Animal spirits were released in a week which saw Donald Trump win the US election and the Fed deliver another rate cut. Maggie Lake sat down with Julian Brigden, Head of Research at Macro Intelligence 2 Partners, to discuss whether the knee-jerk rally in risk assets can continue. Julian also talks about the economic impact of Trump 2.0, the risks posed by inflation and why American exceptionalism may be at risk. You can find more of Julian's work here: https://mi2partners.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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“What did the council decide on item 42?” — answered with the speaker and the moment.