Season 1 · Episode 14
The Bull Market In Crap Is Over | Kevin Muir
December 17, 202150m 50s
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Show Notes
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