Investing in a World of Permanent Stimulus | Vincent Deluard

<p dir="ltr">In <a href= "https://hiddenforces.io/podcasts/investing-in-a-world-of-permanent-stimulus-vincent-deluard"> Episode 432</a> of Hidden Forces, Demetri Kofinas speaks with Vincent Deluard, Director of Global Macro Strategy at StoneX Group, where he advises large institutional investors on asset allocation, economic forecasting, and quantitative modeling informed by historical patterns and structural economic analysis.</p> <p dir="ltr">Vincent Deluard and Demetri spend the first hour of their conversation exploring Deluard's macroeconomic framework and the key structural forces that he believes are shaping the emergence of a new macro regime of fiscal dominance, including shifting demographics, politically driven inflation, geopolitical fragmentation, and the decline of institutional trust. The two discuss his provocative thesis that recessions have been "canceled," examining the structural and technological forces that Vincent believes are reducing economic cyclicality and re...