WATCH YOUR BIDS PODCAST (s2025 e39)
Rieder thinks about shorting again, Kantrowitz thinks it will be a smooth landing, AQR thinks US stocks should be sold, Ed Yardeni is ringing the register on a terrific call and Japanese CB repression
Dec 16, 2025
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The MacroTourist Weekly Wrap-up Podcast
It's not just me reading the post. Well, what is it then? I don’t know how to describe it except to say that I take some audio clips/interviews from the financial media, add in a little bit of play-by-play, and inject my opinion into the mix.
It's not just me reading the post. Well, what is it then? I don’t know how to describe it except to say that I take some audio clips/interviews from the financial media, add in a little bit of play-by-play, and inject my opinion into the mix. Listen on
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