The Macro Dirt Podcast cover image

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

The Macro Dirt Podcast

00:00

Magnitude of MAG7 risk and NVIDIA valuation

Kevin predicts a one-third to one-half drawdown in the Mag 7 and highlights NVIDIA trading at extreme sales multiples.

Play episode from 12:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app