MacroVoices Erik Townsend and Patrick Ceresna welcome Julian Brigden to the show to discuss why Julian thinks equity valuations are already stretched and why he shares the inflationary view expressed by Russell Napier and Jim Bianco in recent episodes.
Link: https://bit.ly/3rHZfgk
MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more
MacroVoices #359 Lyn Alden: 2023 Macro Outlook
MacroVoices #358 Robert Friedland: Geopolitical outlook & Geothermal Energy Revisited
MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
MacroVoices #356 Justin Huhn: Investing in All Thing Nuclear
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
MacroVoices #354 Jim Bianco: CPI, FOMC, China & More
MacroVoices #353 Luke Gromen: The Fed Is Headed For Difficult Decisions
MacroVoices #352 David Rosenberg: This Bear Market Has A Long Way To Go
MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical
MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
MacroVoices #349 Rory Johnston: Crude Oil Outlook & SPR Discourse
MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession
MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
MacroVoices #345 Daniel Lacalle: The Situation in Europe is Worse Than You Think
MacroVoices #344 Alex Gurevich: A Deflationary Depression Lies Ahead
MacroVoices #343 Jeff Snider: Why the Dollar Remains King
MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?
MacroVoices #341 Jim Bianco: Inflation Is Not Going Away
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