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:<ul>
<li>Why he is shorting Bitcoin and buying gold</li>
<li>Why the bear market in speculative stocks (what he calls “crap”) will likely continue</li>
<li>How secular inflation will accommodate value stocks but threaten growth stocks</li>
</ul>

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

The Bull Market In Crap Is Over | Kevin Muir

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.

Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance 
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin&nbsp;interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.

Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance&nbsp;
Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx

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The Bull Market In Crap Is Over | Kevin Muir

The Bull Market In Crap Is Over | Kevin Muir

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