The “Biblical” Rotation Out Of U.S. Stocks | Julian Brigden on Flight from Dollar Assets, Tariffs, and Rumored “Mar-a-Lago Accord” | Monetary Matters with Jack Farley | Podwise
This podcast features an interview with Julian Brigden of MI2 Partners, focusing on his bearish outlook on the US dollar and stock market. Brigden details a theory of reflexive market cycles, arguing that a decade of global capital flowing into US assets is unsustainable and poised for a significant reversal. He discusses a potential "Mar-a-Lago Accord" involving policy interventions to weaken the dollar and restructure global trade, potentially leading to a major market event. Brigden suggests a potential 40-50% decline in the US dollar index and significant outperformance of European and Asian markets, advising listeners to consider diversifying away from US equities. He highlights the risk of a sharp correction, emphasizing the need for a revised investment strategy.
