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

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/strange-crew-a-trip-to-the-great-white-north-with-the-macro-tourist-kevin-muir
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/strange-crew-a-trip-to-the-great-white-north-with-the-macro-tourist-kevin-muir.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2025-12-18T11:55:00+00:00
Episode link: 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 file: https://anchor.fm/s/f7e06fa8/podcast/play/112814733/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-18%2F414617285-44100-2-282974ca0a6fe.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/strange-crew-a-trip-to-the-great-white-north-with-the-macro-tourist-kevin-muir
Duration seconds: 2850

## Resource

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/

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## Transcript

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