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Maggie Lake Talking Markets: What Does the Big Dip in Retail Sales Mean?

Maggie Lake Talking Markets Feat. Julian Brigden

February 14, 2025

“What Does the Big Dip in Retail Sales Mean?” –  MI2 Partners’ Julian Brigden hates to say he told you so, but, well, he told everyone so: “The idea that inflation is defeated is a joke.” Now, with a hotter-than-expected CPI report earlier this week, and January’s biggest dip in retail sales in almost 2 years, what’s going on? Julian joins Maggie Lake to discuss what the data means, his short- and medium-term outlook, and where he is seeing opportunities.

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Talking Markets: Credit Distress? With Maggie Lake & Harry Melandri

December 18, 2025

During most stock market sell-offs, the dollar tends to rise. However, Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains to host Jack Farley of Monetary Matters why he believes the U.S. dollar will weaken as the stock market declines, as a bubble in dollar assets is burst by new U.S. fiscal policy.

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