WATCH YOUR BIDS (s2025 e34)

RBC Lori Calvasina is getting less bullish, Kevin Warsh talking crazy, the real reason Amazon is cutting staff, some AI stuff you don't want to miss, and we end with the nicest guy in finance.

Nov 06, 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 e34)

RBC Lori Calvasina is getting less bullish, Kevin Warsh talking crazy, the real reason Amazon is cutting staff, some AI stuff you don't want to miss, and we end with the nicest guy in finance.

This post is for paid subscribers