Supply Shock Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden
6 snips
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
The Relationship Between Consumer Beliefs, Inflation, and Policy Credibility
05:06 • 4min
Dass London Conference Promo and Inflation Expectations Discussion
09:09 • 6min
The Analogy Between Current and Past Periods of Inflation
14:42 • 24min
Comparing the Performance of Nvidia and Microsoft in the Stock Market
38:51 • 2min
The Similarities between Bitcoin Market Behavior and the NASDAQ Bubble
40:57 • 29min
The Rise of Populism, Historical Parallels, and Making Money in Different Markets
01:10:22 • 4min