The MacroTourist
The MacroTourist Weekly Wrap-up Podcast
WATCH YOUR BIDS PODCAST (s2026 e03)
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WATCH YOUR BIDS PODCAST (s2026 e03)

Goldman talks about pain in quant-land, Carlyle argues AI has become too big in most portfolios, Scott Bessent already walking back Warsh balance sheet shrinkage, some China talk and Borish on 1987...

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