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#44: Julian Brigden On The Fed’s ’Impossible Trinity’

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Manage episode 295701721 series 1452134
Content provided by Jesse Felder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jesse Felder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This practical and highly-refined approach has served him well for the ten years he has been running MI2 Partners and for years prior to that. In this episode, (recorded in Breckenridge, Colorado), Julian discusses how he developed this uniquely insightful methodology and how he uses it today to inform his own trading and that of his many institutional and retail clients.
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59 episodes

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Manage episode 295701721 series 1452134
Content provided by Jesse Felder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jesse Felder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This practical and highly-refined approach has served him well for the ten years he has been running MI2 Partners and for years prior to that. In this episode, (recorded in Breckenridge, Colorado), Julian discusses how he developed this uniquely insightful methodology and how he uses it today to inform his own trading and that of his many institutional and retail clients.
  continue reading

59 episodes

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