Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunity given the current macro backdrop.
Julian Brigden, Co-founder of Macro Intelligence 2 Partners, discusses a potential credit crunch, the odds of an impending recession, the Federal Reserve's evolving monetary policy in the face of bank system volatility, and his outlook for equities.
In this live stream, Julian is asked how much lower he thinks the dollar can go. Julian believes 20-30% over time as money flows into select International Markets. Tune in for more!
Julian Brigden joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. Julian then explores his cyclical vs secular outlook for the U.S Dollar, and in turn, U.S equities.
Macro Intelligence 2 Partners (MI2) Co-founder and President Julian Brigden joins Yahoo Finance Live to discuss the state of stocks, the impact of the banking crisis on regional banks, and the labor market.
