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M'tourist Private Feed Recap
for Wednesday, June 24th, 2026
 • Kevin Muir
WATCH YOUR BIDS (s2026 e17)
Seth Klarman on bubbles, Warsh is no dove, Mike Wilson, Cliff Asness, the trio from Goldman and a little bit of geopolitics to end the pod...
 • Kevin Muir
WARSH AND PEACE: THE FED MEANS BUSINESS
The market is underestimating the seriousness of Warsh and the FOMC's resolve
 • Kevin Muir
IF IT'S OBVIOUS, IT'S OBVIOUSLY WRONG
The 'tourist is finally adding to his ENERGY LONGS
 • Kevin Muir
WATCH YOUR BIDS (s2026 e16)
Jim Chanos with some AI accounting truths, Goldman's Daan Struyven weighs in on energy, AI bear Ed Zitron's spicy interview, and Ex-Citadel Brett…
 • Kevin Muir
DOVISH DREAMS, HAWKISH MATH
A new Fed Chair, an old problem: the numbers don't care who's at the podium
 • Kevin Muir
THE COUCH CUSHION ECONOMY
The demand/supply picture for equities has changed and investors should take notice
 • Kevin Muir
THE SHARPEST RALLY YOU'LL EVER SEE
Friday was the return of a more normal macro environment
 • Kevin Muir
WATCH YOUR BIDS (s2026 e15)
Spotgamma is worried about market, Goldman's Pete Callahan sees earnings driving this rally, John Authers and Robin Brooks weigh in on all things macro…
 • Kevin Muir
THE TOKEN MIRAGE: HOW CORPORATE AI POLICY FUELED A $8 TILLION RALLY
The 'tourist wonders if the market is misreading the latest AI demand
 • Kevin Muir

May 2026

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