Thoughts From The Divide – Slang and Euphemisms
“People may have too much confidence in Mother Fed” Having previously warned of the possibility of “inflationary pressures of a kind we have not seen
November 17, 2023
“People may have too much confidence in Mother Fed” Having previously warned of the possibility of “inflationary pressures of a kind we have not seen
In this special edition of Insider Talks, Julian Brigden and Harry Melandri of MI2 welcome Barry Knapp, managing partner of Ironside Macroeconomics, to get another perspective on the global macro landscape. The guys discuss this week’s key inflation data, the price action in tech and bonds, market expectations in 2024, and more.
Featuring a keynote discussion from Zurich’s Precious Metals Summit earlier this week. Trevor Hall sat with Julian Brigden of MI2 Partners to talk about the dynamics of the global macro environment, the substance of the “higher for longer” narrative from central banks, and why it may have ramifications for gold investors and the standard 60/40 portfolio positions.