September 2, 2025
“Rate Cuts Will Not Help” – We’re kicking off September at Talking Markets with the one and only Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture. Julian will be pulling up a chair to chat with Maggie Lake about his fears for tech stocks, the AI “bubble,” his thoughts on US exceptionalism, the telegraphed rate cuts, why people are ignoring strong hard asset performance, and more (lots more).
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.
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.
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.