
 Real Vision: Finance & Investing
 Real Vision: Finance & Investing #1021 - Should You Steer Clear of Autos? | With Kevin Muir
 Apr 23, 2024 
 Kevin Muir, author of The MacroTourist newsletter, discusses his macro framework, interest rates, auto sector significance, and investing in precious metals. Topics include fiscal stimulus impact, inflation uncertainty, auto industry challenges, investment strategies, gold miners performance, and market analysis. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7 
 Introduction 
 00:00 • 3min 
 Navigating Fiscal Policies and Economic Stimulus 
 02:34 • 5min 
 Navigating Inflation Uncertainty and Changing Correlations 
 07:58 • 6min 
 Navigating Economic Complexities and Auto Industry Challenges 
 13:39 • 8min 
 Analysis of Auto Industry and Investment Strategies 
 21:55 • 4min 
 Gold Miners Performance and Market Trends 
 26:13 • 5min 
 Market Analysis, Currency Speculation, and Financial Events Review 
 31:30 • 3min 
