Is the stock market walking off a cliff and investors don’t see it coming? Macro investor Kevin Muir, author of the MacroTourist Newsletter, joins Maggie Lake to break down why we’ve entered a new economic era—one where tariffs, trade deficits, and fiscal tightening could reshape markets in ways most investors aren’t ready for.
🔹 Is the market dangerously overvalued?
🔹 How does the trade deficit secretly drive stock prices?
🔹 Why do retail investors actually have an edge over Wall Street?
🔹 What assets (stocks, bonds, gold) are best positioned for the shift?
Chapters:
0:40 - Portfolio Allocation for Trump’s Second Term
2:22 - Retail Freedom: Outlasting the Institutional Frenzy
3:59 - Keeping Powder Dry: The Case for Cash in Volatile Times
6:42 - Overconfident, Overvalued: Unmasking Stock Market Risks
15:16 - Bonds in the Balance: V-Shaped Reset or Sideways Stagnation?
21:21 - Global Corporate Giants: Benefiting from Fiscal Spending
24:27 - Devaluation Drama: Unpacking the Lower Dollar’s Ripple Effects
27:19 - The Ultimate Trade-Off: Hidden Costs Behind Economic Ambition
33:02 - Investment Chess: Strategizing Your Portfolio Amid Uncertainty
38:52 - The Gold Standard: Betting on a Timeless Safe Haven
45:28 - Treasuries in Transition: Navigating Supply in a De-Dollarizing World
49:39 - The Hard Trade: Embracing Challenges for Long-Term Gains
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