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Forward Guidance

Forward Guidance

Thu May 02 2024

Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle

China's EconomyCurrency DevaluationEconomic FocusDebt CycleNominal Growth

This episode covers various topics including the impact of silver discovery in Bolivia on China's economy, China's approach to currency devaluation, China's shift in economic focus, the long-term debt cycle and government deficit spending, nominal growth, interest rates, and federal tax collections, inflation measurement and rent prices, disparities in the real estate market and Federal Reserve interest rate cuts, potential impact of US presidential election on economic policies, labor market, inflation, and fiscal dominance, investment strategies for inflation hedge, gold as a hedge against inflation and Japan's economic challenges, exchange rates, interest rates, and equity investments, and inflation, interest rates, and financial sector investments.