WATCH YOUR BIDS (s2025 e37)

Josh Brown nails how tech market has changed, Mike Wilson is bullish (but bearish economy?), Elliott's Jesse Cohn on the perils of passive investing and why we need more activists, and then Boockvar!

Nov 30, 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 e37)

Josh Brown nails how tech market has changed, Mike Wilson is bullish (but bearish economy?), Elliott's Jesse Cohn on the perils of passive investing and why we need more activists, and then Boockvar!

This post is for paid subscribers