All-Stars #101 Julian Brigden: USD and SPX outlook in the wake of COVID-19

Macro Voices

Hedge Fund Manager Erik Townsend

Investing, Business, Business:investing

4.8 • 3.4K Ratings

🗓️ 13 April 2020

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-star @JulianMI2 returns to discuss the post-crisis direction of the dollar and the stock market Link: https://bit.ly/2Xx20VL

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:30.3	Macrovoises All Stars Episode 101 was recorded on April 13th, 2020.
0:37.5	I'm Eric Townsend.
0:39.2	This episode of Macrovoises All Stars is brought to you by top traders on plug.com,
0:44.8	the leading podcast when it comes to quant and rules based investing.
0:49.1	I'll tell you how to claim a free copy of their new guide to the best investing books
0:54.2	ever written at the end of this episode.
0:57.6	Returning today is our good friend Julian Braggden, founder of MI2 Partners.
1:03.7	Julian, I want to start with the dollar index because this is a subject that I don't mind
1:08.2	admitting.
1:09.2	I'm kind of baffled on what's going on.
1:11.6	It feels to me like every time there's liquidity that is interjected into the market by
1:18.8	the Fed, there's a panic reaction that's down in the dollar.
1:22.4	But then everybody kind of wakes up and says, hey, wait a minute.
1:25.0	All this stuff going on in the world, maybe it really is dollar positive after all, which
1:29.6	is the view that I've had.
1:31.4	How do you see this dollar?
1:32.6	What do you think we're going from here?
1:34.5	What really should we be looking for as a resolution to this uncertainty we're seeing
	...

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