Kevin Muir
@kevinmuir
All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
ID: 15492201
https://themacrotourist.com/ 19-07-2008 12:52:37
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Iron Feliks of Nazareth (Anti-Flaneur) @MagnusMacro Luke Kawa Kevin Muir That's a stupid list. Obviously the greatest city in North America is New Jersey!
In this episode of Huddle +, Kevin Muir chats with Blind Squirrel Macro, Rupert Mitchell BlindSquirrelMacro. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he's watching closely. youtu.be/sSeaE4Z16Co
This week, Kevin Muir & Patrick Ceresna๐๐ welcome to the show, Tobias Harris Tobias Harris, author of the newsletter Observing Japan. They have a fascinating discussion of Japan's recent history, with Tobias helping put in context the events that led us to the current
The Market Huddle Kevin Muir Patrick Ceresna๐๐ Tobias Harris As a long-term Japan resident, I really enjoyed the podcast. And Tobias Harrisโs prediction that โpolitics will be changing more over the next ten years than the lastโ is likely on target--though I hope we donโt have a run like the early 2000s where the average time was under 2
The Market Huddle Kevin Muir Patrick Ceresna๐๐ Tobias Harris From my not-very-involved perspective, perspective, Abe was like Reagan. He was a significant confidence booster in Japan, especially for younger Japanese, particularly at the beginning of Abenomics.
The Market Huddle Kevin Muir Patrick Ceresna๐๐ Tobias Harris Another observation I have on the market is that the people who were managers, even low-level ones, during the bubble era have largely aged out of the workforce. So there is no PTSD about trying something new and having it all go bad.
The Market Huddle Kevin Muir Patrick Ceresna๐๐ Tobias Harris My anecdotal hiring experience matches with the early/mid-career mobility parts that Tobias mentions. 30% of new graduates are leaving jobs within three years. How much of this is ็ณใฎไธใซใไธๅนด, or roughly "Even if you're sitting on a rock, stick it out for three years" I don't
The Market Huddle Kevin Muir Patrick Ceresna๐๐ Tobias Harris Finally, Tobias, I really liked your Manager-Worker-Owner triangle, where Japan has traditionally been overweight Worker-Manager and underweight Owner representation in value/benefit. While Owner may not be moving up to an equal share, I think it's pretty clear that more
Had a lovely time on the huddle today! Thanks Kevin Muir for having me!
This week, Kevin Muir & Patrick Ceresna๐๐ welcome to the show, Le Shrub Le Shrub๐ณ๐ฅ๐บ๐ฆ. They dive into his experience working under one of the hedge fund managers from The Big Short, explore why he believes Nvidia's dominance must come to an end, and discuss how Trump is championing
Happy Thanksgiving! This week, we're celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of Imran Lakha | Options Insight, for an in-depth discussion on SPX option trading, the fascinating dynamics of the MSTR self-reinforcing cycle, and how he's
Was great chatting to Kevin Muir on the "huddle" this week. Thanks for having me bud.
This week,Kevin Muir is taking a well-deserved break, so Patrick Ceresna๐๐ invited Chase Taylor, Founder of ๐๐ข๐ง๐๐๐จ๐ง๐ ๐๐๐๐ซ๐จ to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the
Super excited to talk macro at StoneX Group Inc. Natural Resources Day on Thursday with my friend Kevin Muir and my colleague Jon Hilsenrath DM for info, register here: stonex.cventevents.com/event/NaturalRโฆ