

#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