WATCH YOUR BIDS (s2025 e40)

Citadel's Griffin is bullish tech but not AI, Dan Niles on the Google/Open AI battle, Chanos weighs in on how much this resembles the DotCom bubble, and Schachter’s take on the coming oil bull market.

Dec 29, 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 e40)

Citadel's Griffin is bullish tech but not AI, Dan Niles on the Google/Open AI battle, Chanos weighs in on how much this resembles the DotCom bubble, and Schachter’s take on the coming oil bull market.

This post is for paid subscribers