For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

Vincent Deluard, CFA is the Director of Global Macro Strategy at Stonex.

Vincent joins us to discuss the shortcomings of 60/40 Equity/Bond portfolio, the 8 horsemen of inflation and how to position an investors' portfolio accordingly.

The 60/40 portfolio has been an industry standard for asset allocators for years, with bonds yielding near-zero and equities at all-time-highs, things may change for this 'gold standard' allocation.

Things are changing. We talk about the growing wealth gap, the "boomer CPI" figure and it's associated inflation - a fascinating discussion on where we are now and what the world might look like in the not-so-distant future.

Enjoy this conversation with Vincent Delaurd.