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Mountainside Chat with Julian Brigden: Skepticism in a September Cut
Manage episode 500052095 series 2410049
Yesterday I travelled up to the Vail Valley to reconnect with my friend, Julian Brigden. The conversation was two-fold. First, we dove into the dynamics at play on the macro-chessboard we are witnessing between the US dollar, inflation, bond yields and equities. The second part of the conversation is a conversation on the mining and metals markets, where I share some of my thoughts and analysis for subscribers of Mi2 Partners. You will hear the first half of our conversation in this episode.
3759 episodes
Manage episode 500052095 series 2410049
Yesterday I travelled up to the Vail Valley to reconnect with my friend, Julian Brigden. The conversation was two-fold. First, we dove into the dynamics at play on the macro-chessboard we are witnessing between the US dollar, inflation, bond yields and equities. The second part of the conversation is a conversation on the mining and metals markets, where I share some of my thoughts and analysis for subscribers of Mi2 Partners. You will hear the first half of our conversation in this episode.
3759 episodes
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