WATCH YOUR BIDS (s2025 e32)

Matt Miskin argues the terminal rate is way lower, Blue Owl CEO defends Private Credit (SHOCK!), RBC about the changing nature of the left-tail, Cliff is a GOMYAC and remembering the 1987 Crash.

Oct 20, 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 e32)

Matt Miskin argues the terminal rate is way lower, Blue Owl CEO defends Private Credit (SHOCK!), RBC about the changing nature of the left-tail, Cliff is a GOMYAC and remembering the 1987 Crash.

This post is for paid subscribers