Episode 109

Vincent Deluard: Fiscal Dominance, Inflation Waves & the Future of the U.S. Economy

Global macro strategist Vincent Deluard joins Jim Baer for a direct, data-driven conversation about the new economic regime taking shape in the U.S. and around the world. Deluard explains why fiscal dominance now outweighs monetary policy, why inflation is proving sticky, and...

November 25, 2025
52 min

Host & Guest

Host

Jim Baer

Founder & CEO, CMBG

Episode #109 — Vincent Deluard: Fiscal Dominance, Inflation Waves & the Future of the U.S. Economy

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Vincent Deluard: Fiscal Dominance, Inflation Waves & the Future of the U.S. Economy

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Episode Summary

Global macro strategist Vincent Deluard joins Jim Baer for a direct, data-driven conversation about the new economic regime taking shape in the U.S. and around the world. Deluard explains why fiscal dominance now outweighs monetary policy, why inflation is proving sticky, and how generational inequality, asset bubbles, and rising deficits are reshaping politics and markets.

A concise, unfiltered look at the forces shaping the next decade of markets, democracy, and everyday life.