MacroVoices #364 Julian Brigden: On Opportunistic Disinflation

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 23 February 2023

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend welcomes MI2 founder Julian Brigden to the show to discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals and more. Then former U.S. Presidential Advisor Dr. Pippa Malmgren joins in postgame for a quick update on the rapidly escalating geopolitical situation. https://bit.ly/3ZhXbMG Download Big Picture Trading chartbook 📈📉https://bit.ly/3lUzYSl ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high
0:14.4	net worth individuals, family offices, and other sophisticated investors. Macro Voices
0:20.4	is all about the brightest minds in the world of finance and macroeconomics telling it
0:25.2	like it is, bullish or bearish, no holds barred.
0:28.9	Now here are your hosts, Eric Townsend and Patrick Sarrezna.
0:35.9	Macro Voices Episode 364 was produced on February 23rd, 2023. I'm Eric Townsend.
0:43.3	This episode of Macro Voices was made possible by respect energy, a leading European trader
0:48.9	of renewable energy and a one-stop shop for all green energy investors.
0:54.5	MI2 founder Julian Brayden returns as this week's feature interview guest. Julian and I will
0:59.2	discuss inflation, treasury yields, Fed policy, bond market outlook, stocks, precious metals,
1:05.2	and more.
1:06.2	There's been a significant escalation in geopolitical tension in the last few days. With
1:11.0	Russia announcing it will step away from the Strategic Arms Reduction Treaty and re-arm
1:16.6	its submarines and warships with nuclear warheads for the first time in three decades.
1:22.4	So former US presidential adviser Dr. Pippa Malmgren will join us for a short post-game
1:27.0	interview after the feature interview with Julian Brayden and give us a quick update on
1:31.4	the rapidly escalating geopolitical situation.
1:34.8	And I'm Patrick Sarrezna. Listeners, be sure to stay tuned for our post-game segment after
1:40.5	Eric's feature interview with Julian when Eric, Nick and I dive into the chart deck looking
1:45.6	at the S&P 500 NASDAQ, VIX, Gold, Oil, and more. Now Eric, before we move on to the
1:51.5	feature interview with Julian, let's cover crude oil.
1:54.9	EIA inventory was delayed by the holiday this week, so we don't have it at time of recording.
	...

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