Financial Repression and a GoldeneEye Macro Moment with Julian Brigden

In this week's long-form episode of MSD, Trevor connects with Julian Brigden of MI2 Partners. Julian and Trevor discuss the unknowns investors are currently seeing through the economic data and the Federal Reserve's inconsistent messaging regarding interest rate moves. There is a bull case for equities and a bear case for equities, but what about the bond market? Is short term bonds overly crowded right now? 

Julian and Trevor then take a turn and discuss the use of financial repression, quantitative easing and politics to spur a future capex boom, which will benefit resource development and its investors.

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