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 He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the way back to the Black Death in the middle ages.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

Topics Discussed in this Episode:

The consistency of the US dollar cycle
The COVID related March funding squeeze
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
Why recent Federal Reserve liquidity injections into the market may not have been part of Quantitative Easing (QE), which could still be yet to come
Yield curve control
The independence of the Fed
Why Bitcoin may be a dangerous long-term investment
Financial repression
Why government bond yields may struggle to rise again
The history of global pandemics
How market cycles tend to repeat themselves
The importance of central bank policies when trying to gauge markets

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

GM01: The COVID-19 Fallout ft. Julian Brigden