The MacroTourist
The MacroTourist Weekly Wrap-up Podcast
WEEKLY PODCAST WRAP-UP (s2024 e42)
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WEEKLY PODCAST WRAP-UP (s2024 e42)

Audio edition: some MSTR madness for the history books, Cliff Asness' take on value, Kenny G sounds the fiscal alarm bells and Claudia Sahm takes a listen to UofM survey responses

AUDIO EDITION: What a week. We got a new Treasury Secretary, Nvidia announced their earnings, and after being the two worst performing assets the previous week, gold and US small caps completely reversed their performance and rocketed more than 4% higher.

As for this week’s clips, I know I promised to start with a longer-term strategy piece, but I couldn…

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The MacroTourist
The MacroTourist Weekly Wrap-up Podcast
It's not just me reading the post. Well, what is it then? I don’t know how to describe it except to say that I take some audio clips/interviews from the financial media, add in a little bit of play-by-play, and inject my opinion into the mix.