The MacroTourist

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The MacroTourist
WEEKLY WRAP-UP (s2025 e11)
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MacroTourist Weekly Wrap-Up

WEEKLY WRAP-UP (s2025 e11)

Audio Edition: A squirrel meets a panda, Goldman on whether it's time to buy bonds, Hari Krishnan with a way to play long commodities, Paul Sankey returns and the least self-aware financial analysis.

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Kevin Muir
Mar 24, 2025
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WEEKLY WRAP-UP (s2025 e11)
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AUDIO EDITION: Over the past week, almost all the interviews on Bloomberg and CNBC were Wall Street strategists and buy-side clients extolling caution about the market and since you’ve been hearing me drone on about the risks in stocks for the past couple of months, I don’t need to pile on with more bearish stuff – Groucho taught me well. Instead, I wil…

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