Episode 56 :Is the "Geriatric" Bull Market in Trouble? With Vincent Deluard
About this episode
Vincent Deluard discusses warning signs in the market and potential tipping points for a secular bear market.
Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss the warning signs he's seeing in stocks, bonds, and the economy. Could we be heading for a secular bear market this summer? Vincent sees a lot of potential tipping points for that to happen. Follow Vincent on X: https://x.com/VincentDeluard Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse Timestamps: 00:00 – Is the “Geriatric” Bull Market Nearing a Tipping Point? 01:40 – Oil Prices, Iran Tensions and Why Markets Aren’t Panicking 03:30 – IPO Mania: Could SpaceX Mark the Market Top? 05:20 – The Wealth Effect Is Running on Fumes 07:50 – Why College-Educated Millennials Are Starting to Crack 10:20 – Tax Collections, Savings Rates and Consumer Stress Signals 13:00 – The K-Shaped Economy Is Splitting Again 15:20 – Permanent Stimulus: Who Really Benefits From Fiscal Spending? 18:00 – Corporate Welfare, AI Spending and Rising Political Tensions 20:30 – Are We Already Living Through Stagflation? 23:00 – Inflation’s Second Wave and Why Markets May Be Misreading It 25:10 – Kevin Warsh’s Fed: Trapped Between…
More episodes of Maggie Lake Talking Markets
- Episode 57: Setting Up For The Next Big Moves. With Dale Pinkert
- Episode 55: How Low Can Oil Go? With Dale Pinkert
- Episode 54: What Wins Fear or Greed? With Quinn Thompson
- Episode 53: Is the S&P Rally A Bull Trap? With Dale Pinkert
- Episode 52: Which Trade Wins - Commodities or Tech? With Tony Greer
- Episode 51: Run From Tech Stocks! With George Noble
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