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The World Is Dumping U.S. Assets | Julian Brigden
Manage episode 477345557 series 3627237
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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. Recorded April 15, 2025.
Follow Julian Brigden on Twitter https://x.com/JulianMI2
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Timestamps:
00:00 Intro
01:53 The Whole World is Overweight the US
09:55 Tariffs Slow the Dollar Flow
17:54 Selling US Assets is Prudent for Foreign Investors
26:42 Who Wins in the US Domestic Economy?
29:56 MacroCapture
34:58 Tariffs Have Been a Carpet-bomb Approach
44:06 Tariffs = Stagflation
49:43 Tariff Effects on China and Europe
54:04 Are Risks Greater in the US?
01:00:13 Will Foreign Markets Outperform on US Weakness or Their Strength?
01:04:32 Bond Market Outlook
01:10:24 Gold Outlook
01:12:50 Reading the Tape to Detect Market Participants
01:18:16 Where is the Trump Put?
01:22:21 America’s Liz Truss Moment
01:25:59 Credit Trades and HYG
118 قسمت
Manage episode 477345557 series 3627237
Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://mi2partners.com/macrocapture-landing-page/
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. Recorded April 15, 2025.
Follow Julian Brigden on Twitter https://x.com/JulianMI2
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Timestamps:
00:00 Intro
01:53 The Whole World is Overweight the US
09:55 Tariffs Slow the Dollar Flow
17:54 Selling US Assets is Prudent for Foreign Investors
26:42 Who Wins in the US Domestic Economy?
29:56 MacroCapture
34:58 Tariffs Have Been a Carpet-bomb Approach
44:06 Tariffs = Stagflation
49:43 Tariff Effects on China and Europe
54:04 Are Risks Greater in the US?
01:00:13 Will Foreign Markets Outperform on US Weakness or Their Strength?
01:04:32 Bond Market Outlook
01:10:24 Gold Outlook
01:12:50 Reading the Tape to Detect Market Participants
01:18:16 Where is the Trump Put?
01:22:21 America’s Liz Truss Moment
01:25:59 Credit Trades and HYG
118 قسمت
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