MI2's Global Macro Summit

September 26-29| Vail, CO

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Podcast & Media Interviews

September 8, 2023
Tom Bodrovics, host of Palisades Gold Radio, welcomes back Julian Brigden from Macro Intelligence 2 Partners to discuss the inconsistencies between equities and bond markets. Markets don’t seem to be fully pricing in the probability of a recession. We are seeing hyperfinancialization, where equity markets are not necessarily correlating with the real economy. These Hyper Financial Markets are setting the patterns for the movements of bonds and equities. Those in power are concerned with how financial markets are performing rather than the real economy.
August 2, 2023
Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer."
August 2, 2023
A highly bubblicious US stock market, bond yields treading higher, and debt service payments spiraling out of control, yet the US Dollar is rebounding. Guest Julian Brigden of MI2 Partners helps us understand what is really happening. Has the FED outsmarted all of us? A fun and very insightful discussion, hosted by Kai Hoffmann of Soar Financially.
July 27, 2023
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.
July 17, 2023
Seamus Murphy, founder, and managing director of Carraighill joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario.
July 5, 2023
Julian Brigden, co-founder and president of MI2 Partners, joins Maggie Lake to discuss the market’s reaction to today's June FOMC minutes and explore what may happen with unemployment leading up to the U.S. jobs report on Friday. Plus, Julian will look at the mechanics of the U.S. dollar and discuss its trajectory from here.


Media Outlet