The MacroTourist
Subscribe
Sign in
Home
Chat
The MacroTourist Private Feed…
MacroTourist Weekly Wrap-Up
Weekly Wrap-Up Podcast
Archive
About
Latest
Top
Discussions
WATCH YOUR BIDS PODCAST (s2025 e38)
Lizz Ann Sonders on which stocks are driving markets, Goldman with their take on the USD, RenMac explains why Hassett isn't Trump's first choice, and…
Dec 8
•
Kevin Muir
20
4
THE NEXT STAGE IN THE AI EVOLUTION
The 'tourist examines why true AI bulls should be buying companies that USE AI, not ones that make it
Dec 7
•
Kevin Muir
36
12
M'tourist Private Feed Recap
for Thursday, December 4th, 2025
Dec 5
•
Kevin Muir
15
1
M'tourist Private Feed Recap
for Wednesday, December 3rd, 2025
Dec 4
•
Kevin Muir
7
2
1
November 2025
WATCH YOUR BIDS (s2025 e37)
Josh Brown nails how tech market has changed, Mike Wilson is bullish (but bearish economy?), Elliott's Jesse Cohn on the perils of passive investing and…
Nov 30
•
Kevin Muir
19
1
EPS AND THE GAMES PEOPLE PLAY
The 'tourist walks through earnings season and what changed this past quarter
Nov 28
•
Kevin Muir
24
4
1
WATCH YOUR BIDS (s2025 e36)
RBC Chief economist with wise words about K-shape recover, Blackrock's Chief of the America says something out loud that still stuns me, and then the…
Nov 24
•
Kevin Muir
15
2
1
PUT ME IN THE ALUMINUM BULL CAMP
The 'tourist has finally found a company he can get excited about
Nov 20
•
Kevin Muir
35
22
3
WATCH YOUR BIDS (s2025 e35)
Scott Galloway takes a swipe at Sam Altman, Rick Rule explains why he sold a quarter of his junior gold miners and bot energy companies, Cliff Asness…
Nov 12
•
Kevin Muir
26
12
1
WATCH YOUR BIDS (s2025 e34)
RBC Lori Calvasina is getting less bullish, Kevin Warsh talking crazy, the real reason Amazon is cutting staff, some AI stuff you don't want to miss…
Nov 6
•
Kevin Muir
24
13
1
THE PROBLEM WITH GOVERNMENT ACCOUNTING
The 'tourist explains why deficits are not all the same
Nov 4
•
Kevin Muir
39
24
2
BCOM REBALANCE: TONS OF EARLY NEW YEAR PRECIOUS METALS SELLING
The 'tourist gets a heads-up from a pal about the upcoming Bloomberg commodity index rebalance
Nov 4
•
Kevin Muir
41
8
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
