Julian Brigden: Everyone's Long in a Virtuous Cycle and its Ripe for a Correction
We connect with Julian Brigden of MI2 Partners this week for a long-form discussion on the health of the global markets. We've seen a rotation of sorts out of growth tech stocks and into the industrial Dow Jones equities. Does this trade continue to have legs? And how is one to watch some seasonality of volatility? And would would a pulldown of Nvidia stock do for the general markets?
As Julian believes markets are getting very interesting, and dangerous, as everyone is long and the Fed will not be coming to the rescue of equity holders.
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