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Innehåll tillhandahållet av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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#44: Julian Brigden On The Fed's 'Impossible Trinity'

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Manage episode 295701721 series 1452134
Innehåll tillhandahållet av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This practical and highly-refined approach has served him well for the ten years he has been running MI2 Partners and for years prior to that. In this episode, (recorded in Breckenridge, Colorado), Julian discusses how he developed this uniquely insightful methodology and how he uses it today to inform his own trading and that of his many institutional and retail clients.
  continue reading

57 episoder

Artwork
iconDela
 
Manage episode 295701721 series 1452134
Innehåll tillhandahållet av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This practical and highly-refined approach has served him well for the ten years he has been running MI2 Partners and for years prior to that. In this episode, (recorded in Breckenridge, Colorado), Julian discusses how he developed this uniquely insightful methodology and how he uses it today to inform his own trading and that of his many institutional and retail clients.
  continue reading

57 episoder

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