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Episode 17:Inflation and The Rotation Out of US Assets. With Julian Brigden
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 where the market is mispriced, the threat of a great rotation out of US assets and the bold and risky plans the Trump Administration may be considering to bring down the deficit. Hang on to your hat. Join MI2 Partners on Substack here: https://mi2partners.substack.comhttps://mi2partners.com/macrocapture-landing-page/
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Chapters
00:00 Market Overview: Stocks vs. Bonds
02:58 Navigating Volatility in Today's Market
06:13 The Gold and Silver Trade Dynamics
09:08 US Dollar and Global Economic Policies
11:52 The Future of US Debt and Economic Strategy
15:09 Implications of Economic Changes on Workers and Stocks
21:34 The Future of Europe: Pessimism and Potential
22:46 Contrarian Views on European Stocks
23:42 Economic Implications of European Defense Spending
25:52 US Dependency on Foreign Investment
28:22 The Fragility of US Economic Growth
30:41 The Risks of Overconsumption in the US
33:02 The Macro Trends Influencing Global Investment
35:24 The Future of US Equities and Inflation Risks
39:32 Navigating Market Volatility and Investment Strategies
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Published on 10 months ago