On today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation.

Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinflation. To hear all this and more, you'll have to tune in!

Follow Vincent: https://twitter.com/VincentDeluard

Follow Mike: https://twitter.com/MikeIppolito_

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

Referenced In The Show:

Clip: Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk

Timestamps:

(00:00) Introduction

(00:55) Why Is 2023 Data So Strong?

(05:28) Turns Out... Europe Didn't Freeze

(10:19) Liquidity vs The Economy

(13:00) Blockworks Research

(14:33) Becoming An Early Inflationista

(21:47) Inflation Is The Solution

(30:46) The End of Secular Disinflation

(35:33) Permissionless 2023

(36:17) The Fourth Turning

(40:53) The Key To Inflation Is Trust

(44:19) Preparing For The Coming Decade Amid Secular Inflation

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.

Inflation's Role In The Fourth Turning | Vincent Deluard