Episode 22: Top Trades for 26. With Vincent Deluard

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Recorded04 Mar 2026

Publisheranchor.fm ↗

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Show notes

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets today to discuss Iran's "Pandora's Box," an update on what he called his trade of 2026 back in January (energy - nailed it!), and why he thinks "all roads lead to secular inflation." Follow Vincent on X: https://x.com/VincentDeluardJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*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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“What did the council decide on item 42?” — answered with the speaker and the moment.

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