Episode 17:Inflation and The Rotation Out of US Assets. With Julian Brigden

MI2 Partners' Julian Brigden hates to say he told you so, but, well, he told everyone so: "The idea that inflation is defeated is a joke." Now, with a hotter than expected CPI report earlier this week, and January's biggest dip in retail sales in almost 2 years, what's going on? Julian joins Maggie Lake to discuss where the market is mispriced, the threat of a great rotation out of US assets and the bold and risky plans the Trump Administration may be considering to bring down the deficit. Hang on to your hat. Join MI2 Partners on Substack here: https://mi2partners.substack.comhttps://mi2partners.com/macrocapture-landing-page/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comChapters00:00 Market Overview: Stocks vs. Bonds02:58 Navigating Volatility in Today's Market06:13 The Gold and Silver Trade Dynamics09:08 US Dollar and Global Economic Policies11:52 The Future of US Debt and Economic Strategy15:09 Implications of Economic Changes on Workers and Stocks21:34 The Future of Europe: Pessimism and Potential22:46 Contrarian Views on European Stocks23:42 Economic Implications of European Defense Spending25:52 US Dependency on Foreign Investment28:22 The Fragility of US Economic Growth30:41 The Risks of Overconsumption in the US33:02 The Macro Trends Influencing Global Investment35:24 The Future of US Equities and Inflation Risks39:32 Navigating Market Volatility and Investment Strategies*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.