April 25, 2022
Raoul Pal joins Harry Melandri on the debut episode of The Next Big Trade to discuss his unique financial journey, potential opportunities in US bond markets, and much more.
April 15, 2022
“Central banks ‘woefully’ behind the inflation story” – Julian Brigden discusses inflation and the economy.
April 14, 2022
“Recession, Red-Hot Inflation & How to Make Calm Out of Chaos” – Julian Brigden, co-founder, and president of Macro Intelligence 2 Partners, warns that US equities are unlikely to sustain the levels of growth seen over the past two years, but that there could be opportunities in emerging markets like Chile.
April 6, 2022
“Market action shows ‘a bit of delusion going on here'” – Julian Brigden and Michael Kushma, Morgan Stanley Investment Management CIO of Broad Markets Fixed Income, join Yahoo Finance Live to discuss the market trends against the Fed’s interest rate hikes, inflation, earnings season, and the outlook of a recession.
April 6, 2022
“What did the Fed Minutes Reveal?” – Julian joins Maggie Lake to look at the latest out of the Fed, the trajectory of monetary policy, inflation and the broader macro landscape.
March 25, 2022
“How Investors Can Protect Themselves During Market Vulnerabilities” – Julian Brigden joins Jill Malandrino on Nasdaq TradeTalks to discuss how investors can protect themselves during market vulnerabilities.
March 22, 2022
“The Fed’s rate hikes ‘not in your favor'” – Julian Brigden explains why he’s unsure whether the Federal Reserve can get inflation under control and avoid a recession.
March 15, 2022
“Fed decision will be ‘best telegraphed 25 basis-point rate hike’ in history” – Julian Brigden discusses the Fed’s monetary policy as markets begin to stabilize, how the Fed can make its balance sheet, and responds to the Fed’s political climate as Sarah Bloom Raskin withdraws her nomination
February 28, 2022
“Volatility Reigns as Sanctions Regime Takes Shape” Former central banker, Harry Melandri, and geopolitical expert, Jacob Shap, join Maggie Lake to discuss the latest happenings across the macro landscape as stocks tumble to kick off the week.
February 25, 2022
“Impact of Russia’s invasion of Ukraine on Fed rates hike” – Julian Brigden weighs in on how the Russian invasion of Ukraine is impacting markets and the Federal Reserve’s interest rate hikes.
February 4, 2022
“‘Whiplash Week’ Ends With a Jobs Jolt” Harry Melandri joins Maggie Lake to wrap up what has been one hell of a week. They explore everything from the jobs report and market volatility to monetary policy and beyond.
January 25, 2022
MoneyWeek’s editor-in-chief Merryn Somerset Webb talks with Julian Brigden of MI2 Partners about the unwinding of the US stock markets super-bubble, and the risks and opportunities it poses for investors.
January 14, 2022
“Biden’s Fed vice chair nominee won’t ‘change Fed policy at all'” – In this interview, Julian says that while Sarah Bloom Raskin is up for a powerful position, she won’t initially impact policy.
January 14, 2022
Julian Brigden is being interviewed by Dale Pinkert @ForexStopHunter during the F.A.C.E. Webinar. Julian watches money flows during different session in Europe and the U.S to see which way flows are going. He’s very bearish DXY and would love to buy silver near $19.
December 9, 2021
MacroVoices Erik Townsend and Patrick Ceresna welcome MI2 Partners founder Julian Brigden to the show. Julian explains in great detail why he disagrees with the transitory inflation argument posed by David Rosenberg last week.
December 3, 2021
“Fed’s Powell may have ‘miscalculated’ flexibility in labor market'” – Julian Brigden provides insight into Federal Reserve Chairman Jerome Powell’s testimony.
October 28, 2021
“Pending Home Sales Miss The Mark While Naked Wines’ Stock Pops Up 30%”– Harry Melandri and Maggie Lake explore labor market conditions, pending home sales, mortgage rates, and the latest “story stock,” Naked Wines.
October 7, 2021
“End of this year will be in “dangerous time’ for markets” – Julian Brigden discusses what will happen to the stock market if the debt ceiling is extended through December.
August 30, 2021
“Taper tantrum is not expected” – Julian Brigden speaks about the Federal Reserve, economic trends and the markets.
August 13, 2021
“Fed has its ‘foot on the accelerator'” – Julian Brigden argues markets would react differently to consumer spending if policymakers weren’t involved.
July 23, 2021
Raoul Pal and Julian Brigden dive deep into their respective frameworks, discussing the differences in how they’re seeing the macro picture as well as rallying around where they are aligned.
June 23, 2021
In this episode, Julian discusses how he developed MI2 Partners uniquely insightful methodology and how he uses it today to inform his own trading and that of his many institutional and retail clients.
June 21, 2021
“Fed signaling rate hikes in 2033” – Julian Brigden discusses the Federal Reserve’s outlook on inflation and economic recovery.
May 27, 2021
Julian speaks with Markus on why the risk of inflation is underestimated, the US dollar is falling significantly, and government bond yields are likely to rise again soon. An insight into the dilemma of the American federal reserve.
May 16, 2021
Julian talks with host Srivatsan about the importance of understanding history, his thesis on the USD and emerging markets, the metals he’s watching and much more.
March 5, 2021
Our guest this week is Julian Brigden (Co-Founder & President: · Macro Intelligence 2 Partners), a macro strategist who is particularly focused on secular USD trend and their ramifications across global markets.
February 11, 2021
“As Good As It Gets?” – MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
November 10, 2021
In this QuickHit episode, our guest Julian Brigden answers “What signals are markets missing right now?” This is hosted by Complete Intelligence