WATCH YOUR BIDS (s2025 e29)

Louis-Vincent Gave articulates the China bull case better than anyone, and it's reminiscent of Tepper's 2010 great call, Dario Perkins doesn't want to talk about the Perkins rule, and so much more...

Sep 21, 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 e29)

Louis-Vincent Gave articulates the China bull case better than anyone, and it's reminiscent of Tepper's 2010 great call, Dario Perkins doesn't want to talk about the Perkins rule, and so much more...

This post is for paid subscribers