meta_pixel
Tapesearch Logo
Log in
The Grant Williams Podcast

The Grant Williams Podcast Ep. 49- Julian Brigden PREVIEW

The Grant Williams Podcast

Grant Williams

Investing, Business:investing, Business

4.81.6K Ratings

🗓️ 13 March 2023

⏱️ 13 minutes

🧾️ Download transcript

Summary

Julian Brigden of MI2 Partners returns to the podcast to cast a considered eye over the macro landscape. With a litle help from Xenia Onatopp, Plenty O’Toole and Pussy Galore, Julian explains why James Bond movies offer useful clues to aid our understanding of current conditions and why investors may not be as invincible as they perhaps believe themselves to be. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed should

0:14.1

be considered as investment advice.

0:16.6

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

So while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets.

0:32.6

You're about to listen to a special preview edition of the Grant Williams podcast featuring

0:42.0

my friend and very special guest, Julian Brighton of MI2 Partners.

0:47.4

Every chance I get to talk with Julian is an absolute pleasure and this conversation was

0:52.3

no different whatsoever.

0:53.6

We talk about central bank policy, we talk about opportunistic disinflation, we talk about

1:00.0

why the bank of Japan may not be quite the canary in the coal mine that many people think

1:04.7

and we talk about some of the enormously asymmetric trades that are about to be presenting themselves

1:10.2

to macro investors all around the world.

1:13.4

Every episode of Grant Williams podcast including the endgame, the Super terrific happy hour,

1:17.1

the narrative game.

1:18.1

This week in Doom and shifts happen is available to copper and silver tea subscribers at my website

1:23.0

grant-will-yums.com.

1:25.0

Copper tea subscribers can access to all the podcasts, but members of the silver tea

1:28.7

get both the podcasts and my monthly newsletter things that make you go, hmm, so if you enjoy

1:33.6

what you hear on the show and you want more high quality content like it, then please make

1:37.7

your way over to grant-wish-will-yums.com and join our excited community today and with

1:42.5

that, on with the show.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Grant Williams, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Grant Williams and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.