WATCH YOUR BIDS (s2025 e30)

A couple of bulls to start the week, but then Danny Moses asks us to "Do the Math!", followed by best interview of the quarter when Paul Kedrosky does the numbers on the A.I. bubble and comes up short

Sep 28, 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 e30)

A couple of bulls to start the week, but then Danny Moses asks us to "Do the Math!", followed by best interview of the quarter when Paul Kedrosky does the numbers on the A.I. bubble and comes up short

This post is for paid subscribers