The Market Huddle Three Legged Stool (Guest: Julian Brigden)
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Mar 29, 2025 
Julian Brigden, the founder of MI2 Partners and a macroeconomic expert, shares his insights on today's trading landscape. He emphasizes the necessity of adapting strategies to current market conditions rather than relying on outdated methods. The discussion covers the complexities of U.S. economic dynamics, the implications of a strong dollar, and the risks associated with high corporate debt. Julian also highlights the significance of hedging strategies amidst recession fears, urging a critical look at market narratives and investor behavior.
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Fragile US Economy
- The US dollar's strength and US stock market performance are interconnected and fragile due to foreign investment.
- A dollar decline could trigger a vicious cycle of foreign capital flight and economic downturn.
Misreading Trump
- Trump's policies aim to benefit American workers, not Wall Street, through tariffs and incentives for domestic production.
- Misinterpretations of his initial tax cuts led to a false sense of security in the markets.
C-Suite Culpability
- The US has offshored manufacturing, benefiting corporations while harming American workers.
- The current administration seeks to reverse this trend, even if it causes short-term market pain.