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Julien Garran

Partner at MacroStrategy Partnership, a UK-based macro research boutique. Specializes in global liquidity cycles and their implications for commodities and asset classes.

Best podcasts with Julien Garran

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Apr 10, 2025 • 1h 9min

Julien Garran: The Real Trump Trade Is a Blue-Collar Economic Revolution

In a captivating discussion, Julien Garran, a partner at MacroStrategy Partnership specializing in global liquidity cycles, reveals the misinterpretation of Trump's economic agenda. He argues that the 'Real Trump Trade' focuses on revitalizing blue-collar workers through strategic government interventions. Julien discusses how trade, spending, and energy policies aim to rectify decades of decline, while predicting a deflationary bust turning into a reflationary boom. He also raises concerns about AI's sustainability as a bubble and the potential for long-term economic shifts.