Episode

Strange Crew - A Trip to the Great White North with "The Macro Tourist" Kevin Muir

Podcast

The Macro Dirt Podcast

Published

Dec 18, 2025

Duration seconds

2850

Processing state

not_requested

Canonical source

https://podcasters.spotify.com/pod/show/macrodirt/episodes/Strange-Crew---A-Trip-to-the-Great-White-North-with-The-Macro-Tourist-Kevin-Muir-e3chb6d

Audio

https://anchor.fm/s/f7e06fa8/podcast/play/112814733/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-18%2F414617285-44100-2-282974ca0a6fe.mp3

JSON

/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/strange-crew-a-trip-to-the-great-white-north-with-the-macro-tourist-kevin-muir

Markdown

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Summary

In this podcast, Tony Greer and Jared Dillian are joined by Kevin Muir (The Macro Tourist) to break down the AI bubble risk, Nvidia valuations, U.S. dollar dynamics, Trump-era fiscal dominance, tariffs, and why capital may rotate into gold, silver, miners, uranium, and real assets as macro volatility returns. Book your SPOT for TG Macro Conference before the window CLOSES - ⁠ https://tgmacro.com/conference/