{"id":62409,"date":"2025-09-10T01:59:21","date_gmt":"2025-09-10T01:59:21","guid":{"rendered":"https:\/\/thepatientinvestor.com\/?p=62409"},"modified":"2025-09-10T06:23:46","modified_gmt":"2025-09-10T06:23:46","slug":"dont-invest-in-tech-stocks-julian-brigden","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2025\/09\/10\/dont-invest-in-tech-stocks-julian-brigden\/","title":{"rendered":"Stay out of Tech Stocks | Julian Brigden"},"content":{"rendered":"<p>Maggie Lake interviews Julian Brigden, co-founder of MI2 Partners, about his fears for tech stocks, the AI bubble, US exceptionalism, the telegraphed rate cuts, and why people are ignoring hard asset outperformance.<\/p>\n<p><iframe loading=\"lazy\" title=\"Rough September Incoming? | With Julian Brigden\" width=\"525\" height=\"295\" src=\"https:\/\/www.youtube.com\/embed\/rs2WtdLWVOY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>[Length: 38:00]<\/p>\n<p>Here is the XLK (S&amp;P Technology SPDR) relative to XME (S&amp;P Metals &amp; Mining SPDR) that Julian refers to:<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-09-09-xlk-xme.png?resize=525%2C296&#038;ssl=1\" alt=\"S&amp;P Technology SPDR\/S&amp;P Metals &amp; Mining SPDR\" width=\"525\" height=\"296\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maggie Lake interviews Julian Brigden, co-founder of MI2 Partners, about his fears for tech stocks, the AI bubble, US exceptionalism, the telegraphed rate cuts, and why people are ignoring hard asset outperformance. [Length: 38:00] Here is the XLK (S&amp;P Technology SPDR) relative to XME (S&amp;P Metals &amp; Mining SPDR) that Julian refers to:<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[31,3761,34],"tags":[6981,747,4922,6984,2853,6982,6983],"class_list":["post-62409","post","type-post","status-publish","format-standard","hentry","category-the-fed-banks-interest-rates","category-gdp-and-activity","category-us-canada-countries-regions","tag-ai-bubble","tag-commodities-2","tag-fed-independence","tag-mag-7-technology-stocks","tag-rate-cuts","tag-us-exceptionalism","tag-value-stocks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Stay out of Tech Stocks | Julian Brigden - the patient investor<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Stay out of Tech Stocks | Julian Brigden - the patient investor\" \/>\n<meta property=\"og:description\" content=\"Maggie Lake interviews Julian Brigden, co-founder of MI2 Partners, about his fears for tech stocks, the AI bubble, US exceptionalism, the telegraphed rate cuts, and why people are ignoring hard asset outperformance. 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The Dollar Index retreated below 100, indicating a bull\u2026","rel":"","context":"In &quot;Artificial Intelligence (AI)&quot;","block_context":{"text":"Artificial Intelligence (AI)","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/artificial-intelligence-ai\/"},"img":{"alt_text":"Bitcoin (BTC)","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-11-06-btc.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-11-06-btc.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-11-06-btc.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":31540,"url":"https:\/\/thepatientinvestor.com\/index.php\/2022\/03\/17\/sp-500-rallies-as-fed-tightens\/","url_meta":{"origin":62409,"position":2},"title":"S&#038;P 500 rallies as Fed tightens","author":"Colin Twiggs","date":"March 17, 2022","format":false,"excerpt":"Stocks rallied, with the S&P 500 recovering above thew former primary support level at 4300. Follow-through above 4400 would be a short-term bull signal. Markets were lifted by reports of progress on a Russia-Ukraine peace agreement -- although that is unlikely to affect sanctions on Russia this year -- while\u2026","rel":"","context":"In &quot;Banks &amp; Interest Rates&quot;","block_context":{"text":"Banks &amp; Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"S&P 500","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-03-16-spx.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-03-16-spx.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-03-16-spx.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2022\/2022-03-16-spx.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":61640,"url":"https:\/\/thepatientinvestor.com\/index.php\/2025\/05\/12\/the-end-of-american-exceptionalism\/","url_meta":{"origin":62409,"position":3},"title":"The End of American Exceptionalism","author":"Colin Twiggs","date":"May 12, 2025","format":false,"excerpt":"Summary The myth of American exceptionalism is fading Decades-long international capital flows into US financial markets are reversing The US outperformed its peers because it ran bigger deficits Large deficits cause long-term inflation Ballooning federal debt undermines confidence in US Treasury markets Cutting the deficit will likely reduce economic growth\u2026","rel":"","context":"In &quot;Debt Levels&quot;","block_context":{"text":"Debt Levels","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/debt-levels\/"},"img":{"alt_text":"DJ US Index ($DJUS) & DJ World ex-US ($W2DOW)","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-05-12-djus-w2-5y.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-05-12-djus-w2-5y.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2025\/2025-05-12-djus-w2-5y.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":23623,"url":"https:\/\/thepatientinvestor.com\/index.php\/2021\/01\/10\/sp-500-dangerous-imbalances\/","url_meta":{"origin":62409,"position":4},"title":"S&#038;P 500: Dangerous imbalances","author":"Colin Twiggs","date":"January 10, 2021","format":false,"excerpt":"Calls for impeachment of Donald Trump are distracting from the underlying health crisis and economic hardship across the country. Daily new cases of COVID-19 continue to climb, warning of further shutdowns as medical facilities are overrun. Payrolls Jobs recovery has stalled, with payroll growth down 5.98% compared to December 2019,\u2026","rel":"","context":"In &quot;Banks &amp; Interest Rates&quot;","block_context":{"text":"Banks &amp; Interest Rates","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/economy\/the-fed-banks-interest-rates\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":58878,"url":"https:\/\/thepatientinvestor.com\/index.php\/2024\/11\/01\/a-bad-day-for-big-tech\/","url_meta":{"origin":62409,"position":5},"title":"A bad day for big tech","author":"Colin Twiggs","date":"November 1, 2024","format":false,"excerpt":"Mega-cap technology stocks had a bad day on Thursday. Microsoft (MSFT) and Meta Platforms (META) delivered solid results for the third quarter, but supply chain challenges and rising costs of AI-focused data center expansion marred their growth outlook. Microsoft (MSFT) shares slid 6% despite the software maker exceeding expectations in\u2026","rel":"","context":"In &quot;Australia &amp; NZ&quot;","block_context":{"text":"Australia &amp; NZ","link":"https:\/\/thepatientinvestor.com\/index.php\/category\/countries-regions\/australia-nz-countries-regions\/"},"img":{"alt_text":"Top 7 Technology Stocks","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-10-31-big7.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-10-31-big7.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2024\/2024-10-31-big7.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/62409","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=62409"}],"version-history":[{"count":5,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/62409\/revisions"}],"predecessor-version":[{"id":62414,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/posts\/62409\/revisions\/62414"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=62409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/categories?post=62409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/tags?post=62409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}