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 #310 Alex Gurevich: The Trades of March 2020
MacroVoices #309 Izabella Kaminska: What Shape Will the COVID Recovery Take?
MacroVoices#308 Ronald Stoeferle: Precious Metals Update
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
MacroVoices #306 Darius Dale: Reflation Will Give Way To Deflation
MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More
MacroVoices #304 Louis-Vincent Gave: China, Russia, US Dollar & more
MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate
MacroVoices #302 Francesco Filia: Plotting a Course for Digitization of Financial Markets
MacroVoices #301 Julian Brigden: There‘s Behind the Curve and There‘s This
MacroVoices #300 David Rosenberg: Last Disinflationist Standing
MacroVoices #299 Lyn Alden: Revisiting Inflation/Deflation Signals
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MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished
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