On The Margin cover image

On The Margin

Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden

Nov 23, 2023
Julian Brigden, Co-Founder of MI2 Partners, discusses the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. He also analyzes the similarities between the recent market behavior of Bitcoin and the NASDAQ, and explores the rise of populism and its impact on the current political climate.
01:14:10

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Podcast summary created with Snipd AI

Quick takeaways

  • The shift in corporate mindset towards raising prices indicates a significant change in the approach to corporate earnings amidst potential rising inflation.
  • Market expectations for inflation may not align with consumer expectations, raising concerns about the sustainability of current Fed policy and its impact on financial conditions and the dollar.

Deep dives

Inflation and Corporate Profitability

The podcast episode discusses the potential for rising inflation and its impact on corporate profitability. The speaker highlights that corporate profitability is increasingly driven by price increases. They mention the example of Fed governors questioning local executives about raising prices, with two-thirds of the audience indicating a willingness to raise prices by 5% or more. The speaker suggests that this shift in mindset towards raising prices indicates a significant change in the approach to corporate earnings. They also mention the potential consequences of this trend for inflation.

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