Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss what is on the horizon for inflation and is there a risk of runaway inflation? They look at today’s market and what comes next for equities. They discuss if the market highs in already and if bonds and stocks sell off, where does the money go? They look at the US dollar, the correlation breakdown between the USD and US bonds and where to focus the bond short.
