How I Called 2026's Biggest Rally | Vincent Delaurd

The conversation centers on Vincent Deluard's 2026 economic outlook, highlighting a "nominal growth bubble" fueled by strong tax collections and potential fiscal stimulus. Deluard argues that despite widespread pessimism and a possible stock market bubble, the US economy is growing rapidly, driven by both the formal and gig economies. He points to a forthcoming $200 billion tax refund and potential tariff checks as catalysts for further growth. Deluard expresses skepticism about productivity booms and the Fed's influence, suggesting political motives behind potential rate cuts. He advocates for international asset diversification, noting excessive domestic focus and potential risks in US markets. Commodities and precious metals are viewed as transitional solutions amid global trade imbalances.