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Episode 55: Are Central Banks Losing Control of Bond Markets? With Julian Brigden.

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Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big Beautiful Bill" going down to the wire, bond investors are voting with their feet. Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture, joins Maggie Lake today to share his take on the budget, bonds, and whether he still thinks US exceptionalism is over. Also up for discussion: whether more pain is in store for equities, what we can expect from the summer. Spoiler alert: Julian believes the markets are extremely fragile. Are there opportunities? Yes, but also lots of risk. Follow MI2 on Substack here: https://mi2partners.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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106 episodes

Artwork
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Manage episode 484109833 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The 10-year yield was back above 4.5% today, while the 30-year broke 5% again sending equities sharply lower. With the fate of President Trump’s “Big Beautiful Bill" going down to the wire, bond investors are voting with their feet. Julian Brigden, co-founder of MI2 Partners and creator of MacroCapture, joins Maggie Lake today to share his take on the budget, bonds, and whether he still thinks US exceptionalism is over. Also up for discussion: whether more pain is in store for equities, what we can expect from the summer. Spoiler alert: Julian believes the markets are extremely fragile. Are there opportunities? Yes, but also lots of risk. Follow MI2 on Substack here: https://mi2partners.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.comWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

  continue reading

106 episodes

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