Julian Brigden on Tech Market Sustainability, Small vs. Large Cap Dynamics, and Inflation Risks

Lead-Lag Live - Ein Podcast von Michael A. Gayed, CFA

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Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate dance of CPI on macro trading strategies. He also sheds light on the pivotal role tech plays in fueling market rallies, questioning whether this m...

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