In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy!
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Timestamps:
(00:00) Introduction
(01:46) Are Rate Cuts Coming?
(08:54) Why Rate Cuts Might Not Come
(14:46) Avalanche Ad
(16:07) Mantra Ad
(17:13) Why Rate Cuts Might Not Come (Continued)
(20:41) 2025 Recession Outlook
(29:02) Bond Market Sentiment
(30:48) Permissionless Ad
(31:28) Reality of Inflation
(48:13) Global Market Opportunity
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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.
Supply Shock 