In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy!
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Timestamps:
00:00 Introduction
01:46 Are Rate Cuts Coming?
08:54 Why Rate Cuts Might Not Come
14:46 Avalanche Ad
16:07 Mantra Ad
17:13 Why Rate Cuts Might Not Come (Continued)
20:41 2025 Recession Outlook
29:02 Bond Market Sentiment
30:48 Permissionless Ad
31:28 Reality of Inflation
48:13 Global Market Opportunity
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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