

#65 - Julian Brigden: Macro and Market Outlook
4 snips Apr 8, 2025
Julian Brigden, Co-Founder of Macro Intelligence 2 Partners, shares his insights on global macroeconomic trends, focusing on the U.S. dollar and stocks. He discusses the historical influences shaping economic power and the effects of AI on productivity and national debt. Brigden also delves into the Mar-a Accord and its implications for trade dynamics. Geopolitical tensions, particularly between the U.S. and China, are explored, along with strategies for diversification and navigating market risks in an evolving economic landscape.
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Career Start
- Julian Brigden's career began in trading and sales at various banks.
- A client's large investment after the financial crisis led him to found Macro Intelligence 2 Partners.
Pax System
- Global economies have historically operated under a Pax system, with a dominant power setting the rules.
- These systems eventually collapse due to imperial overreach, financial strain, or technological shifts.
Trade and Current Account Deficits
- Trade deficits/surpluses reflect the balance of imports and exports.
- Current account deficits require funding from foreign investments or borrowing.