The MacroTourist
The MacroTourist Weekly Wrap-up Podcast
WEEKLY WRAP-UP PODCAST (s2024 e39)
0:00
Current time: 0:00 / Total time: -44:26
-44:26

Paid episode

The full episode is only available to paid subscribers of The MacroTourist

WEEKLY WRAP-UP PODCAST (s2024 e39)

Audio Edition: economic historian, Russell Napier’s, absolutely fantastic presentation about why the least risky portfolio requires the most bravery, then Jim Grant channels Buffett and SMCI's problem

Side note before I start: I’ve only had the pleasure to meet Russell once, and I hope I am not misreading his sense of humour, but when he told the story about the fish and the water, I couldn’t help myself from having a little fun with it. If he ever reads this, I’d like him to know, it’s done with a big smile and nothing but good intentions.

AUDIO EDI…

This post is for paid subscribers

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.