Julian Brigden: Stock Collapse Under Own Weight Or Fed/Yields Do It For Them

via Macro Voices 

Erik Townsend and Patrick Ceresna welcome Julian Brigden to MacroVoices. Erik and Julian discuss:

  • How do things look in today’s market?
  • What is on the horizon for inflation?
  • Risks of runaway inflation
  • What comes next for equities?
  • Are the market highs in already?
  • What if bonds and stocks sell off, where does the money go?
  • US Dollar structural issues
  • What is causing the correlation breakdown between the USD and US bonds?
  • What levels should we be watching on the US Dollar?
  • Where to focus the bond short