Episode 17:Inflation and The Rotation Out of US Assets. With Julian Brigden

MI2 Partners' Julian Brigden hates to say he told you so, but, well, he told everyone so: "The idea that inflation is defeated is a joke." Now, with a hotter than expected CPI report earlier this week, and January's biggest dip in retail sales in almost 2 years, what's going on? Julian joins Maggie Lake to discuss where the market is mispriced, the threat of a great rotation out of US assets and the bold and risky plans the Trump Administration may be considering to bring down the deficit. Hang on to your hat. Join MI2 Partners on Substack here: https://mi2partners.substack.comhttps://mi2partners.com/macrocapture-landing-page/

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Chapters

00:00 Market Overview: Stocks vs. Bonds

02:58 Navigating Volatility in Today's Market

06:13 The Gold and Silver Trade Dynamics

09:08 US Dollar and Global Economic Policies

11:52 The Future of US Debt and Economic Strategy

15:09 Implications of Economic Changes on Workers and Stocks

21:34 The Future of Europe: Pessimism and Potential

22:46 Contrarian Views on European Stocks

23:42 Economic Implications of European Defense Spending

25:52 US Dependency on Foreign Investment

28:22 The Fragility of US Economic Growth

30:41 The Risks of Overconsumption in the US

33:02 The Macro Trends Influencing Global Investment

35:24 The Future of US Equities and Inflation Risks

39:32 Navigating Market Volatility and Investment Strategies

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.