Intro

We're kicking off September at Talking Markets with the one and only Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture. Julian will be pulling up a chair to chat with Maggie Lake about his fears for tech stocks, the AI "bubble," his thoughts on US exceptionalism, the telegraphed rate cuts, why people are ignoring strong hard asset performance, and more (lots more). Follow MI2 on Substack here: https://mi2partners.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with us on Twitter: https://x.com/the_markethouseConnect with us on Substack: https://themarkethouse.substack.com/We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.