The MacroTourist
The MacroTourist Weekly Wrap-up Podcast
WEEKLY PODCAST WRAP-UP (s2025 e04)
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WEEKLY PODCAST WRAP-UP (s2025 e04)

Audio Edition: Katie Koch from TCW on US euphoria, Mike Wilson's 2025 playbook, a Canadian economist who is more bearish than the 'tourist, Bill Dudley's view on tariffs, and much more.

AUDIO EDITION: I’ve got a great selection of clips this week. Everything from Threadneedle’s Ann Berry’s tech euphoria warnings — right on the heels of that alarm is Interactive Broker’s Chairman, Thomas Petterffy who explains that his customers have never had this large of a margin balance. Then Morgan Stanley’s Mike Wilson shares what he sees for 2025…

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