Jesse Felder Podcast: Vincent Deluard On The Paradigm Shift In Markets

Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at StoneX, who unpacked the drivers behind the structural forces reshaping the global economy. 

Deluard argues we're in the midst of a long-term transition from disinflation to persistent inflation—driven not by central banks, but by runaway fiscal policy, deglobalization, and demographic shifts. He explains why the 2010s-era investment playbook—heavy on growth stocks and long bonds—is now outdated, and outlines what smart positioning looks like in a world of higher inflation, rising deficits, and eroding social trust.

Whether you're managing risk or searching for opportunity, this podcast is a timely listen.

Listen here

DISCLOSURE: All views and opinions expressed by Jesse Felder and Vincent Deluard are solely the individuals’ views and do not necessarily reflect the views of Evergreen Gavekal.  Evergreen Gavekal’ s clients may hold securities mentioned in this interview at any given time.  This interview is intended for informational purposes only and should not be relied upon for investment decisions or be considered investment advice.  Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.

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