"Something has Got to Give": Julian Brigden on the Changing Functionality of the Equity Market

For this week's long-form episode, we visit with our friend Julian Brigden of Mi2 Partners. Julian and Trevor walk through a number of scenarios in which the Federal Reserve is dealt with. On one hand, the equity market appears to be holding up the labor market. But the market is also pricing in fed rate cuts. So there is a diverging correlation between the bond market and the equity market. Julian talks about why this is unsustainable and why something will have to give.

We also spend time talking about the equity market in this macro environment. Is it too early to dive head first into equities? Its important to know all the dynamics of decisions yet to be made before the all clear.

Early-bird registration for the Mi2 Global Macro Summit can found at

https://mi2partners.com/global-macro-summit-early-bird-registration/

We'd like to thank our sponsors:

Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com.

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Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.