In this episode, we delve into a comprehensive discussion with Julian Brigden, a
renowned global macro strategist. Brigden shares his insights on the current
state of the US equity market, the economic implications of the Goldilocks
narrative, the potential risks of the bond market, and the future of global
economies like the UK, Europe, and Japan. This episode offers a deep-dive into
the complexities of global economics and financial markets.
Topics Discussed
• Brigden's perspective on the US equity market being massively overvalued
compared to the rest of the world
• Discussion on the dominant narrative of the Goldilocks soft landing and its
statistical 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 in
the face of high rates
• Brigden's views on the structural bear market in fixed income and its
implications
• Discussion on the potential for growth and inflation to run hotter than
consensus
• Insights into the political and economic state of Japan and the potential for
autonomous growth
• Discussion on the potential trades and market trends to watch out for
This 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.
