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Why Recessions Are Dead & How to Invest in The Debasement Era | Macro Investor Vincent Deluard
Why do recessions feel like a relic of the past? Macro strategist Vincent Deluard argues we’ve entered an era where fiscal dominance, structural inflation, and relentless asset debasement reshape how capital flows and how investors must position themselves. We cover the U.S. supercycle, the role of tech and energy, why the “2% inflation target” is dead, and what a portfolio looks like in the age of permanent stimulus. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🎩DEGEN | JOIN THE COMMUNITY https://bankless.cc/degen ------ TIMESTAMPS 0:00 Intro 3:33 The Next 10 Years 5:47 The Mind of a Pension Fund Manager 8:25 US Dominance 26:17 Dominance Shift 37:21 AI Bubble? 41:19 Inflationary Forces 52:40 Inflationista Thesis 58:36 Fiscal Dominance 1:03:38 Trump vs The Fed 1:09:41 Are Debt Cycles Inevitable? 1:12:26 Are Recessions Dead? 1:20:27 Portfolio Construction 1:26:21 Emerging Markets 1:33:45 Gold 1:37:42 Closing & Disclaimers ------ RESOURCES Vincent Deluard https://x.com/vincentdeluard StoneX https://www.stonex.com/en/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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