Julian Brigden

Julian Brigden, co-founder of Macro Intelligence 2 Partners, dives into the future of the U.S. dollar and its impact on global markets. He predicts a decline in the dollar as U.S. fiscal policies shift, pushing investors towards international stocks, especially in Europe and Australia. Brigden also discusses the troubling U.S. trade deficits and the country's growing reliance on foreign investments. Amidst fears of economic turbulence, he shares strategies for navigating the shifting landscape, emphasizing the importance of long-term investment approaches.

Julian Brigden, co-founder of MI2 Partners, and Jonny Matthews, a veteran macro trader at SuperMacro, dive into global economic dynamics. They discuss the forces that are weakening sovereign bonds and the implications of fiscal policies on the U.S. dollar. The guests analyze how tariffs impact business investments and bond markets, along with the risks tied to foreign investments. They also touch on productivity growth, inflation trends in Europe, and shifts towards non-U.S. assets amidst rising insurance costs, offering insights for navigating a turbulent financial landscape.

Julian Brigden, Co-Founder of MI2 Partners, is a macro analyst specializing in global financial trends. In this discussion, he reveals how recent shifts in U.S. trade policy are prompting foreign investors to offload U.S. assets and repatriate profits. He further explains how this trend, combined with a slowdown in dollar flow due to tariffs, could lead to a weaker dollar and challenges for U.S. financial markets. Brigden also delves into the implications of tariffs, potential stagflation, and the broader economic effects on both the U.S. and global markets.

Julian Brigden, president and founder of MI2 Partners, joins to share his insights as a market strategist. He discusses the decline of U.S. exceptionalism and the implications for the dollar's strength amid rising global competition. The conversation navigates vulnerabilities in the treasury market and how fiscal policies under the Trump administration have reshaped capital flows. Additionally, Brigden highlights the shift of global investors towards alternative assets and the geopolitical recalibration affecting U.S. foreign policy.

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 He emphasizes the necessity of adapting strategies to current market conditions rather than relying on outdated methods.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.

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.

Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture, shares his deep expertise in the world of bonds and the economy. He discusses the recent surge in U.S. Treasury yields and the ramifications for equities amidst fears of central banks losing control. Brigden argues that while there are investment opportunities, the markets are extremely fragile. He also touches on U.S. exceptionalism, the impact of technological advancements like AI, and the importance of diversifying portfolios in today's volatile landscape.

Julian Brigden from MI2 Research joins to unravel the complexities of the U.S. economy, focusing on the precarious state of equities and bonds. He discusses the pressing issue of central bank independence and the impact of political dynamics. The conversation shifts to U.S. trade policies, highlighting vulnerabilities while underscoring gold's allure as a safe haven. Brigden reflects on retail investors' behaviors amid market shifts and the potential risks stemming from rising tariffs, providing valuable insights for navigating today's economic landscape.

Julian Brigden, co-founder of MI2 Partners, brings his macroeconomic expertise to discuss pressing financial trends. The conversation navigates the troubling dynamics for consumers as major companies report declining sales while the wealthy continue to spend. They delve into Warren Buffett’s views on economic warfare and the potential 30% drop in the S&P 500, alongside ongoing labor market challenges. The duo also explores future market expectations, including the impact of changing demographics on bonds and the Federal Reserve’s balancing act.