Watch Your BidsWATCH YOUR BIDS (s2026 e28)“Market clearing event”, Goldman’s expensive defensives, Apollo’s arbitrage, John Hempton weighs in on the AI bubble, and Mexico’s Coming Economic Renaissance?Kevin MuirNov 09, 2026∙ Paid72ShareUpgrade to paid to play voiceoverThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPrevious
