The Ides of Macro

Episode #2: Julian Brigden - A credit tightening not far off the worst in 30 years may be coming

Recorded on April 7th, 2023
Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011.
In this episode, Roger sits down with Julian to discuss the current macro landscape, which appears to be teetering on the edge of recession. There are, however, a number of major recessionary indicators, such as employment, that are still refusing to roll over.
For policymakers, this is a problem. If they see inflation as a bigger evil than a recession, then they may still have to hike further, to ensure that inflation doesn't repeat. Will policymakers have the stomach to keep tightening if the economy starts to nosedive? Julian doesn't think so. And this could mean a bumpy economic ride over the coming months and years.
But that might create an environment with a wide variety of opportunities if investors can adapt in time.
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The Ides of Macro: Episode #1 - Grant Williams

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