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Mountainside Chat with Julian Brigden: Skepticism in a September Cut

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Manage episode 500052095 series 2410049
Content provided by Trevor Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

3759 episodes

Artwork
iconShare
 
Manage episode 500052095 series 2410049
Content provided by Trevor Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

3759 episodes

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