The MacroTourist
The MacroTourist Weekly Wrap-up Podcast
WEEKLY PODCAST WRAP-UP (s2025 e05)
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WEEKLY PODCAST WRAP-UP (s2025 e05)

Audio edition: The Bullwark folks debate length of tariffs, Liz Ann Sonders reminds us to watch what they do, not what they say, Jeff Curie loves real assets and then David Dredge's macro calls...

AUDIO EDITION: I don’t want to talk too much about the tariffs as everyone is probably sick of hearing about it, but I do start with a quick clip from a couple of full-time political pundits, and I thought their differing take on the length of the tariffs was important. Then, we go to Liz Ann Sonders with some terrific insight about watching what they d…

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