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.
This Week In Doom Ep. 6 - Bennett Tomlin & George Noble FULL EPISODE
The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW
The End Game Ep. 32 - David Hay PREVIEW
The End Game Ep. 31 - Michael Kao PREVIEW
The Grant Williams Podcast: Mike Rothman - PREVIEW
The Grant Williams Podcast: Michael Oliver - PREVIEW
The Grant Williams Podcast: Luke Gromen - FULL EPISODE
This Week In Doom Ep. 2 - Rory Johnston PREVIEW
The Narrative Game Ep. 6: Metaverse & The Art Of Narrative - PREVIEW
The Grant Williams Podcast: Rick Rule - PREVIEW
This Week In Doom Ep. 1 - What’s It All About? FULL EPISODE
The Grant Williams Podcast: Adam Rodman - PREVIEW
The Grant Williams Podcast: Simon Mikhailovich - PREVIEW
The Grant Williams Podcast: Jacob Shapiro - PREVIEW
The Grant Williams Podcast: Simon Hunt - PREVIEW
The Grant Williams Podcast: Felix Zulauf - PREVIEW
The Grant Williams Podcast: Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Julian Brigden - PREVIEW
The End Game Ep. 28 - Jim Bianco PREVIEW
The Grant Williams Podcast: Dave Dredge - PREVIEW
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