Macro Voices

MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

10 snips
Feb 23, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Oil Market Is Heading Lower Despite All the Reasons I've Described
01:35 • 2min
3
Is the Fed Reaching Their Terminal Rate or Are They Going Back Down?
04:03 • 3min
4
Are the Dots Structurally Inflationary?
06:36 • 2min
5
What's the Fed's Strategy to Lower Inflation?
08:20 • 3min
6
What the Market Doesn't Understand
11:39 • 2min
7
What's Going on in the Equity Market?
13:24 • 3min
8
Is This the Buy the Dip Opportunity?
16:16 • 5min
9
Is It Still Too Early?
21:08 • 3min
10
What's Your Stock Market Outlook?
24:28 • 3min
11
What Does This Mean for Bond Markets?
27:17 • 4min
12
Precious Metals Charts - Is This Just a Hiccup?
31:19 • 2min
13
Is the Worst Behind Us for Europe?
33:05 • 5min
14
Are We Coming to the End of a Great Moderation?
37:38 • 4min
15
Is There a Real Risk That We're Going to Get a Very Sharp Downturn?
41:26 • 2min
16
Is There a Future for Active Investing?
43:55 • 2min
17
MacroVoices - The Ukraine-Russia War
45:54 • 3min
18
NATO Aggression
48:50 • 2min
19
Is It an Honest Statement?
51:08 • 3min
20
What's Going on in Russia and China?
54:30 • 5min
21
SPX OpEx - What Levels Are You Watching?
59:57 • 2min
22
Is This a Bear Market Rally That Was Meant to Fail?
01:02:06 • 4min
23
NASDAQ QQs - What's the VIX?
01:05:49 • 2min
24
A Close Below 104 on the Dollar Index
01:08:10 • 2min
25
The Gold Market Is Taking a Backseat to the Dollar Index
01:09:47 • 5min
26
MacroVoices Research Roundup
01:14:34 • 2min
27
MacroVoices Review
01:16:06 • 2min