“The Three Legged Stool” -In this wide-ranging conversation, Julian explains why applying outdated frameworks to today’s market environment can lead traders astray. From inflation dynamics and central bank policy to the shifting behavior of consumers and investors, Julian argues that the macro regime has changed—and those who fail to adapt risk getting caught flat-footed.

Drawing on decades of experience analyzing global markets, Julian lays out the key indicators he’s watching, the traps he sees many investors falling into, and where the real opportunities might lie in 2025 and beyond. Whether you’re a macro junkie or just trying to make sense of a noisy market, this episode offers a sharp, timely perspective you won’t want to miss.