# Julian Brigden

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Episode 55: Are Central Banks Losing Control of Bond Markets? With Julian Brigden.

The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big Beautiful Bill" going down to the wire, bond investors are voting with their feet. Julian Brigden, co-founder of MI2 Partners and creator of MacroCap…

Julian Brigden on the Coming Reset and Decline of US Exceptionalism

ReSolve Riffs returns with Julian Brigden, the president and founder of MI2 Partners, who joins the conversation as a seasoned market strategist and global macro expert. In this episode, Julian and his co-hosts Adam Butler and Richard Laterman dissect a broad range of topics—from U.S. exceptionalis…

“The Dollar Gets Annihilated” | Julian Brigden & Jonny Matthews on Fiscal Dominance, Secular Bond Bear Market, and Outlook on Rates & Tariffs

This conversation was originally recorded for Julian Brigden’s research service, MacroCapture. Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-landing-page/ Julian Brigden of MI2 Pa…

What Does A Dollar Crash Mean For YOU! | Julian Brigden

Is the U.S. dollar headed for a historic collapse? Julian Brigden joins Soar Financially to break down what the recent “Big Beautiful Bill” means for debt, inflation, and the bond market. A must-watch for anyone tracking macro trends and portfolio risk.#gold #silver #marketcrash ------------ 👨‍💼 Gu…

Julian Brigden on Falling Dollar, Money Illusions, and Global Outperformance (Preview)

Jul 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia’s record highs, but warns of a “money illusion” as the dollar weakens...

Mountainside Chat with Julian Brigden: Skepticism in a September Cut

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 …

Episode 78: How To Trade September Volatility. With Julian Brigden.

We're kicking off September at Talking Markets with the one and only Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture. Julian will be pulling up a chair to chat with Maggie Lake about his fears for tech stocks, the AI "bubble," his thoughts on US exceptionalism, the telegraphe…

Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar

Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): htt…

What a Global Regime Change Means for Investors | Julian Brigden

In this episode of Excess Returns, macro strategist Julian Brigden of MI2 Partners joins the show to break down today’s volatile market landscape. Brigden discusses why he believes we’re in one of the most fertile environments for macro investors in decades, the forces driving dollar weakness, infl…

What China is Really Doing With Its “Giant Surpluses” | Brad Setser on China’s Export Dominance, Trade Strategy, and Capital Flows

This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Brad Setser, Whitney Shepardson senior fellow at the Council…