Podcast & Media Interviews

Julian Brigden, Co-Founder of MI2 Partners, joins Monetary Matters to discuss why the dramatic shift in US trade policy is making non-US investors dump US assets and bring home the profits from a historic bull run in US assets. He also explains why this repatriation of profits, coupled with an eventual slowdown in the flow of dollars driven by tariff policy itself, spells a weaker dollar and trouble for US financial markets, even if it does result in American reindustrialization.

In this episode of The Insightful Investor, Julian Brigden — Co-Founder of Macro Intelligence 2 Partners — delivers a sharp, no-nonsense take on the shifting global macroeconomic landscape.

Market Panic Alert! In this explosive episode, Metals and Miners host Gary Bohm interviews Julian Brigden, who unpacks the surge in market volatility following recent tariff shocks, escalating recession risks, and gold’s pivotal role as a global economic barometer in 2025.

Kevin and Patrick, hosts of The Market Huddle, welcome Julian Brigden to the show for a timely discussion on the macro environment. Julian shares why relying on old playbooks can be risky in today’s markets—and what traders should be thinking about instead.

Julian Brigden, Co-founder of Macro Intelligence 2 Partners, was a guest on Negocios TV, where he explained that as the U.S. economy expands due to rising employment and consumption, the country tends to run a large current account deficit, meaning it imports a significant amount of goods. This deficit must be financed by foreign capital. As countries like Brazil and Argentina know all too well, if foreign investors stop funding the deficit, a serious problem arises.

During most stock market sell-offs, the dollar tends to rise. However, Julian Brigden, co-founder of Macro Intelligence 2 Partners, explains to host Jack Farley of Monetary Matters why he believes the U.S. dollar will weaken as the stock market declines, as a bubble in dollar assets is burst by new U.S. fiscal policy.