Earnings Strength vs. Speculative AI Spending

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Governments around the world have opened the fiscal floodgates, and it’s rewriting the rules of investing. In this revealing conversation, Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to explain how massive government spending and a global reflation are transforming markets in ways most investors don’t yet see.

Muir breaks down:

• Why the age of monetary policy is over, and how fiscal dominance now drives growth and inflation.
• The global equity rally quietly outperforming the U.S. as countries ramp up spending.
• Why the AI investment boom may already be a corporate spending bubble.
• How the bond market could shock everyone with lower yields ahead.
• His favorite contrarian play for the years to come: energy, especially natural gas.

Muir also shares his approach to surviving today’s “manic” markets: when to stay small, when to fade the hype, and why “boring” investing might win big in this new regime.

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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