Julian Brigden, co-founder of MI2 Partners, joins Forward Guidance to share his outlook for the challenges facing the Federal Reserve. Brigden argues that nominal economic growth in the U.S. remains too high, and that inflation is at risk of re-accelerating after its steady fall over the past year.Brigden expects that the rally in the U.S. stock market is fueling economic growth and in particular is preventing the increase in unemployment that normally accompanies the Fed’s interest rate hikes. As such, Brigden argues that markets are perched on a “knife’s edge” and that either stocks must halt their advance and start to decline, or bond must sell off drastically and the Federal Reserve must continue to hike interest rates.Filmed on July 26, 2023, shortly after Fed Chair Jay Powell’s press conference at the close of the meeting of the Fed’s Federal Open Market Committee (FOMC). Brigden is also co-host of “Insider Talks” on Real Vision Pro.Today’s interview is sponsored by Blockfills, a crypto trading solutions and financial technology firm. Follow Julian Brigden on Twitter https://twitter.com/JulianMI2Follow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_--Timecodes:(00:00) Introduction(00:30) Something Has To Crack(11:01) Hyperfinancialization Means Employment Will Stay High As Long As Stocks Keep Going Up(22:09) Recession Risk(26:41) What's More Likely, A Fall in Stocks Or A Fall In Bonds?(32:34) Commercial Real Estate (CRE) Comparison To Subprime Mortgages In 2007(36:17) Is The Bond Market Still The "Smart Money"?(40:30) Is Liquidity Rising Or Falling?(43:26) Inverted Yield Curves Predict Recessions... Right? (Maybe No Longer!)(45:40) U.S. Housing Market(49:32) Julian's Bear Case For The U.S. Dollar(01:06:47) German Economy Is Very Sluggish(01:08:34) China(01:14:41) Will Japanese Interest Rates Be At Zero Forever?____Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Macro analysts Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews share their 2024 outlook on global economy, stocks, bonds, currencies, and Bitcoin. Discussions include U.S. outperforming global economy, loose financial conditions, central bank policies, Bitcoin as hedge, Federal Reserve's interest rate cuts dilemma, and future of US dollar and cryptocurrencies.

MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more. Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG   Download Big Picture Trading chartbook 📈📉https://bit.ly/3lUzYSl ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J   Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Macro analysts Julian Brigden and Barry Knapp discuss the current macro landscape and its impact on investment strategy. Steven McClurg, Leo Mizuhara, and Matt Hougan explore the macroeconomic dynamics driving crypto price action, including Bitcoin's relationship with inflation and its performance during the COVID pandemic.

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.

Renowned global macro strategist Julian Brigden discusses the massively overvalued US equity market compared to the rest of the world, the implications of the Goldilocks narrative, risks of bond market, and the future of global economies like UK, Europe, and Japan. Insights on potential trades and market trends to watch out for.

Julian Brigden from MI2 Partners challenges optimism about a soft landing in the economy, discussing labor market complexities, core service inflation, and corporate pricing strategies. He analyzes the Federal Reserve's dilemma in managing inflation and global economic flows impact on the US dollar. Brigden also unpacks potential opportunities in the choppy market.

Julian Brigden, co-founder of independent research firm MI2 Partners, discusses the Goldilocks narrative, risks in the market, Tesla stock performance, the Chinese stock market, and the outlook for gold. He expresses skepticism about achieving a soft landing in the US economy and shares concerns about Tesla and the Chinese market. Julian also offers thoughts on gold being in a structural bull market.

Julian Brigden, Head of Research at Macro Intelligence 2 Partners, shares his wealth of knowledge on the economic landscape. He discusses the implications of a new Trump term, particularly how tariffs might affect inflation and corporate profits. Brigden raises concerns about a looming bond crisis and the precarious state of foreign investment in U.S. assets. He examines the strong dollar's paradox and its impact on risk assets while highlighting precious metals as a strategy for wealth preservation amid volatility.

Guests Jim Bianco, Ram Ahluwalia, and Julian Brigden discuss the potential ramifications of an approved Bitcoin ETF and the BOJ's Yield Curve Control policy. Topics include the exponential growth of technology, economic indicators, concerns about a spot Bitcoin ETF, early days of crypto, and managing Japan's economy with yield curve control.