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!
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Referenced In The Show:
How Bad Will the German Recession Be?
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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
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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.
