Resolve Riffs Investment Podcast

Julian Brigden on the Coming Reset and Decline of US Exceptionalism

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May 26, 2025
Julian Brigden, president and founder of MI2 Partners, joins to share his insights as a market strategist. He discusses the decline of U.S. exceptionalism and the implications for the dollar's strength amid rising global competition. The conversation navigates vulnerabilities in the treasury market and how fiscal policies under the Trump administration have reshaped capital flows. Additionally, Brigden highlights the shift of global investors towards alternative assets and the geopolitical recalibration affecting U.S. foreign policy.
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INSIGHT

Reflexive Cycle of US Exceptionalism

  • US exceptionalism involves a reflexive cycle funded by global capital inflows sustaining financial markets and current account deficits.
  • This cycle risks collapse due to policy triggers like the Trump administration's tariff measures disrupting this capital flow.
INSIGHT

US Defense Pullback Impacts Europe

  • US retrenchment from European defense compels Europe to increase defense spending significantly.
  • Europe faces the challenge of sourcing funds, likely affecting global capital flows and asset allocations.
INSIGHT

Triffin's Dilemma and US Hegemony

  • The US faces a classic Triffin's dilemma: the benefits of reserve currency status no longer align with domestic policies.
  • This signals peak US imperial power and the move toward a multipolar and unstable global order.
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