The Grant Williams Podcast Ep. 74 - Julian Brigden 2024

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 7 February 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

As we ease our way into 2024, I’m delighted to welcome back my great mate, Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonsrated in previous conversations, a hugely insightful and incredibly entertaining guest! This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy. He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but… Here we go… Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory 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

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0:16.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.
0:20.0	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. tickets.
0:35.0	You're about to listen to a special preview edition of the Grant Williams Podcast
0:39.0	featuring my very special guest and good friend Julian Brigden of M.I.
0:42.0	2 Partners. Julian has been on the podcast. guest and good friend Julian Brigden of M I2 partners.
0:43.4	Julian has been on the podcast a couple of times before and if you listen to either
0:47.6	those you'll know what to expect.
0:48.8	Julian is thoughtful, he's incredibly insightful, does an enormous amount of work on his research product and he is a lot of fun
0:56.8	You can find Julian's work at my2 partners.com and he's on Twitter at julian my 2 and if you don't for him already you are
1:04.1	missing out. Every episode of the Grant Moon's podcast including the end game
1:09.4	Super Terrific Happy Hour and the narrative game this in Doom, shifts happen and Chaos Theory is available to Copper and Silver Tier subscribers at my website Grant-Williams.com.
1:19.2	Copper Tier subscribers get access to all the podcasts, but members of the Silver Tier, get all the podcasts and my monthly
1:25.1	newsetter things that make you go home. So if you enjoy what you're here on the show
1:28.9	and you want more high quality content like it then please make your way over to
1:32.4	Grant-Williams.com and join our
1:34.0	exciting community today and with that on with the show. Julia, mate it good to see you virtually, the last time I saw you we were having
1:50.6	dinner in Zurich and I remember, which was a lot of fun.
1:53.2	How's the time been since then?
1:55.2	Well I mean I mean that was just a culmination of a of a year where I just didn't seem to stop Grant. I mean it just you know I looked at my carbon footprint and I was like oh God and I and my fiance and I would determined this year that we were not going to do the same.
2:17.1	We just looked at the calendar and went, oh.
2:20.8	Yeah, I feel your pain, believe me.
	...

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