AUDIO EDITION: Lots of different clips this week. I start with Blackrock’s CIO, Rick Rieder who shares some of his unique techniques for measuring the macro mood. Then, Jeff DeGraff from RenMac discusses the absolute carnage in the factor space. From there, Bill Ackman gushes on TV, but I am not sure that’s a good thing. Ruchir Sharma talks about the “M…
WEEKLY PODCAST WRAP-UP (s2024 e45)
Audio Edition: Rick Rieder's unique method for judging macro mood, Jeff DeGraff's factor carnage, Ruchir Sharma with the Mother of All Bubbles, Bill Ackman is giddy and Trump wants to start a SWF
Dec 16, 2024
∙ Paid

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.
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. Listen on
Substack App
RSS Feed
Recent Episodes