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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.
Bonus Info: Julien Brigden is without question one of today's smartest macro thinkers. And, I swear, I don't say that because his current long-term thesis closely matches ours 😎.
For those of you who like getting into the macro weeds, last week's MoneyWeek podcast featuring Julien is outstanding: https://moneyweek.com/investments/investment-strategy/604377/moneyweek-podcast-julian-brigden-markets-are-at-a-huge-inflexion-point