Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard. episode artwork

EPISODE · May 7, 2025 · 36 MIN

Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.

from Maggie Lake Talking Markets · host Mags

The Fed left rates unchanged but Vincent Deluard says the real story is elsewhere. The Director of Global Macro Strategy at StoneX joins Maggie Lake to explain why the 2% inflation target is dead, why investors should fade the 2026 rate cuts, why the move into international stocks is only beginning. You can follow Vincent on X here: https://x.com/vincentdeluard Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding over $3b in assets: https://leads-inst549-client.phonexa....Disclosure: This is an affiliate link, which means we may earn a commission if you click through and open an account Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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Episode 49: The Great Rotation Into International Stocks Has Barely Started. With Vincent Deluard.

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