GM01: The COVID-19 Fallout ft. Julian Brigden

Our guest in todays episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a highly enjoyable conversation with Julian, who has a unique knack of explaining his frequently controversial views in a thoroughly entertaining fashion. He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the way back to the Black Death in the middle ages.

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Topics Discussed in this Episode:

• The consistency of the US dollar cycle
• The COVID related March funding squeeze
• Why Risk Parity strategies might be a bad idea going forward
• The many visible signs of ‘the Fourth Turning’ and why global markets are at an inflection point
• Unemployment
• Why recent Federal Reserve liquidity injections into the market may not have been part of Quantitative Easing (QE), which could still be yet to come
• Yield curve control
• The independence of the Fed
• Why Bitcoin may be a dangerous long-term investment
• Financial repression
• Why government bond yields may struggle to rise again
• The history of global pandemics
• How market cycles tend to repeat themselves
• The importance of central bank policies when trying to gauge markets

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