Why Recessions Are Dead & How to Invest in The Debasement Era | Macro Investor Vincent Deluard
Bankless
00:00
Navigating Investment Strategies in a Changing Economy
This chapter explores the complex interplay between fiscal and monetary policies and their impact on investment strategies, particularly in the context of fiat currencies and emerging assets like cryptocurrencies. It discusses the implications of persistent inflation, fiscal dominance, and the evolving nature of economic value, urging a reevaluation of traditional portfolio structures. Emphasizing the significance of valuation and strategic asset allocation, the chapter highlights opportunities in international markets and the role of gold amid shifting economic landscapes.
Transcript
Play full episode
