Global Macro Podcast #001 | feat. Julian Brigden

Our guest in today's episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a highly enjoyable conversation with Julian, who has a unique knack of explaining his frequently controversial views in a thoroughly entertaining fashion. He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the way back to the Black Death in the middle ages.

#globalmacro #investing #trading

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Topics discussed in this episode:
- The consistency of the US dollar cycle
- The COVID related March funding squeeze
- US current and capital account deficit
- Why Risk Parity strategies might be a bad idea going forward
- The many visible signs of ‘the Fourth Turning’ and why global markets are at an inflection point
- Unemployment
- Why recent Federal Reserve liquidity injections into the market may not have been part of Quantitive Easing (QE), which could still be yet to come
- Yield curve control
- The independence of the Fed
- The case for Systematic Trend Following commodity funds
- Why Bitcoin may be a dangerous long-term investment
- Financial repression
- Why government bond yields may struggle to rise again
- The history of global pandemics
- Commodity markets
- The case for Silver against the US dollar
- How market cycles tend to repeat themselves
- The importance of central bank policies when trying to gauge markets

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Check out the show notes for this episode right here!
http://toptradersunplugged.com/gm1

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Catch up with Julian and learn more about his work:
Julian's Twitter: https://twitter.com/JulianMI2 (@JulianMI2)
MI2 Partners: https://mi2partners.com/

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Видео Global Macro Podcast #001 | feat. Julian Brigden канала Top Traders Unplugged