As we ease our way into 2024, I’m delighted to welcome back my great mate, Julian Brigden to the podcast. Julian is the co-founder of independent research firm MI2 Partners and, as he’s demonsrated in previous conversations, a hugely insightful and incredibly entertaining guest!
This time out, he and I discuss, amongst other things, the Goldilocks narrative, the potential risks in the current market environment, the performance of Tesla stock, the Chinese stock market, and the outlook for gold. Julian expresses his skepticism around threading the Goldilocks needle and highlights the historical challenges of achieving a soft landing in the US economy.
He also shares his concerns about the future of Tesla and the Chinese stock market and offers some thoughts on gold, which he believes is in a structural bull market, but… Here we go…
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
The End Game Ep. 10 - Chris Cole
The Narrative Game Ep. 4 - Events, Dear Boy, Events
Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?
The End Game Ep. 9 - Felix Zulauf
The End Game Ep. 8 - Dr. Marc Faber
Super Terrific Happy Hour Ep. 6
The End Game Ep. 7 - Edward Chancellor
The Grant Williams Podcast - TC
The Narrative Game Ep. 3 - The Grift That Keeps On Giving
The End Game Ep. 6 - Lacy Hunt
The End Game Ep. 5 - Russell Napier
The End Game Ep. 4 - Jim Grant
Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest
The End Game Ep. 3 - Mike Green
Super Terrific Happy Hour Ep. 4 - Another Super Terrific Guest
The End Game Ep. 2 - The Lord Of The Dark Matter
The Narrative Game with Ben Hunt Ep. 2 - The Three Phases Of Narrative
The End Game Ep. 1 - The Art Of Short Selling & A Mystery Guest
Super Terrific Happy Hour Ep. 3 - Super Terrific Guest
016 - Hmmminar Series - Neil Howe (22 May 2020)
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