Making Macro Great Again with Kevin Muir
Episode 26 will go down as one to remember. Nadine and I were lucky to have Kevin Muir, founder of The Macro Tourist newsletter and co-host of The Market Huddle podcast, join us on “Liberation Day”. We literally were recording this during the announcement last Wednesday and it was a bit surreal what has ensued since global capital markets were “Liberated”. This was a really fun conversation and we had a lot of fun, enjoy!
We delve into Canada's economic challenges, the implications of fiscal policy, and the shifting dynamics of global markets. Kevin shares insights on investment strategies amidst changing economic conditions, emphasizing the importance of understanding both fiscal and monetary policies. The conversation also touches on cultural impacts on economic relationships and the long-term perspectives on investment in a volatile environment. In this engaging conversation, the speakers delve into various aspects of the financial markets, discussing investment strategies, the impact of political leadership on economic conditions, and the dynamics of global currencies.
just THINK about it
Welcome to just THINK about it – with Nadine + Ben, our podcast that delivers the “why” behind the “what” for global investors.
Why just THINK about it? Well, consensus views, the “it” in our title, often are based on surface level understanding or even narratives someone is telling us, versus actual data and deductive logic. We’re all busy, so it’s easier to listen to someone who calls themselves an expert, who we think “did the work” and gives us conclusions, versus really try to understand things ourselves. That’s where we come in. Each of us comes with decades of global, cross-asset class investment experience, so we can ask the tough questions, explore the views of people we know are experts, and drill down to the bedrock of why they believe what they’re saying. Plus, we promise you to have a ton of fun in the process.
- No. of episodes: 25
- Latest episode: 2025-04-06
- Business Entrepreneurship Investing
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