Hidden Forces Why Fiscal Policy Is What Really Matters For Investors | Kevin Muir
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Mar 31, 2025 
In this discussion, Kevin Muir, an independent trader and writer for Macro Tourist, delves into the significance of fiscal policy in shaping investment landscapes. He argues that government spending has driven investor outperformance over the past five years, often overshadowing the impact of monetary policy. Muir also explores the risks of fiscal austerity, trade tariffs, and their potential to depress asset prices and the U.S. dollar. Additionally, he highlights emerging investment opportunities in global markets, particularly in response to evolving political strategies.
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Career Shift
- Kevin Muir left his banking job after his daughter's health scare, prioritizing family time.
- He transitioned to independent trading, finding more work-life balance despite less financial security.
Building a Loyal Audience
- Cultivate a direct relationship with your audience and build a reputation as a trusted source.
- This creates a stable revenue stream and higher quality content compared to chasing clicks.
Macro Tourist Origins
- Muir started writing a free market journal online, which gained traction after Zero Hedge republished parts of it.
- He later introduced a paid model, enabling him to focus on a more engaged community.