Macro Voices Podcast

MacroVoices #204 Julian Brigden: The Truth about Central Bank Liquidity

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Macro Voices Podcast

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Erik Townsend and Patrick Ceresna welcome Julian Brigden and Dr. Chris Martenson to MacroVoices. Topics for discussion with Julian include:

  • Does liquidity inflation asset prices
  • Correlations between monetary policy and financial conditions
  • Repo not QE? 
  • Parabolic rise in equities not sustainable

Topics for discussion with Dr. Chris Martenson include:

  • Will nCoV turn out to be worse than the 2003 SARS epidemic?
  • What is Asymptomatic Transmission and R-naught; what are their significances?
  • How should we be thinking about the Case Fatality Rate for nCov?
  • How will nCoV impact the markets?

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Julian will refer to it throughout this interview. If you are already registered at MacroVoices.com, just login and the download link will appear here once you’re logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Julian Brigden

Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners brings diverse talents to the research process including an understanding of global markets and politics, as well as a love of history. Julian has over 30 years’ experience in financial markets and has held positions in market and policy focused consulting to hedge funds and banks, as well as in FICC sales. In 1999, he spent five years at Medley Global Advisors as the Managing Director of the G7 Client Team. From 2004 to 2011, Julian served as North American Head of Hedge Fund Sales at Crédit Agricole. He has worked in London, Zurich and New York at UBS, Lehman Brothers, HSBC, Drexel, Credit Suisse, and Salomon Brother in both foreign exchange and precious metals. In 2017, Julian partnered with Raoul Paul of GMI, in association with Real Vision TV, to create a lighter macro research letter with focusing on assets available to retail investors called Macro Insiders.

As a global macro strategist, not a journalist or economist by training, Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets. Julian has been featured on Bloomberg, CNBC, and in the WSJ, New York Times and Barron’s as well as other publications for his recent research on EM, QE, Oil, Bubbles, global FX, and liquidity.

Dr. Chris Martenson

Chris Martenson, PhD (Duke), MBA (Cornell) is an economic researcher and futurist specializing in energy and resource depletion, and co-founder of PeakProsperity.com (along with Adam Taggart). As one of the early econobloggers who forecasted the housing market collapse and stock market correction, Chris rose to prominence with the launch of his seminal video seminar: The Crash Course (also published in book form, Wiley, March 2011). It’s a popular and well-regarded distillation of the interconnected forces in the Economy, Energy and the Environment (the “Three Es” as Chris calls them) that are shaping the future, one that will be defined by increasing challenges to growth as we have known it. Of course, such warnings need solutions, which is why he and Taggart published the manual Prosper! How to Prepare for the Future and Create a World Worth Inheriting (RDA Press, November 2015). In addition to the analysis and commentary he writes for millions of readers at his site PeakProsperity.com, Chris’ insights are in high demand by the media as well as academic, civic and private organizations around the world, including institutions such as the UN, the UK House of Commons and US State Legislatures.


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