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 #298 Jeff Snider: I agree with Janet Yellen and Jay Powell
MacroVoices #297 Ole Hansen: Commodity Sector Outlook
MacroVoices #296 Mike Green: FOMC + The Future of Digital Currency
MacroVoices #295 David Hay: The Case for Greenflation
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
MacroVoices #293 Cullen Roche: Debt Ceiling, Interest Rates & Stagflation
MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?
MacroVoices #289 Jim Bianco: Persistent Inflation/ Bond Yields/ DeFi
MacroVoices #288 Paul Krake: Mega themes for 2020s
MacroVoices #287 Wayne Himelsein: Under the covers of Long Vol
MacroVoices #286 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 2
MacroVoices #285 Summer Special: Digital Currencies & Decentralized Finance Revolution Part 1
MacroVoices #284 Lakshman Achuthan: Economic cycle is turning...but what about assets?
MacroVoices #283 Brent Johnson: US Dollar Still Not Crashing
MacroVoices #282 Bill Blain: Consequences of Secular Inflation
MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now
MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum
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