WATCH YOUR BIDS (s2025 e39)

Rieder thinks about shorting again, Kantrowitz thinks it will be a smooth landing, AQR thinks US stocks should be sold, Ed Yardeni is ringing the register on a terrific call and Japanese CB repression

Dec 16, 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 e39)

Rieder thinks about shorting again, Kantrowitz thinks it will be a smooth landing, AQR thinks US stocks should be sold, Ed Yardeni is ringing the register on a terrific call and Japanese CB repression

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