Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors

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 He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the way back to the Black Death in the middle ages. Topics Discussed in this Episode: The consistency of the US dollar cycle The COVID related March funding squeeze US current and capital account deficit 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 “The U.S. just hit post Second World War highs (for unemployment), and if you don’t, post Great Depression highs. The point is that we are starting in an economic hole