.
“i'm kind of turning bullish on bonds”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 40:10
Attractive international investment opportunities will emerge over time.
“I do think that over time, great investment opportunities will emerge.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 40:56
Capital should eventually be deployed into discounted French luxury stocks.
“I wouldn't rush to trade, but that would be how I would deploy capital.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 42:58
The United Kingdom would benefit relative to Europe from the eurozone debt crisis.
“The UK would benefit, relatively speaking, from the eurozone debt crisis.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 43:54
A long-UK, short-Eurozone equity pair trade could work.
“I could see the UK on a pair trade. You know, you would be kind of short Eurozone equities and then you'd be long UK against it.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 45:43
Markets may expect unconventional inflation measurement or policy developments.
“the market is thinking there's going to be some goofy stuff with inflation.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 51:05
France currently meets all major markers of a severe sovereign debt crisis.
“Perfect hit for France. We hit every single marker of a severe debt crisis.”
Open the episode · StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655Listen at 57:12
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.