Episode #2: Julian Brigden - A credit tightening not far off the worst in 30 years may be coming скачать в хорошем качестве

Episode #2: Julian Brigden - A credit tightening not far off the worst in 30 years may be coming

Recorded on April 7th, 2023 Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011. In this episode, Roger sits down with Julian to discuss the current macro landscape, which appears to be teetering on the edge of recession. There are, however, a number of major recessionary indicators, such as employment, that are still refusing to roll over. For policymakers, this is a problem. If they see inflation as a bigger evil than a recession, then they may still have to hike further, to ensure that inflation doesn't repeat. Will policymakers have the stomach to keep tightening if the economy starts to nosedive? Julian doesn't think so. And this could mean a bumpy economic ride over the coming months and years. But that might create an environment with a wide variety of opportunities if investors can adapt in time. // 0:00 A Good Old Fashioned Recession 12:10 Does the Fed Hike Another 25bps? 16:00 How to Play the Yield Curve 22:25 We Live in a Relative Trade Investing World 41:00 Signs and Timing of a Recession 54:30 Inflation Framework for the Next 5 Years // You can read more of Roger's research by subscribing to Lykeion Research here: https://www.thelykeion.com/research/ And subscribe to the free weekly Lykeion newsletter, covering the intersection of business, finance, and geopolitics, here: https://www.thelykeion.com/ // Get in touch at... hello@thelykeion.com   / thelykeion   // #macro #finance #investing #recession