Episode 163

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Published on:

10th May 2023

ReSolve Riffs with Julian Brigden on Peak Dollar, Slowing Inflation and Economic Landing

In this episode, the ReSolve team is joined by Julian Brigden, Co-Founder & President of Macro Intelligence 2 Partners, to discuss his outlook on the current macroeconomic landscape, focusing on the secular USD trend and its impact on global markets. 

We cover a wide range of topics, including:

•      The ongoing debate between inflation and deflation, and the potential consequences of each

•      The role of central banks in driving market liquidity and asset prices, and the implications for investors

•      The possibility of an impending recession driven by tightening credit, inventory cycles, and housing market adjustments

•      Central banks' ability to foresee economic changes and their willingness to act on them

•      The mixed signals and challenges of investing in a market dominated by big tech and its impact on diversification

•      The potential for a currency-driven shift in market dynamics, with a focus on the US dollar

•      The importance of asset allocation and risk management in navigating an uncertain market environment

•      The impact of behavioral biases on decision-making and portfolio management

•      The potential benefits and risks of systematic investment strategies in the current market context

·       Julian's thoughts on future trends and potential market opportunities, particularly in the macro space

 

This episode is a must-listen for anyone interested in macroeconomic trends, currency markets, and the challenges of investing in today's complex and uncertain environment, offering valuable insights and strategies to navigate these intricate markets.

 

This is “ReSolve Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick, and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

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About the Podcast

Resolve Riffs Investment Podcast
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence.
These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.