julian brigden headshotErik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • How do things look in today’s market?
  • What is on the horizon for inflation?
  • Risks of runaway inflation
  • What comes next for equities?
  • Are the market highs in already?
  • What if bonds and stocks sell off, where does the money go?
  • US Dollar structural issues
  • What is causing the correlation breakdown between the USD and US bonds?
  • What levels should we be watching on the US Dollar?
  • Where to focus the bond short

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Julian Brigden is the Co-Founder and President of Macro Intelligence 2 Partners. Julian has over 25 years of experience in financial markets and has held positions in market and policy focused consulting to hedge funds and banks as well as in FICC sales. Julian spent five years at Medley Global Advisors from 1999 to 2004, a leading macro policy intelligence firm, as the Managing Director of the G7 Client Team providing timely trading recommendations. From 2004 to 2011, he served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich, New York and Vail at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in foreign exchange and precious metals.

As a global macro strategist, and not a journalist or economist by training, Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets which are vital to a vast array of investment decision makers. Julian has been featured on Bloomberg, CNBC, the New York Times, Wall Street Journal and in Barron’s among other for the firm's research on EM, liquidity, QE, Bubbles, and global Fx.