Podcasts about macro intelligence

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.

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

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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/

OPEC and allies agreed to move forward production increases scheduled for September, but global energy supply problems continue to undermine the Federal Reserve's efforts to fight inflation in the U.S. That's to say nothing of rising pressure on global food supply and production. Meanwhile, ahead of Friday's official report on the employment situation for May from the Bureau of Labor Statistics ADP reported private payrolls increased by just 128,000 last month. That's the smallest gain of the pandemic-era recovery. Harry Melandri, advisor for Macro Intelligence 2 Partners, joins Real Vision's Maggie Lake to talk about inflation, growth, and markets. And we hear from Neal Berger about why the Fed should just get it over with and hike by 100 basis points in a single move. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3M64iAY. Watch the full conversation featuring Neal Berger and Ash Bennington here: https://rvtv.io/3NRmrDM. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

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/

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.

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.

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

The second of our ‘SaaS expert interview' series sees Matt Milligan chat to Natasha Dadlani. Natasha is the Global Head of Sales at Market News (MNI), a Macro Intelligence firm specialising in Central Bank Policy. They chat all things Market News, the relationship between sales and risk, and the way that Gen Z are distinct as a generation of sales-people.

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

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

Quick Take away from a monster 3+ hour session, Chris hosts a Macro Ops roundtable with Alex Barrow, Tyler Kling and Mr. B. If you want more of this Check out what we are doing at https://macro-ops.com/global-macro-research/ This is a monster podcast, unedited, long form, plug in go deep with us. We start off right away with Alex talking a little highlight of this month’s Macro Intelligence Report. a monster rally that left everyone in the rearview mirror and now people are starting to FOMO into the market after a nearly 20% rally from the December 26 lows. We dig into Alex’s thinking at the end of the year of why the equity indexes had bottomed, what sentiment indicators he was looking at to feel confident. Publishing that report on Real Vision when everyone else was bearish was interesting to see the reaction from fellow market participants. Bottoms, what are some reliable, repeatable bottom finding (not top selling) setups, if nothing else for a tradable bottom. Cash was the highest returning asset in 2018 Then we get into value investing with Mr. B. If you think catching the bottom on equity indexes was good at 20% bounces, Mr. B found these needles in a haystack: Garret Motion $GTX and Construction Partners $ROAD they are currently up 60% and 40% respectively. Difference between retail investors and managers, retail DOES NOT HAVE TO BE STYLISTIC. Alex calls: -Dollar -Rising Interest Rate Regime -Equity Volatility -1960’s and 1970’s volatility Venezuela, on the door steps of war? Then we get into politics, but not too political. Mr B talks about Howard Marks latest note and anti-capitalism. You can find his note here: https://www.oaktreecapital.com/insights/howard-marks-memos Alex, a political scientist, goes into some depth on capitalism. We touch on the craziness of 5:1 leverage to purchase a home…and a flashback to the 1990’s at 16% interest rates for home mortgages. Risk, Risk, Risk. Some of the highlights of being a full time trader and traveling, nomadic systems trading. And here we go, it always comes back to Warren Buffett. Alex turns the tables on Chris and we learn a bit of his time before and during the military and where he got into systems trading. As a Marine he had visited Thailand and Indonesia during their debt crisis, and seeing the effects of Russia defaulting on their currency, Pakistan and India getting nukes, having a front row seat for some of the biggest events in Global Macro in the later 1990’s. Key requirements of a trading system. Chris goes on about systems trading, his last 20 years of trading. And again back to Buffett and Munger. Humility, realizing that you suck but continuously learning from mistakes. Getting comfortable being uncomfortable, truly analyzing what you are doing wrong and getting better over time. Constant improvement. Ice baths, extreme heat, building that mental toughness and resolve. It isn’t the same as a losing streak but getting comfortable with suffering. Paper trading, backtesting, getting experience but more importantly you get practice taking shots, entering/exiting, practicing the basics over and over obsessively. It’s no different than what a professional athlete does: https://www.businessinsider.com

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.

With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats. Learn more about your ad choices. Visit megaphone.fm/adchoices

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/

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