WATCH YOUR BIDS (s2025 e21)

A couple of great sell-side comments from GS and Barclays, Oren Cass with the problems with globalization, followed by a Yale Prof and Jared Bernstein. Finally, "Head of Macro's" cringeworthy spiel.

Jul 16, 2025

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This week’s included clips

For those who are interested in the specific clips that I have highlighted in the attached podcast, please find them below. Don’t forget that they are all included (along with my commentary) in the actual podcast.

The MacroTourist

WATCH YOUR BIDS (s2025 e21)

A couple of great sell-side comments from GS and Barclays, Oren Cass with the problems with globalization, followed by a Yale Prof and Jared Bernstein. Finally, "Head of Macro's" cringeworthy spiel.

This week’s included clips

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