Published On Streamed live on Apr 23, 2024
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Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to discuss his current macro framework, his expectations for interest rates, the significance of the auto sector in current market conditions, and his approach to investing in precious metals.
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00:00 - Intro
01:30 - Kevin's Macro Framework
05:00 - Data & The Power Of Fiscal
09:50 - The Flight To Safety Trade
17:00 - Tesla Earnings & The Auto Sector
21:45 - Gold & Miners
28:15 - The Japanese Yen
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