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Podcast: Inflection Point
Episode: Julian Brigden: The End of Hyper-Financialization
Description: On today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in reverse.Looking back at historic periods of both monetary and fiscal policy being enacted together, Julian was able to identify the trend of inflation at the end of 2020 and beginning of 2021. Since positioning for the equity market correction towards the back end of 2021, Julian shares his thoughts on the current state of markets. Are equity markets oversold, or does this bear...