Podcast appearances and mentions of julian brigden

ReSolve Riffs returns with Julian Brigden, the president and founder of MI2 Partners, who joins the conversation as a seasoned market strategist and global macro expert. In this episode, Julian and his co-hosts Adam Butler and Richard Laterman dissect a broad range of topics—from U.S. exceptionalism and dollar dynamics to treasury market vulnerabilities and the complex interplay of global capital flows. The discussion navigates themes such as fiscal deficits, policy shifts, asset rotations, and geopolitical recalibrations that are reshaping the global financial landscape.Topics Discussed• U.S. exceptionalism and the reflexive cycle of capital inflows, hyper-financialization, and current account imbalances• Policy triggers and market cycles driven by the Trump administration's tariff measures and shifting economic narratives• Dollar performance and its impact on global purchasing power, equity valuations, and hedging dynamics• Structural challenges in the U.S. Treasury market, fiscal dominance, and the looming implications of elevated deficits• Global capital flows and the divergence in behavior between sovereign investors and private market participants• Comparative dynamics across asset classes, including equity market rotations, emerging market opportunities, and the role of commodities• Geopolitical recalibrations driven by U.S. retrenchment from European defense commitments and the evolving Middle Eastern investments• Divergent monetary policy challenges in key economies, especially Japan's yield curve control and the risks of fiscal dominanceMentioned in this episode:The Return Stacking SymposiumOctober 8, 2025 | Chicago A full day of curated portable alpha / return stacking education. Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/

Follow Me on YouTube and help me feed my family! https://www.youtube.com/@BloorStreetCapital?sub_confirmation=1Follow Jimmy Connor:LinkedIn:   / jimmyconnorofficial  X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of April 30, 2025 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only.

Trevor welcomes Julian Brigden once again to discuss the current economic climate, focusing on the implications of central bank independence, the fragility of the U.S. economy, and the impact of global trade dynamics. They explore the potential consequences of U.S. tariffs, the future of U.S. treasuries, and the behavior of retail investors in the market. The discussion also touches on the vulnerabilities in the bond market, the role of gold as a safe haven, and how individuals can prepare for economic changes.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

April 15, 2025 – Buckle up: The macro master who nailed last year's market call, warns Trump's tariffs and a weaker dollar could trigger still more pain to come—and reveals how to protect your portfolio. Today, we're joined by Julian Brigden...

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade.

This week, Kevin & Patrick welcome to the show, Julian Brigden. They discuss the importance of the macro environment right now, and Julian explains why it's so important to not apply old playbooks to today's trading. Follow Julian on X: https://x.com/JulianMI2 Worried about a market crash? Learn smart hedging to protect your losses while keeping your gains. Join Patrick for a FREE LIVE Webinar on Tuesday, April 1st 2025 at 4:00pm ET. Register here: https://bit.ly/4hSyU8N Subscribe To Patrick's New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

What if a political resurgence could reshape financial landscapes? Join me, Michael Gayed, alongside the seasoned financial strategist Julian Brigden, as we dissect the hypothetical "Trump 2.0" scenario. We tackle its potential ripple effects across growth, equities, fixed income, and the dollar, with a special spotlight on the evolving role of cryptocurrency. Julian, a veteran from Lehman Brothers, HSBC, and the mastermind behind MI2 Partners, brings unique insights into how retail investors, emboldened by the post-COVID market, are challenging the supremacy of institutional giants. Together, we unravel the cyclical nature of markets, examining how inexperience often breeds overconfidence and risky ventures. Our conversation draws intriguing parallels between today's market trends and historic bubbles, like the dot-com era, fueled by captivating narratives. Julian and I lay bare the risks associated with speculative fervor and over-leveraging, especially in booming sectors like AI and crypto, while also contemplating the stages of market reaction to potential Trump policies. This discussion serves as a cautionary tale of maintaining vigilance amidst enticing market stories.Venture further with us as we scrutinize the broader economic implications of tariffs, tax policies, and monopolistic market structures under the Trump administration. We explore the potential downsides of reshoring manufacturing and the inflationary pressures of tariffs on long-term bond yields. From the challenges in the oil market to the global influence of a strong dollar, our dialogue exposes the intricate dance between government policies, market reactions, and economic growth. This episode promises a thorough exploration of these complex dynamics, offering listeners a nuanced understanding of the current financial terrain.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Today's sponsor is CBDX, home of premium, legal THC gummies. Perfect for relaxation, creativity, or unwinding after a long day, these delicious gummies deliver the quality you can trust. With fast discreet shipping and great flavors, CBDX makes enjoying THC easy and hassle-free.Visit CBDX.com and use code LEADLAG to save on your first order! Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

In this week's OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation.

Interview recorded - 3rd of December, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Julian Brigden. Julian is the Head of Research at Macro Intelligence 2 Partner.During our conversation we spoke about the current economic outlook, new Trump term, whether tariffs will be inflationary, did the FED cut too early, avalanche of bond crisis', dollar wrecking ball and more. I hope you enjoy!0:00 - Introduction1:54 - Current Outlook?5:33- New Trump term differences10:20 - Department of Government Efficiency11:40  - Tariff revenue raising mechanism13:22 - Tariffs inflationary19:05 - FED cut too early?23:10 - Bonds26:01 - Avalanche of bond crisis'28:36 - Financial repression32:30 - Dollar wrecking ball36:44 - Precious metals bull market37:56 - One message to takeawayJulian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners' research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian's primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. When asked about his market outlook for 2022, Julian stated that the US policy response was massive. As a result, the economy has closed the output gap and is in danger of overheating. Together with inflation, Julian believes that this means the Fed needs to rapidly tighten policy while slowing growth. As rates rise and the balance sheet shrinks, the risks to very overvalued asset prices, especially stocks, will rise. He then stated that in Europe, as the impact of Omicron fades and the inventory cycle surges, the ECB will need to raise rates, which will add to the pressure in global bond markets. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals.Any questions may be directed to: support@mi2partners.com Julian -Website - https://mi2partners.com/Retail - https://mi2partners.com/macrocapture-landing-page/Twitter - https://twitter.com/JulianMI2LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Nov 26, 2024 – FS Insider speaks with MI2 Partners' Julian Brigden about how investor sentiment and market expectations evolve through different phases of a presidential term, using the Trump administration as a case study. We discuss how various phases...

Julian Brigden, Co-founder of Macro Intelligence 2 Partners, breaks down how Trump's tariffs and immigration strategies could negatively influence the economy and the stock market, as well as potential headwinds from Harris' down payment assistance plan.  The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures. Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

Julian Brigden from MI2 Partners discusses the current market sentiment leading up to the upcoming elections in the United States. He highlights the contrasting perspectives between the 'fast money' crowd, who are capitalizing on the Trump trade, and the 'real money' crowd, who are more cautious about the economic outlook. The discussion delves into economic indicators, employment data, and the implications of the election results on the economy and investment strategies, particularly in precious metals. The conversation also touches on the fragility of the US economic system and the role of central banks in managing inflation and debt. Julian also discusses the potential economic impacts of a Trump administration, the fragility of the labor market, and the disconnect between financial markets and the real economy. He emphasizes the challenges of financial repression and the need for strategic investment planning, especially for those on fixed incomes. The discussion also touches on the launch of new investment products and the importance of adapting to changing market conditions. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Minera Alamos is a gold developer and producer with its first low capex mine, Santana, continuing to work through start-up development. The company is also advancing the Cerro de Oro project through the permitting process. Minera is built around its operating team which brought 4 mines into production in Mexico over the last 13 years. It is fully funded with over $20-million dollars in working capital. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mineraalamos.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Interview recorded - 18th of July, 2024On this episode of the WTFinance I had the pleasure of welcoming back Julian Brigden. Julian is the Head of Research at Macro Intelligence 2 Partner.During our conversation we spoke about Julian's thoughts on the economy, recession on the horizon, why market crash could be a catalyst for recession, hyperfinancialisation, volatility in bubble, dollar, treasuries and more. I hope you enjoy!0:00 - Introduction1:25 - Julian's thoughts of the economy?6:50 - Recession on the horizon?9:10 - Linked to the 1960's?11:50 - Government pressure of central banks?15:10 - Service inflation always been high?17:30 - Unemployment coming through?21:26 - Similarities to great recession?26:31 - Volatility in bubbles29:03 - Why no rotation?31:59 - What impact on fixed income & dollar?34:31 - Where do the dollars go?37:41 - Relatively bullish on surplus markets?38:51 - One message to takeaway from our conversation?Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners' research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian's primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. When asked about his market outlook for 2022, Julian stated that the US policy response was massive. As a result, the economy has closed the output gap and is in danger of overheating. Together with inflation, Julian believes that this means the Fed needs to rapidly tighten policy while slowing growth. As rates rise and the balance sheet shrinks, the risks to very overvalued asset prices, especially stocks, will rise. He then stated that in Europe, as the impact of Omicron fades and the inventory cycle surges, the ECB will need to raise rates, which will add to the pressure in global bond markets. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals.Julian -Website - https://mi2partners.com/Twitter - https://twitter.com/JulianMI2LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate dance of CPI on macro trading strategies. He also sheds light on the pivotal role tech plays in fueling market rallies, questioning whether this momentum is truly sustainable amidst a backdrop of uneven productivity gains.In this episode, Julian unpacks the potential for a dramatic rotation from growth to value stocks, drawing comparisons to the dot-com bubble burst of the early 2000s. We explore the dynamics influencing gold and silver prices amid market turbulence and the critical factors that could transform a harsh market environment into a more favorable one. Julian also highlights the looming threat of rebounding inflation metrics in Q4, the Fed's possible delayed responses, and the historical parallels that could indicate severe equity market declines. All this, while considering the looming influence of upcoming elections on inflation trends.Dive deep into the global macro hedge fund thesis with an exploration of Soros' concept of reflexivity and its profound impact on financial markets. Julian provides a detailed analysis of how US monetary policy divergence and global negative interest rates have fueled a hyper-financialized economy, leading to significant capital inflows into US assets. We wrap up by examining the structural shifts in the bond market, the impact of changing demographics on bond demand, and how Macro Intelligence Partners equips institutional clients with essential macroeconomic insights and actionable trade recommendations amidst market chaos. Don't miss this episode packed with expert analysis and nuanced market perspectives!The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

We connect with Julian Brigden of MI2 Partners this week for a long-form discussion on the health of the global markets. We've seen a rotation of sorts out of growth tech stocks and into the industrial Dow Jones equities. Does this trade continue to have legs? And how is one to watch some seasonality of volatility? And would would a pulldown of Nvidia stock do for the general markets? As Julian believes markets are getting very interesting, and dangerous, as everyone is long and the Fed will not be coming to the rescue of equity holders. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Tom welcomes back Julian Brigden, co-founder of Macro Intelligence 2 Partners, about the current economic condition referred to as 'macro purgatory.' Brigden warns of an impending recession following a tightening cycle, with only an 8-10% chance of a soft landing. He underlines the significance of employment data, specifically unemployment rates, which can precede a recession and could result in significant rises, potentially causing bond markets to rally while equities weaken. The Fed's failure to meet its stated goals complicates matters as Treasury and Janet Yellen have counteracted their efforts. Brigden discusses his perspective on inflation trajectory over the last few years and identifies significant factors such as the breakdown of globalization, a resurgence of the cold war, demographic changes, and the impact of COVID-19. He explains that goods inflation is at its second lowest level in 65 years, while core services remain high. If core service inflation does not decrease significantly, it could indicate weakening wages and lead to recessionary signals despite falling inflation rates. The challenges faced by the Fed in making monetary policy decisions due to lagging and imperfect metrics like employment data, GDP, and CPI are also discussed. Julian expresses optimism about precious metals as a potential investment during this economic period. Brigden shares his perspective on investment strategy shifts towards precious metals, emphasizing the significance of recognizing market weakness and the Fed's response. Julian also mentions the historical trend of investors being fully invested during strong markets, leading to a lack of liquidity during downturns, and discusses potential impacts on bond yields when the Fed inevitably intervenes. Additionally, he touches upon geopolitical risks such as uncertainty surrounding the next U.S. presidency. Timestamp References:0:00 - Introduction0:40 - Macro Purgatory5:10 - The Fed Vs. Treasury7:46 - Goldilock Periods13:08 - Inflation Calls & Factors21:30 - Fed & Curbing Labor25:53 - Lagging Metrics & Politics34:26 - Markets & Pricing Concerns41:00 - Metals & Low Liquidity43:47 - Metals Potential & ETFs49:13 - Miners & Capital Rotation53:45 - Risk Vs. Returns & PMs58:24 - This Time is Different59:58 - AI Usefulness?1:01:07 - Fed Cuts & Bonds/Dollar1:07:00 - Wrap Up Talking Points From This Episode Brigden predicts an impending recession with low chances of soft landing; employment data is crucial. His thoughts on what may spark further interest in miners and metals. The Fed's failure to meet goals complicates matters as Treasury and Janet Yellen counteract efforts. Core services inflation could indicate weakening wages, leading to a potential recession despite falling rates. Guest Links:Twitter: https://twitter.com/JulianMI2Website: https://mi2partners.com/Substack: https://mi2partners.substack.com/ Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners' research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian's primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade.

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy! -- Follow Julian Brigden: https://x.com/julianmi2 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:46) Are Rate Cuts Coming? (08:54) Why Rate Cuts Might Not Come (14:46) Avalanche Ad (16:07) Mantra Ad (17:13) Why Rate Cuts Might Not Come (Continued) (20:41) 2025 Recession Outlook (29:02) Bond Market Sentiment (30:48) Permissionless Ad (31:28) Reality of Inflation (48:13) Global Market Opportunity -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ This is a recorded version of Jack's macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, stocks, bonds, currencies, and Bitcoin. __ Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Joseph's work https://fedguy.com/ Follow Julian Brigden on Twitter https://twitter.com/JulianMI2 Julian's work https://t.co/qdroC4L86V Follow Michael Howell on Twitter https://twitter.com/crossbordercap Michael's work https://www.crossbordercapital.com/ Follow Jonny Matthews on Twitter https://twitter.com/super_macro Jonny's work https://super-macro.com/ Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:18) Will Stocks Continue To Crush Bonds? (07:24) U.S. Economy Continues To Outperform Rest Of World (12:37) Financial Conditions Are Very Loose Despite Fed's Rapid Rise In Interest Rates (17:52) VanEck Ad (22:57) Michael Howell: Liquidity Is Continuing To Rise (30:17) Interest Rates And The Dollar (31:47) Views On Crypto (38:33) Concluding Prediction On Stocks Bonds And Bitcoin __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Julian Brigden of Macro Intelligence 2 Partners explains why you should get used to higher-for-longer when it comes to the Federal Reserve and interest rates. He tells us why the better the story, the bigger the bubble, why you should be nervous about Japan's big rally, and why Bitcoin is a brilliant trade, but a lousy store of wealth. Plus, John Stepek joins to talk gold and the price of a pint in central London. See omnystudio.com/listener for privacy information.

As we ease our way into 2024, I'm delighted to welcome back my great mate, Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he's demonsrated in previous conversations, a hugely insightful and incredibly entertaining guest! This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy. He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but… Here we go… Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

In this episode, we delve into a comprehensive discussion with Julian Brigden, arenowned global macro strategist. Brigden shares his insights on the currentstate of the US equity market, the economic implications of the Goldilocksnarrative, the potential risks of the bond market, and the future of globaleconomies like the UK, Europe, and Japan. This episode offers a deep-dive intothe complexities of global economics and financial markets.Topics Discussed• Brigden's perspective on the US equity market being massively overvaluedcompared to the rest of the world• Discussion on the dominant narrative of the Goldilocks soft landing and itsstatistical rarity• Insights into the potential risks and consequences of the Fed's rate cuts• Analysis of the resilience of countries like Australia, Canada, and the UK inthe face of high rates• Brigden's views on the structural bear market in fixed income and itsimplications• Discussion on the potential for growth and inflation to run hotter thanconsensus• Insights into the political and economic state of Japan and the potential forautonomous growth• Discussion on the potential trades and market trends to watch out forThis episode provides an in-depth analysis of the current state of global economies and financial markets. Brigden's insights offer valuable perspectives for anyone interested in understanding the intricacies of global macroeconomics and financial strategies. The audience will gain a deeper understanding of the complexities of global markets and potential future trends.This is "ReSolve Riffs" – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode, Julian Brigden Co-Founder of MI2 Partners joins the show to reflect on the current state of markets as financial conditions loosen & markets price in a goldilocks environment, as they deem the Fed's inflation fight over. We discuss the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. To hear all this & more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london Digital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

This week's long-form interview is the keynote discussion from Zurich's Precious Metals Summit earlier this week. Trevor Hall sat with Julian to talk about the dynamics of the global macro environment, the substance of the "higher for longer" narrative from central banks, and why it may have ramifications for gold investors and the standard 60/40 portfolio positions. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Tom welcomes back Julian Brigden from Macro Intelligence 2 Partners to discuss the inconsistencies between equities and bond markets. Markets don't seem to be fully pricing in the probability of a recession. We are seeing hyperfinancialization, where equity markets are not necessarily correlating with the real economy. These Hyper Financial Markets are setting the patterns for the movements of bonds and equities. Those in power are concerned with how financial markets are performing rather than the real economy. The demand for jobs remains, but is softening; however, we are not at the stage of job cuts yet. The question is can we have accelerating real growth without having to lose jobs. Julian thinks that a higher inflationary period combined with increased bond yields is inevitable. We are in the war phase as we witnessed in the late 1960s. The lagging effects of a tightening economy will take some time to be seen fully. There are evident issues in the U.S. economy and these will manifest next year, especially if rates do not decrease. The wildcard here is fiscal policy and equities proping up the current situation. Eventually, equities will need to acknowledge the decreased growth but we are not there yet. Julian questions if the Fed will follow the government's wishes. Governments are demanding entitlements, like better wages and higher costs of living. The Fed will have to decide between raising inflation or following the governments demands. Timestamp References:0:00 - Introduction0:45 - Bonds & Equities6:09 - Labor Markets13:46 - Inflation Thesis19:05 - Historic Comparisons22:00 - Fed Response & Toolkit29:59 - Fed Trial Balloon32:10 - Debt Load & Outcomes39:42 - Bonds, YCC, & Japan42:54 - Wrap Up Talking Points From This Episode We are seeing Hyper Financialization, where equity markets don't correlate to the real economy. Julian believes we are entering a higher inflationary period combined with increasing bond yields, similar to the late 1960s. The Fed will soon have to decide between raising inflation or following the governments demands for entitlements. Guest Links:Twitter: https://twitter.com/JulianMI2Website: https://mi2partners.com/Substack: https://mi2partners.substack.com/ Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a research and market team to publish independent macroeconomic research ahead of market consensus. He has over 30 years of experience in financial markets including positions in consulting, FICC sales, and hedge fund sales. He is a trusted advisor to many top money managers and is particularly skilled at exploring correlations in the economy and financial markets. When asked about his market outlook for 2022, Julian stated that the US policy response was massive and the Fed needs to rapidly tighten policy while slowing growth. In Europe, as the impact of Omicron fades, the ECB will need to raise rates, adding to pressure in global bond markets. Julian believes that there is a significant risk that we are entering a period of extended volatility. He is featured on many big media outlets discussing macro research topics driving prices in global bonds, equities, commodities, and currencies.

A highly bubblicious US stock market, bond yields treading higher, and debt service payments spiraling out of control, yet the US Dollar is rebounding. Guest Julian Brigden of MI2 Partners helps us understand what is really happening. Has the FED outsmarted all of us? A fun and very insightful discussion ensued. ⚠ Please consider subscribing to our channel!

Julian Brigden, co-founder of MI2 Partners, joins Forward Guidance to share his outlook for the challenges facing the Federal Reserve. Brigden argues that nominal economic growth in the U.S. remains too high, and that inflation is at risk of re-accelerating after its steady fall over the past year. Brigden expects that the rally in the U.S. stock market is fueling economic growth and in particular is preventing the increase in unemployment that normally accompanies the Fed's interest rate hikes. As such, Brigden argues that markets are perched on a “knife's edge” and that either stocks must halt their advance and start to decline, or bond must sell off drastically and the Federal Reserve must continue to hike interest rates. Filmed on July 26, 2023, shortly after Fed Chair Jay Powell's press conference at the close of the meeting of the Fed's Federal Open Market Committee (FOMC). Brigden is also co-host of “Insider Talks” on Real Vision Pro. Today's interview is sponsored by Blockfills, a crypto trading solutions and financial technology firm. Follow Julian Brigden on Twitter https://twitter.com/JulianMI2 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Timecodes: (00:00) Introduction (00:30) Something Has To Crack (11:01) Hyperfinancialization Means Employment Will Stay High As Long As Stocks Keep Going Up (22:09) Recession Risk (26:41) What's More Likely, A Fall in Stocks Or A Fall In Bonds? (32:34) Commercial Real Estate (CRE) Comparison To Subprime Mortgages In 2007 (36:17) Is The Bond Market Still The "Smart Money"? (40:30) Is Liquidity Rising Or Falling? (43:26) Inverted Yield Curves Predict Recessions... Right? (Maybe No Longer!) (45:40) U.S. Housing Market (49:32) Julian's Bear Case For The U.S. Dollar (01:06:47) German Economy Is Very Sluggish (01:08:34) China (01:14:41) Will Japanese Interest Rates Be At Zero Forever? ____ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

For this week's long-form episode, we visit with our friend Julian Brigden of Mi2 Partners. Julian and Trevor walk through a number of scenarios in which the Federal Reserve is dealt with. On one hand, the equity market appears to be holding up the labor market. But the market is also pricing in fed rate cuts. So there is a diverging correlation between the bond market and the equity market. Julian talks about why this is unsustainable and why something will have to give. We also spend time talking about the equity market in this macro environment. Is it too early to dive head first into equities? Its important to know all the dynamics of decisions yet to be made before the all clear. Early-bird registration for the Mi2 Global Macro Summit can found at https://mi2partners.com/global-macro-summit-early-bird-registration/ We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

This episode is sponsored by KraneShares's KRBN ETF is the 1st, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Julian Brigden, co-founder and president of MI2 Partners, joins Maggie Lake to discuss the market's reaction to today's June FOMC minutes and explore what may happen with unemployment leading up to the U.S. jobs report on Friday. Plus, Julian will look at the mechanics of the U.S. dollar and discuss its trajectory from here. Want to learn more from Julian? You can reserve your spot at the MI2 Partners Global Macro Summit here: https://mi2partners.com/global-macro-summit-early-bird-rv/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode is sponsored by KraneShares KRBN ETF is the first, largest, and most liquid carbon ETF. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). On today's special Daily Briefing, we hear from Real Vision co-founder and CEO Raoul Pal and Julian Brigden of MI2 Partners in a segment from their monthly Pro Macro Insider Talks series. Then we jump to Buy-side Meets Sell-side to hear Andreas Steno Larsen and Jonathan Cohen discuss how to pick the best stocks to benefit from the AI revolution. Please enjoy this peek behind the Real Vision curtain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Interview recorded - 27th of June, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners.During our conversation we spoke about Julian's thoughts on the current market, fiscal vs private investment, why the second half could be horrible for US equities, whether the market can ween itself off QE and what the future looks like. I hope you enjoy!0:00 - Introduction0:12 - Julian's thoughts on current market action?5:10 - Fiscal replaces private weakness?7:40 - Fiscal benefit goes towards certain industries9:15 - Central Banks changing pivot tone11:45 - K recovery within the economy?13:40 - Second half of the year will be different17:20 - Reverse repo to bills20:20 - Bullish narrative will change23:25 - What will Julian be watching?25:40 - Equity market performance revolves around liquidity27:40 - Can the market ween itself off QE?32:15 - Can Central Banks continue current QE process?37:53 - AI Revolution or Productivity Increase39:50 - Any positivity?43:40 - Would US equities fall more if US Dollar strengthens?45:35 - One message to takeaway from our conversation?Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners' research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian's primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals.MI2 Institutional Research offers a student discount for their subscription.  The Student rate is $5,001/year for one user and includes access to:8-10 Monthly Research Reports:Any questions may be directed to: support@mi2partners.com If you are interested in learning more about the Global Macro Summit in Vail between September 26 - 29, check out the link below - https://mi2partners.com/global-macro-summit-early-bird-registration/Julian -Website - https://mi2partners.com/Twitter - https://twitter.com/JulianMI2LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Julian Brigden, Co-founder & President of MI2 Partners, joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit from Sept 26th - 29th in beautiful Vail, CO. The Global Macro Summit will be the first macro event of its kind, designed to deepen your understanding of current and projected market dynamics. They have a fantastic lineup of speakers with some of the best macro minds out there that MI2 Partners relies on to guide their decision-making. These global experts will share what it takes to navigate global headwinds and thrive in an increasingly volatile landscape. You'll have the chance to explore and dissect specific themes and trends in panel discussions and intimate breakout sessions with these sought-after experts. You'll also spend time in the beautiful Vail Valley during one of the most stunning seasons and choose from various local excursions to experience with speakers. Or bring a plus one to enjoy together!   More about the venue, speakers, and VIP experiences are provided via the link below. Please note: Early Bird Pricing ends July 15th. Save $500 on your ticket before it's too late! https://mi2partners.com/global-macro-summit-early-bird-registration/

In this episode, the ReSolve team is joined by Julian Brigden, Co-Founder & President of Macro Intelligence 2 Partners, to discuss his outlook on the current macroeconomic landscape, focusing on the secular USD trend and its impact on global markets.  We cover a wide range of topics, including: •      The ongoing debate between inflation and deflation, and the potential consequences of each •      The role of central banks in driving market liquidity and asset prices, and the implications for investors •      The possibility of an impending recession driven by tightening credit, inventory cycles, and housing market adjustments •      Central banks' ability to foresee economic changes and their willingness to act on them •      The mixed signals and challenges of investing in a market dominated by big tech and its impact on diversification •      The potential for a currency-driven shift in market dynamics, with a focus on the US dollar •      The importance of asset allocation and risk management in navigating an uncertain market environment •      The impact of behavioral biases on decision-making and portfolio management •      The potential benefits and risks of systematic investment strategies in the current market context ·       Julian's thoughts on future trends and potential market opportunities, particularly in the macro space   This episode is a must-listen for anyone interested in macroeconomic trends, currency markets, and the challenges of investing in today's complex and uncertain environment, offering valuable insights and strategies to navigate these intricate markets.   This is “ReSolve Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick, and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

On today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. To hear all this and more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Lightspeed Podcast Opportunity Click here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Julian Brigden, President of Macro Intelligence 2 Partners discusses structural factors that are transforming the markets. Kelsey Butler, Bloomberg Equality Reporter and June Grasso, Bloomberg Legal Analyst and host of Bloomberg Law talk about the abortion pill ruling out of Texas. Andy Browne, Brunswick Group Partner, discusses the latest on tensions between the US and China after China holds a second day of military exercises around Taiwan. And we Drive to the Close with Rick Pitcairn, Chief Global Strategist at Pitcairn.Hosts: Carol Massar and Madison Mills See omnystudio.com/listener for privacy information.

Julian Brigden, President of Macro Intelligence 2 Partners discusses structural factors that are transforming the markets. Kelsey Butler, Bloomberg Equality Reporter and June Grasso, Bloomberg Legal Analyst and host of Bloomberg Law talk about the abortion pill ruling out of Texas. Andy Browne, Brunswick Group Partner, discusses the latest on tensions between the US and China after China holds a second day of military exercises around Taiwan. And we Drive to the Close with Rick Pitcairn, Chief Global Strategist at Pitcairn.Hosts: Carol Massar and Madison Mills See omnystudio.com/listener for privacy information.

U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse hit record lows after its largest shareholder, the Saudi National Bank, declined to add to its investment. Oil also took a spill, down nearly 6% as of this writing. On the market's worst day since July 2022, Maggie Lake is joined by Julian Brigden of MI2 Partners and Cem Karsen of Kia Volatility to explain what's driving the selloff at Credit Suisse and where the troubles could spring up next. You can catch more of Julian on our Pro Macro Tier and find more of his work here: https://mi2partners.com and more of Cem's work here: https://www.kaivolatility.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O'Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as they perhaps believe themselves to be. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

In this week's long-form episode of MSD, Trevor connects with Julian Brigden of MI2 Partners. Julian and Trevor discuss the unknowns investors are currently seeing through the economic data and the Federal Reserve's inconsistent messaging regarding interest rate moves. There is a bull case for equities and a bear case for equities, but what about the bond market? Is short term bonds overly crowded right now? Julian and Trevor then take a turn and discuss the use of financial repression, quantitative easing and politics to spur a future capex boom, which will benefit resource development and its investors. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Tom welcomes Julian Brigden to the show. Julian is Head of Research at Macro Intelligence 2 Partners. Julian discusses the Feds options, including "Opportunistic Disinflation" to drain the inflation from the system. He believes it will take years to correct inflation and will likely be a painful process. The issues are not so much inflation, but nominal GDP. Most of GDP is based on the labor market and consumer behavior. The Fed understands the situation very well and they expect higher unemployment. We don't know the exact approach the Fed is taking and if they are considering how inflation played out in the 1970s. The Fed today is very politicized and what happens towards the end of the year when we have higher unemployment and are heading into an election cycle. He says, "We're now fighting a kinetic war with Russia, a Cold War with China, and a war with climate change. Arguably, the dynamics today are far worse than in the 70s." The Fed will have to decide just how independent of the government it is. The Fed is trying to steer the supertanker, while most investors can change course much faster. Mortgage applications have just dropped to the lowest levels since 1995. We're seeing higher than normal cancellations in the home markets. We're heading for a good old boom, bust market cycle in the sector. The ECB is miles away from viable rates, arguably, as they are currently minus 300 basis points in real terms. We're in uncharted territory, and he discusses the German bond situation. All these sovereign bonds are basically interchangeable, so they all affect each other. A weaker dollar would be very supportive for gold and especially silver. He explains the differences between the silver and gold market. Silver tends to outperform in inflationary environments. We're in a structural bond bear market, be disciplined because passive investing will be heavily punished going forward. Timestamp References:0:00 - Introduction0:41 - Rates & Feds Approach8:43 - Nominal GDP Issues11:14 - Inflation Today Vs 70s17:19 - Fed Reactionary19:50 - Housing Markets25:50 - Europe/ECB Impacts33:54 - BRICS & Reserve Status37:13 - Yields & Gold39:57 - Gold/Silver Differences43:31 - China & Deglobalization46:55 - Trading Cautiously48:39 - Wrap Up Talking Points From This Episode The Fed is very politicized and this could have a major effect on how they approach inflation.Mortgages applications are at their lowest level since 1995, indicating a possible coming bust cycle in the housing market.Yields are at historic lows and silver is especially likely to perform well in an inflationary environment. Guest Links:Twitter: https://twitter.com/JulianMI2Website: https://mi2partners.com/Substack: https://mi2partners.substack.com/ Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners' research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian's primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. When asked about his market outlook for 2022, Julian stated that the US policy response was massive. As a result, the economy has closed the output gap and is in danger of overheating.

MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more. Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG   Download Big Picture Trading chartbook

Interview Recorded - 10th of January, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners.During our conversation we spoke about the hyper-financialisation in the US, how inflation could continue longer than expected, why the US could underperform for the next decade and the absolute decline of the US. I hope you enjoy!0:00 - Introduction0:20 - How has hyper-financialisation in the US occurred and what impact does this have on markets?5:00 - The FED don't have any choice6:45 - Key factor is inflation?10:24 - Is the public behind Powell?12:50 - Any other trends that Julian is watching?15:08 - Still net increase in liquidity in the markets?16:25 - Period of Monetary Debasement 17:20 - Quantitative Tightening19:50 - Will US Equities be the worst hit during tightening?22:30 - Follow where the money goes24:40 - Absolute decline of the US?25:30 - Real assets that are less economically sensitive26:26 - Long bonds?29:45 - One message to take away from our conversation?30:50 - How to know when to change your strategy?Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. He leads a six-person team of research and market professionals to publish independent macroeconomic research that is both ahead of market consensus and timely. Julian has over 30 years of experience in financial markets including positions in market and policy focused consulting to institutional investors as well as FICC sales. Julian is a trusted advisor to many top money managers who use MI2 Partners' research to guide their investment process. He has extensive experience with macro data analysis, broad fixed income, equity market (not individual stocks) and currencies. He is particularly skilled at exploring correlations in the economy and financial markets vital to a vast array of investment decision-makers. As a global macro strategist, Julian's primary focus is understanding and explaining macroeconomic and policy-related developments to tell clients what is important in markets and what to fade. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team, providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals.MI2 Institutional Research offers a student discount for their subscription.  The Student rate is $5,001/year for one user and includes access to:8-10 Monthly Research Reports:·  Core Research Reports·  Trader / Chart Point Reports·  Framework Pieces·  Weekly Research Recap Research Team ·  Ask Me Anything recordings and media/podcast interviews of Julian & Research Team Access to our Japan Update Publication· Published 10-15 times a month Access to  Pro Macro (Macro Insiders)· Published 4-5 times a monthAny questions may be directed to: support@mi2partners.com Julian -Website - https://mi2partners.com/Twitter - https://twitter.com/JulianMI2LinkedIn - https://www.linkedin.com/in/julian-brigden-150b2114WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://publicnewstime.com/market-news/entrepreneurs/u-s-may-avoid-a-recession-in-2023/

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Julian Brigden Co-founder of Macro Intelligence 2 Partners to discuss the recent rally in markets. In 2022, inflation remains Powell's single focus. After tightening financial conditions all year, markets in recent weeks have rallied on lower than expected CPI & PPI prints. Julian walks through the dynamics that could be at play for an end of year rally, but holds conviction that markets are not priced for a recession in 2023.  — Follow Julian: https://twitter.com/JulianMI2 Follow Alfonso: https://twitter.com/MacroAlf  Follow Blockworks: https://twitter.com/Blockworks_  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  Subscribe To The Macro Compass: https://themacrocompass.substack.com/ — Timestamps: (00:00) Introduction (01:03) Are Equties Signalling A Bear Market Rally? (06:20) Inflation In The U.S (10:06) Markets Are Not Priced For A Recession (14:05) Equity Market Liquidity (19:16) The End of Hyper-Financialization (24:40) Powell Is Channelling His Inner Volcker — Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

All three major U.S. equity indexes were up more than 1% through midday Tuesday, as energy stocks hit a 52-week high relative to crude oil futures. That's a data point Maggie Lake is sure to raise with Tony Greer, the founder of TG Macro, during today's Daily Briefing, with reports that President Joe Biden is considering further sales from the Strategic Petroleum Reserve to offset critical supply shortages. Meanwhile, the Bank of England denied a Financial Times report that the central bank would delay its program of gilt sales, as fragmentation of monetary policy in response to economic pressures continues to roil bond and forex markets. Maggie and Tony will also talk about commodities, positioning, and the broader market trend. We also hear from Raoul Pal and Julian Brigden on the state of the real estate market. Pro Macro subscribers can watch the complete Insider Talks featuring Raoul and Julian here: https://www.realvision.com/shows/insider-talks/videos/macro-pro-insider-talks-october-2022-live-mXN3?tab=details. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in reverse. Looking back at historic periods of both monetary and fiscal policy being enacted together, Julian was able to identify the trend of inflation at the end of 2020 and beginning of 2021. Since positioning for the equity market correction towards the back end of 2021, Julian shares his thoughts on the current state of markets. Are equity markets oversold, or does this bear market have further to go? What cracks are starting to form in the housing market? Is this the end of hyper-financialization and is de-globalization at a tipping point? To find out, you'll have to tune in! -- Follow Julian Follow Mike Follow On The Margin Follow Blockworks Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Circle's USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Referenced In The Show: How Bad Will the German Recession Be? -- Timestamps: (00:00) Introduction (01:05) A Shift In Inflation (13:09) CEO Compensation (20:23) The Housing Market (33:05) Circle Ad (34:25) Powell Is Channeling His Inner Volcker (39:54) What Is Happening In Europe? (46:27) We Are At A Tipping Point -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Recorded September 23, 2022. Donate generously to World Central Kitchen ➡️ https://donate.wck.org/fundraiser/3816260  Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please donate generously to World Central Kitchen on behalf of NO BULL - Market Talk with George Noble™️.   Follow Jim Bianco on Twitter  Follow Julian on Twitter Follow Tom Thornton on Twitter Follow George Noble on Twitter and Youtube

The Last Great Bubble is faith in the Fed.And every bubble bursts.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport​​​​​ YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport​​ Instagram: https://instagram.com/leadlagreport​​​ Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com) The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts Spotify

Co-founder of Macro Intelligence 2 Partners, Julian Brigden, joins us once again for an in-depth conversation on a chicken and the egg type of story we are watching unfold in financial markets. Who is supporting what right now? The real economy or the financial economy? We tackle a number of different topics, including the next stage towards official recession, the strength in the US dollar, and how European energy might be the linchpin towards global financial disfunction. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website,www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/

We've yet to see the hard domestic economic data sufficient to support the case that the Federal Reserve will pause its monetary tightening program. Perhaps the June consumer price index, due tomorrow at 8:30 a.m. ET, will be that data. In the meantime, ZEW survey results for July reflect acute concern in Germany about the potential impact of a complete embargo on Russian gas, with the index of economic expectations falling to minus 53.8 from 28.0 in June. Altogether, the euro dropped to a 20-year low versus the U.S. dollar, approaching parity on fear of an energy crisis and a recession. Tony Greer, the founder of TG Macro and the editor of The Morning Navigator, joins Real Vision's Andreas Steno Larsen to talk about the implications of euro-dollar parity, when falling crude oil and wholesale gasoline prices will show up in inflation figures, and the complex equation that could end in a global energy crisis. We also take a quick peek at today's Insider Talks episode with Raoul Pal and Julian Brigden about the increasingly complex macro environment. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3avxK6C. Watch the full Insider Talks episode here: https://rvtv.io/3IxryYo. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Julian Brigden Co-Founder of MI2 Partners. Making the statement that "macro is back with a vengeance", Julian joins the show for a wide ranging discussion on inflation, misconceptions in the yield curve inversion, the factors driving an equity bear market and the U.S Dollar's structural decline. Expecting a structural rise in yields, Julian takes us back 800 years quoting a research piece by the BoE that identified all major trend reversals in bond bull markets being caused by either a pandemic or war. Just how will this new regime shift Julian expects effect his actionable trade idea? To find out, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: So, Recession?: https://themacrocompass.substack.com/p/recession#details  Summary of Economic Projections: https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20220615.pdf  Lagarde plays down recession risks, says ECB is ready to 'move faster' on rates if needed. https://www.cnbc.com/2022/06/28/ecb-lagarde-plays-down-recession-risks-at-sintra-forum.html The current bond bull market is the longest in more than 500 years https://www.businessinsider.com/bank-of-england-paper-on-bond-bull-markets-through-the-years-2017-10?op=1&r=US&IR=T Bretton Woods III: https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf -- Timestamps: (00:00) Introduction (01:01) Top Stories Of The Week (06:53) Can the Fed pivot? (13:59) Feature Interview With Julian Brigden (23:59) The Labor Market (29:03) Will the Fed turn dovish? (34:44) The U.S. Dollar vs Equities (39:24) Julian's Actionable Trade Idea (46:01) Post Interview: Final Thoughts (51:29) The Role of the US Dollar -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Recorded July 2, 2022. Donate generously to World Central Kitchen ➡️ https://donate.wck.org/fundraiser/3816260  Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please donate generously to World Central Kitchen on behalf of NO BULL - Market Talk with George Noble™️.   Follow Julian on Twitter and MI2 Parteners Follow Tom Thornton on Twitter and Hedgefund Telemetry  Follow Michael Kantrowitz on Twitter  Follow Jim Walker on Twitter  Follow George Noble on Twitter and Youtube

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian was one of the first MacroVoices guests to sound the warning bell on Inflation, and now he says there's plenty of room for both markets and the economy to get worse before they get better. https://bit.ly/3OBv9qy   Download Julian's Charts

Recorded June 24, 2022. Donate generously to World Central Kitchen ➡️ https://donate.wck.org/fundraiser/3816260  Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please donate generously to World Central Kitchen on behalf of NO BULL - Market Talk with George Noble™️.   Follow Julian on Twitter and MI2 Parteners Follow George Noble on Twitter and Youtube

Bloomberg News Equity Markets Reporter Elena Popina explains how a recent pattern has emerged in which day traders are pushing back against a bear market. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses the monkeypox outbreak in the U.S. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Projects and Investigations Reporter Liam Vaughan share the details of Liam's Businessweek Magazine story New Prediction Market Lets Investors Bet Big on Almost Anything. Grayscale CEO Michael Sonnenshein talks about why Bitcoin's recent selloff is more of an opportunity than a crisis. And we Drive to the Close with Julian Brigden, President of Macro Intelligence 2 Partners. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.   See omnystudio.com/listener for privacy information.

Bloomberg News Equity Markets Reporter Elena Popina explains how a recent pattern has emerged in which day traders are pushing back against a bear market. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses the monkeypox outbreak in the U.S. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Projects and Investigations Reporter Liam Vaughan share the details of Liam's Businessweek Magazine story New Prediction Market Lets Investors Bet Big on Almost Anything. Grayscale CEO Michael Sonnenshein talks about why Bitcoin's recent selloff is more of an opportunity than a crisis. And we Drive to the Close with Julian Brigden, President of Macro Intelligence 2 Partners. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.   See omnystudio.com/listener for privacy information.

Julian Brigden is the Co-founder and President of Macro Intelligence 2 Partners, a macro investment research firm based in Colorado. Julian has over 30 years of experience including positions in the market and policy-focused consulting to hedge funds and institutional investors, taking in stints at Credit Agricole, Medley Global Advisors, UBS, Lehman Brothers, and HSBC.As a global macro strategist, Julian has developed an uncanny ability to spot trends ahead of market consensus. Julian explores correlations in both financial markets and the wider economy, deploying them as invaluable investment indicators. I ask him to share some of those during this interview, giving us his worldview as we cover each region and asset class.Throughout his career, Julian has been featured in the biggest media outlets around, including Bloomberg, the New York Times, and The Wall Street Journal; and in 2017, he joined industry thought-leader Raoul Pal to launch Real Vision's Macro Insiders. It's there that Julian offers retail investors Wall Street's elite-level insights, and this interview is no different. Enjoy!Visit the MI2 website here: https://mi2partners.com/Subscribe to Macro Insiders on Real Vision, here: https://www.realvision.com/pricingThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Minutes to the Federal Open Market Committee's March meeting reveal that the U.S. central bank plans to begin reducing its balance sheet as soon as after the FOMC's May meeting. Policymakers discussed monthly caps for asset runoffs, $35 billion for mortgage-backed securities and $60 billion for Treasuries. The plan includes a phase-in period of three months, or modestly longer, but the monthly total cap of $95 billion is significantly higher than the last time the Federal Reserve tried to shrink its balance sheet. The Fed's hawkish tone was underscored by the fact that multiple members conceded that at least one rate hike of 50 basis points may be warranted and that they might have voted for one of that magnitude in March but for Russia's invasion of Ukraine presenting a new challenge to growth. U.S. equity markets slipped further into the red following the minutes' release, while the yield on the 10-year Treasury note jumped to a three-year high. Real Vision is in San Diego for this week's Macro Experience event, where we continue to meet face to face with some of our favorite guests. Julian Brigden, co-founder of MI2 Partners, joins Maggie Lake to discuss the FOMC minutes and the central bank's efforts to fight inflation while supporting growth on today's Daily Briefing. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3NLQFsR. Learn more about your ad choices. Visit megaphone.fm/adchoices

Julian Brigden of Macro Intelligence 2 Partners joins the podcast for the long-form episode this week. Julian discusses core inflation numbers, how he's looking at the next couple waves of inflation based on historic data, and how the commodities (and metals) sector look to move throughout the paradigm shift of de-globalization. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/

Yesterday we wrote of the very high likelihood the US Fed will be tightening into an already peaking economy and the cyclical resonance effect being potentially very bad for markets. Its a must read if you missed it and is a precursor to today's ‘part 2' piece delving into Julian Brigden's latest insights. Today we look at the role of inventories in these cycles. We'd venture that not one reader has not been affected by inventory effects since COVID but few would realise their causation in the economy.

Merryn talks to Julian Brigden of Macro Intelligence 2 Partners about the unwinding of the US stockmarket's super-bubble, and the risks and opportunities it poses for investors.

MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week. Link: https://bit.ly/3rSuKYb

1. Updates from Sam Ro -[[link]] 2. Article written by the Schwab Center -https://www.schwab.com/resource-center/insights/content/does-market-timing-work?3. Article written by Michelle Singletary on the Washington Post -https://www.washingtonpost.com/business/2021/11/05/new-social-security-benefits-statement/4. Tweet from Julian Brigden -https://twitter.com/julianmi2/status/1463920986244452358?s=115. Tweet from Mr. Thomas – Top down charts -https://twitter.com/callum_thomas/status/1462153930230534145?s=116. Financial Planning Topic of the week, article written by the Plancorp- https://www.aarp.org/money/taxes/info-2021/smart-tax-moves-to-make-now.html@JessupWealth on Instagram and Twitter@JessupWealthManagement on Facebook and LinkedIn

We discuss the big moves in markets yesterday and overnight as Powell drops ‘transitory', Moderna warn around vaccines and Omicron and then Julian Brigden's massive call on the USD. Certainly a must read today.

My guest on the latest episode of The Grant Williams Podcast is my friend, Julian Brigden of MI2 partners – one of the finest macro analysts plying his trade anywhere in the world today. In what turned out to be a wide-ranging and enormously thought-provoking conversation, Julian outlined just how problematic the range of options facing the world's central banks has become as inflation tightens its grip on the world economy, forcing certain central banks to take policy decisions which run counter to the interests of others for the first time in more than a decade. The knock-on effects for currencies of decisions made around interest rates and any possible steps designed to control yield curves are examined in the wake of the RBA abandonment of its YCC policy in recent weeks and Julian demonstrates just how high the stakes are and just how calamitous any policy mistakes will be at this juncture. This is sobering stuff. Please make sure you're sitting down while listening! As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

Whilst we will most certainly look back in abject wonder at this current economic setup, whether we do so with glee or regret largely depends on how you position yourself now. Today we discuss a record divergence and present Julian Brigden's call to buy platinum and silver now.

In this week's long-form interview, I travelled to Vail, Colorado to meet Julian Brigden, Co-founder of Macro Intelligence 2 Partners. Julian shared many of his views on a wide-range of topics, including America's new relationship with China, his concerns of the major markets, his thoughts on growth and inflation, and why gold is not necessarily appealing to him right now. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada. The Company holds a commanding land position within the Bullfrog Mining District. Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District. The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.

DB-Jul23,2021: Along with Real Vision senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing debut. As a special edition of the Daily Briefing, Pal and Brigden will be diving deep into their respective frameworks, discussing the differences in how they're seeing the macro picture as well as rallying around where they are aligned. Learn more about your ad choices. Visit megaphone.fm/adchoices

Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This practical and highly-refined approach has served him well for the ten years he has been running MI2 Partners and for years prior to that. In this episode, (recorded in Breckenridge, Colorado), Julian discusses how he developed this uniquely insightful methodology and how he uses it today to inform his own trading and that of his many institutional and retail clients.

Ram Nagappan, Chief Information Officer at BNY Mellon's Pershing, discusses how technology is driving a change in work and business. Bloomberg News Cross Asset Reporter Katie Greifeld explains why the newest meme stocks shows there is no sign of the craze fading. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Austin Carr share Austin's magazine cover story Jimmy Buffett Opens His $370 Million Monument to Frozen Drinks. Bloomberg News Equities Reporter Bailey Lipschultz previews first-quarter results from GameStop. And we Drive to the Close with Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners.   Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Ram Nagappan, Chief Information Officer at BNY Mellon's Pershing, discusses how technology is driving a change in work and business. Bloomberg News Cross Asset Reporter Katie Greifeld explains why the newest meme stocks shows there is no sign of the craze fading. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Austin Carr share Austin's magazine cover story Jimmy Buffett Opens His $370 Million Monument to Frozen Drinks. Bloomberg News Equities Reporter Bailey Lipschultz previews first-quarter results from GameStop. And we Drive to the Close with Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners.   Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Warum das Inflationsrisiko unterschätzt wird, der US-Dollar deutlich sinken und die Renditen der Staatsanleihen bald wieder steigen dürften. Ein Einblick in das Dilemma der amerikanischen Zentralbank. Julian Brigden ist Co-Gründer der unabhängigen Research-Boutique Macro Intelligence 2 Partners und regelmäßiger Gast bei RealVision. Der Wall Street Veteran ist gefragter Berater amerikanischer Banken und in der Hegdefonds-Szene. Seine Strategie fokussiert sich auf die Korrelationen zwischen der Wirtschaft und dem Finanzmarkt! LINKS https://www.instagram.com/kochwallstreet/ https://www.facebook.com/markus.koch.newyork https://www.youtube.com/user/kochntv https://www.markuskoch.de/

Julian Brigden is the founder of MI2 Partners and is one of the macro insiders at Real Vision. Here he talks about the importance of understanding history, his thesis on the USD and emerging markets, the metals he's watching and much more! Interview with a lot to learn!

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. In 1971, US president Nixon suspended the convertibility of the dollar to gold bullion, terminating what was known as the Bretton Woods system, which also kept other major currencies pegged to the greenback at a fixed exchange rate. Since then, the US dollar has experienced three major cycles of appreciation followed by weakening, all of which have greatly impacted asset prices around the world. Our guest this week is Julian Brigden (‎Co-Founder & President: ‎Macro Intelligence 2 Partners), a macro strategist who is particularly focused on secular USD trend and their ramifications across global markets. Our conversation included: His general framework, favorite macroeconomic indicators and putting the pieces together Why the ISM is a fantastic metric to gauge activity (Portfolio) size matters – tactical vs strategic calls Parallels with the 1960s, financial repression and how this may impact the US dollar Central banks’ independence in check, and the growing role of fiscal policies Inflation – expectations of the coming commodity bonanza and knock-on effects across the globe Rates, bubbles and the outlook for equities Gold vs silver vs copper – portfolio hedges under secular inflation We also discussed liquidity crunches, the role of the Fed, the wealth gap and alternative paths to overcoming the current enormous debt overhang. As long-time followers of Julian’s work, we had been looking forward to this episode for some time, and it exceeded our expectations. Thank you for watching and listening. See you next week.

MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.Link: https://bit.ly/3rHZfgk

DB:Feb 10,2021: Real Vision editors Max Wiethe and Jack Farley delve into what Fed Chair Powell’s remarks indicate about the future of monetary policy and the economy. Max catalogs the rally in cannabis equities and notes that the bulk of the euphoria seems to be located in Canadian pot stocks, which may not be as favorable as their U.S. counterparts. After noting the tremendous volatility in MicroStrategy Incorporated ($MSTR), Jack and Max interpret what today’s reading for the Consumer Price Index, which fell slightly below expectations, means for reflation trades such as banks and energy. They close by giving a sneak peek of upcoming interviews with Julian Brigden, Howard Marks, Joel Greenblatt, and Lyn Alden as part of the “Is Everything a Bubble?” series. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our guest in todays episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a highly enjoyable conversation with Julian, who has a unique knack of explaining his frequently controversial views in a thoroughly entertaining fashion. He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the way back to the Black Death in the middle ages. Topics Discussed in this Episode The consistency of the US dollar cycle The COVID related March funding squeeze US current and capital account deficit Why Risk Parity strategies might be a bad idea going forward The many visible signs of ‘the Fourth Turning’ and why global markets are at an inflection point Unemployment "The U.S. just hit post Second World War highs (for unemployment), and if you don’t, post Great Depression highs. The point is that we are starting in an economic hole which is, arguably, much, much deeper than many of our peers. And that is in virtue of the fact that we have a super flexible labor market" Why recent Federal Reserve liquidity injections into the market may not have been part of Quantitive Easing (QE), which could still be yet to come “As the economy starts to recover, that’s when we will come out with old fashioned QE." I’m like, “Jesus, what’s that? Is that another 80 billion a month, trillion a year?” And the answer is, “Almost certainly.” Yield curve control The independence of the Fed The case for Systematic Trend Following commodity funds Why Bitcoin may be a dangerous long-term investment "(That) is the day that you are presented with the option of handing your bitcoin over in the same way that you did with gold in the ‘30s or trying to keep hold of it and if you’re caught ending up in a big dark hole with a bloke called Bubba who calls you Shirley" Financial repression Why government bond yields may struggle to rise again The history of global pandemics "There was this little bloke called Martin Luther who hung around as all the Catholic priests fled out to their country properties when we had the black death, who stayed and helped. Guess what? That was the cycle high of Catholicism. That was a relatively big turning point in History. Pandemics kind of do that" Commodity markets The case for Silver against the US dollar How market cycles tend to repeat themselves The importance of central bank policies when trying to gauge markets Links Catch up with Julian Brigden and learn more about his macroeconomic research firm, MI2Partners Julian BrigdenMI2Partners Follow Niels, Moritz, & Rob on Twitter: Niels Kaastrup-LarsenMoritz SeibertRob Carver Subscribe on:

All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock marketLink: https://bit.ly/2Xx20VL

The Jelly Donut Podcast #22 with Julian Brigden was recorded on March 18, 2019. Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. He brings 25 years of experience in financial markets. Julian spent five years at Medley Global Advisors, a leading macro policy intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brothers in FX and precious metals. He's been featured many financial outlets including Bloomberg, CNBC, the New York Times, Wall Street Journal and in Barron’s, for the firm's research on EM, liquidity, QE, Bubbles, and global Fx. https://twitter.com/JulianMI2 https://www.mi2partners.com/ https://twitter.com/MI2Partners https://twitter.com/MI2Thoughts https://www.realvisionresearch.com/macro-insiders/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

MacroVoices Erik Townsend and Patrick Ceresna bring you an amazing double header episode with Julian Brigden talking about central bank liquidity and an update on nCoV with Dr. Chris MartensonLink: http://bit.ly/2u7AkKO

The Jelly Donut Podcast #9 with Julian Brigden was recorded on November 24, 2019. Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. He brings 25 years of experience in financial markets. Julian spent five years at Medley Global Advisors, a leading macro policy intelligence firm and served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brothers in FX and precious metals. He's been featured many financial outlets including Bloomberg, CNBC, the New York Times, Wall Street Journal and in Barron’s, for the firm's research on EM, liquidity, QE, Bubbles, and global Fx. https://twitter.com/JulianMI2 https://www.mi2partners.com/ https://twitter.com/MI2Partners https://twitter.com/MI2Thoughts https://www.realvisionresearch.com/macro-insiders/ --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

All-Star Julian Brigden weighs in on the Saudi Arabia oil infrastructure attacks, Chinese liquidity, and the Fed’s QE that isn’t QE according to the FedLink: http://bit.ly/33CcXFC

MI2 Partners founder Julian Brigden is back with an update on recession outlook, fixed income, and the geopolitical events of last weekend.Link: http://bit.ly/2kntsUS

All-Star Julian Brigden on the implications of deflation for the Pension system, whether a recession is possible without a yield curve inversion, and the 10yr yield outlook.Link: http://bit.ly/2y7edTn

All-Star Julian Brigden opines on the return of crypto currencies, gold, silver, and the U.S. Dollar. Link: http://bit.ly/2LQ6b9C

All-star Julian Brigden opines on the China-U.S. trade negotiations, middle-east geopolitical tensions, and much more.

Today’s MacroVoices All-Star is Julian Brigden, who says that the Fed needs to ease and why the dollar is crucial to kick off the next wave of the cycle

The inaugural episode of MacroVoices INSIDE THE INVESTMENT COMMITTEE featuring Julian Brigden, Juliette Declercq and Alex Gurevich takes you inside the process professional fund managers and their advisers use to source and vet macro trading strategies.

MI2 Partners founder Julian Brigden explains why the Fed is already late to cut interest rates, and the reason has nothing to do with a China-U.S. trade war.

MacroVoices All-Stars Episode #1 featuring Dr.Pippa Malmgren, Art Berman, Prof. Steve Keen, Julian Brigden, Luke Gromen and Danielle DiMartino Booth.

Having a well-laid out market view is critical to trading well, but traders sometimes have difficulty knowing where to start. If you have ever wanted to listen in on how someone with 30-years of experience with some of Wall Street’s most storied institutions develops a view, this show is for you. Julian Brigden of MacroIntelligence2 and Real Vision’s Macro Insiders shares how he advises traders with some of the deepest pockets on what may be developing on the horizon and possible ways to position for such a move. Julian’s breadth and depth of market knowledge will likely astound many listeners while informing nearly all on how to appropriately develop macro views that can be traded. To obtain the discount from Julian, Follow this link https://rvtv.io/DAILYFX Subscribe our podcasts: iTunes Google Play Stitcher Soundcloud Follow Tyler article via his DailyFX Bio: https://www.dailyfx.com/authors/bio/Tyler_Yell Talk markets on twitter @ForexYell

Erik Townsend and Patrick Ceresna welcome Julian Brigden back to the show. Erik and Julian discuss what is driving the bond market, demographics and the global excesses in the equity markets. They ask is the U.S. housing markets overpriced, where is the next trade in treasuries and is the stock market due for a big bubble bounce? They finally touch on inflation considerations in 2019 and what is the next move for the Fed?

In this episode of the Behind the Markets Podcast host Jeremy Schwartz and Jeremy Siegel talk about Trump and the Fed in light of the presidents comments on rate hikes. Then we get macro outlook with the president of Macro Intelligence 2 Partners. All that and more! Tune in Guests: John Apruzzese - Chief Investment Officer at Evercore Wealth Management More at https://www.evercore.com/ Julian Brigden - Co-Founder and President of Macro Intelligence 2 Partners. As a global macro strategist Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets. Follow him on Twitter @JulianMI2 More at https://www.mi2partners.com/ See acast.com/privacy for privacy and opt-out information.

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss what is on the horizon for inflation and is there a risk of runaway inflation? They look at today’s market and what comes next for equities. They discuss if the market highs in already and if bonds and stocks sell off, where does the money go? They look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.

In this episode of The Big Question podcast, I speak with Julian Brigden, the co-founder of Macro Intelligence 2 Partners and a market veteran with 25 years of experience. We discuss the state of the global bond market, Julian's views on the US dollar, what happens when central bankers get what they wanted (case in point: Europe), demographics of Japan, and much more. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

Erik Townsend welcomes Julian Brigden and Raoul Pal back to MacroVoices. Erik, Julian & Raoul discuss their views on the US Dollar, the equity markets and the business cycle. They further explore the outlook on the bond bull market, demographics and the coming pension crisis.

Before the hundreds of billions in corporate bailouts and trillions in central bank interventions, there was a time when we believed there was no way our financial models and investment strategies couldn’t be wrong. That was until a hedge fund came along that threatened to bring down the global financial system in 1998. In ‘Things I Got Wrong’, Julian Brigden, Co-Founder of Macro Intelligence 2 Partners, shares what he got wrong on spotting major trends but jumping on them too soon. Learn more about your ad choices. Visit megaphone.fm/adchoices