Kevin Muir, author of The Macro Tourist, joins Maggie Lake on Talking Markets today to walk through what he’s seeing beneath the surface of today’s markets. He explains why he thinks the silver top may already be in, why energy (especially Canadian energy) looks compelling, and why he thinks the great rotation away from Mag7 is well underway. They also dig into the risk few seem focused on: the size of the US current account deficit, what happens if the AI trade rolls over, and what it means when stocks, bonds, and the dollar all fall together. For more from Kevin: https://themacrotourist.com/Please support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice
