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Kevin Muir, author of The Macro Tourist, joins Forward Guidance to make sense of the recent choppiness in stocks, commodities, and crypto. In conversation with Jack Farley, Muir shares:
• Why he is shorting Bitcoin and buying gold
• Why the bear market in speculative stocks (what he calls “crap”) will likely continue
• How secular inflation will accommodate value stocks but threaten growth stocks
Timestamps:
00:00 • Introduction
00:32 • Long Gold, Short Bitcoin?
16:23 • An Era of Fervent Speculation
21:24 • Nail in the Coffin for Meme Stocks and SPACs?
33:22 • Are Bonds Safe
41:42 • Modern Monetary Theory (MMT)
45:00 • Fiscal Dominance– Why this time is different
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