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WEEKLY WRAP-UP (s2025 e01)
No audio edition as the 'tourist gets ramped back up after Xmas break
2 hrs ago
•
Kevin Muir
2
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WEEKLY WRAP-UP (s2025 e01)
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PIERRE POILIEVRE MAGIC FAIRY DUST CAN'T SAVE THE CANADIAN ECONOMY
The 'tourist walks through why replacing Trudeau won't be enough and how he is changing his long-running Loonie short
4 hrs ago
•
Kevin Muir
14
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PIERRE POILIEVRE MAGIC FAIRY DUST CAN'T SAVE THE CANADIAN ECONOMY
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4
2024's TRADING WISDOM
The 'tourist recaps the year's daily "trading wisdom" quotes
Jan 4
•
Kevin Muir
18
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2024's TRADING WISDOM
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3
BEHIND THE SCENES BENCHMARK CHANGES
The 'tourist unveils yet another reason to be worried about MAG7
Jan 3
•
Kevin Muir
35
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BEHIND THE SCENES BENCHMARK CHANGES
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6
DOES QT NOW EQUAL LOWER RISK ASSET PRICES?
The QT worry that everyone was focused on in 2022 is finally here — just when no one seems to care
Jan 2
•
Kevin Muir
23
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DOES QT NOW EQUAL LOWER RISK ASSET PRICES?
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13
December 2024
WEEKLY WRAP-UP (s2024 e46)
Audio Edition: Ira Jersey opines about some plumbing issues to keep your eye on, Morgan Stanley's Mike Wilson chats about what to expect in 2025, and…
Dec 24, 2024
•
Kevin Muir
13
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WEEKLY WRAP-UP (s2024 e46)
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5
REVISITING THE FIRST RATE CUT
The 'tourist quickly updates his studies and examines whether financial assets are following the "no recession" path
Dec 19, 2024
•
Kevin Muir
35
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REVISITING THE FIRST RATE CUT
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7
THE STOCK MARKET LOSES ITS BID
The 'tourist explains the violent stock market decline and updates how he is playing the next move
Dec 19, 2024
•
Kevin Muir
47
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THE STOCK MARKET LOSES ITS BID
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7
WEEKLY WRAP-UP (s2024 e45)
Audio Edition: Rick Rieder's unique method for judging macro mood, Jeff DeGraff's factor carnage, Ruchir Sharma with the Mother of All Bubbles, Bill…
Dec 16, 2024
•
Kevin Muir
21
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WEEKLY WRAP-UP (s2024 e45)
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10
WHEN EVERYONE IS BUYING, YOU SHOULD BE HEDGING
Why the 'tourist is switching to puts and why the market will look a lot different in the New Year
Dec 12, 2024
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Kevin Muir
37
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WHEN EVERYONE IS BUYING, YOU SHOULD BE HEDGING
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17
WEEKLY WRAP-UP (s2024 e44)
Audio Edition: Wall Street Week's Trump tariff review, PTJ's "kayfabe economy", NYU Dean of Valuation weighs in on the market, MAG7 and India vs. China…
Dec 9, 2024
•
Kevin Muir
17
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WEEKLY WRAP-UP (s2024 e44)
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2
INFLATION BREAKEVENS: STILL A CORE HOLDING
The 'tourist talks about his favourite investment
Dec 4, 2024
•
Kevin Muir
29
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INFLATION BREAKEVENS: STILL A CORE HOLDING
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