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MacroTourist Weekly Wrap-Up

The end-of-the-week post from the MacroTourist.
WEEKLY WRAP-UP (s2025 e18)
Audio edition: Steve Eisman talks about most important thing for markets and why deficits don't matter, Torsten Slok presents his bear argument, Benn…
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Kevin Muir
10
WEEKLY WRAP-UP (s2025 e17)
Audio edition: Jamie Dimon's warning, then the bubble in Private Equity and Credit, and finally, Stephanie Ruhle and Rick Wilson talk some politics (and…
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Kevin Muir
6
WEEKLY WRAP-UP (s2025 e16)
Audio Edition: JPM's Michael Cembalest with some sober thoughts, Mike Wilson gets bullish again, Warren Pies also thinks next couple of months are…
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Kevin Muir
4
WEEKLY WRAP-UP (s2025 e15)
Audio edition: KKR's head of macro on tariffs and the economy, Warren Pies on whether you should buy the dip, Scott Galloway's predictions, David Frum…
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Kevin Muir
7
WEEKLY WRAP-UP (s2025 e14)
Audio edition: 1988 DJT, Corzine with a podcast appearance, Orszag with the question no one is asking, Oddlots highlights hidden risk, Curries gets…
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Kevin Muir
3
WEEKLY WRAP-UP (s2025 e13)
No audio edition today.... just updating the WEEKLY CHARTS... and some sad news for those in the 'tourist community
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Kevin Muir
13
WEEKLY WRAP-UP (s2025 e12)
Audio edition: How American and European strategists differ, Brian Belski goes SEMI-PRO, Tom Lee is bullish (*shock*), a blast from the past with Steve…
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Kevin Muir
5
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