How to Invest in The Debasement Era

Macro strategist Vincent Deluard argues we’ve entered an age of permanent stimulus and fiscal dominance where the old 2% inflation target is history and recessions may be relics. A U.S. supercycle fueled by tech and energy meets relentless asset debasement—so your money needs new safe harbors if you want real returns.

Think beyond vanilla stocks and bonds: blend inflation hedges like gold, tap into emerging markets, and position for structural inflation. Deluard walks through why debt cycles might never end, the AI bubble debate, shifting global power, and how to build a portfolio that actually weathers the Debasement Era.

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