The Grant Williams Podcast: Julian Brigden - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 9 November 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest on the latest episode of The Grant Williams Podcast is my friend, Julian Brigden of MI2 partners – one of the finest macro analysts plying his trade anywhere in the world today. In what turned out to be a wide-ranging and enormously thought-provoking conversation, Julian outlined just how problematic the range of options facing the world’s central banks has become as inflation tightens its grip on the world economy, forcing certain central banks to take policy decisions which run counter to the interests of others for the first time in more than a decade. The knock-on effects for currencies of decisions made around interest rates and any possible steps designed to control yield curves are examined in the wake of the RBA abandonment of its YCC policy in recent weeks and Julian demonstrates just how high the stakes are and just how calamitous any policy mistakes will be at this juncture. This is sobering stuff. Please make sure you’re sitting down while listening! As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

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.
0:38.2	You're about to listen to a special preview edition of the Grant Williams Podcast featuring
0:41.4	my very special guest, Julian Brigdon of MI2 Partners.
0:45.4	This was a deeply fascinating conversation about the non-transitry nature of inflation
0:50.4	and the mounting problems facing central banks desperate to win a battle which I've got
0:54.1	to say looks more unwinnable by the day.
0:56.6	As Julian points out, not only are the chances of a policy mistake high, but the ramifications
1:01.8	are potentially disastrous.
1:04.6	Every episode of the Grant Williams Podcast including the end game, the super terrific
1:07.6	happy hour and the narrative game is available to Copper, Silver and Gold subscribers at
1:12.1	my website grant-Williams.com.
1:15.0	Copper to your subscribers get access to all the podcasts where members of the Silver
1:18.2	Tier get both the podcasts and my monthly newsletter things that make you go home.
1:22.7	So if you enjoy what you hear on the show and you want more high quality content like
1:26.1	it, please make your way over to grant-Williams.com and join our exciting community today.
1:31.3	And with that, please join the show.
1:35.6	Julian, mate, so good to finally get a chance to sit and chat with you.
1:47.7	It's, uh, I've got no idea what we're going to talk about.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.