Wag the Dog: The Fed & The Real Economy
The Expert View
Featuring Julian Brigden
Published on: October 10th, 2019 • Duration: 32 minutesJulian Brigden, co-founder and head of research at MI2 Partners, unpacks the bind the Fed finds itself in as the economy approaches the end of a 10-year cycle. How does the Fed keep the markets going as asset prices continue to soar? Brigden explains the potential channels and methods of intervention and explores specific trades that may benefit in different environments. Filmed on October 4, 2019 in New York.
How do you see the overall macroeconomic environment?
How do you think the Fed should extend the cycle?
Is QE coming whether or not the US economy slows?
Will the business cycle end - even with CB stimulus?
What are the signs of a tipping point?
If we do get a recession, will it be severe?
How should investors position for the future?