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

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.

You can listen to #44: Julian Brigden On The Fed’s ’Impossible Trinity’ online on Radio and Podcast. Open the player on this page to stream the available audio.

#44: Julian Brigden On The Fed’s ’Impossible Trinity’ is an episode from Superinvestors and the Art of Worldly Wisdom by Jesse Felder.

This episode is 67:05 long.

This episode was published on Jun 23, 2021.

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