EPISODE · Aug 13, 2025 · 44 MIN
Mountainside Chat with Julian Brigden: Skepticism in a September Cut
from Mining Stock Daily · host Trevor Hall
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.
What this episode covers
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.
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Mountainside Chat with Julian Brigden: Skepticism in a September Cut
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