Kevin Muir

Kevin Muir, author of the MacroTourist newsletter, dives into the complexities of fiscal dominance and Modern Monetary Theory. He discusses how higher interest rates can stimulate markets and the implications of the U.S. deficit on economic resilience and long-term risks. Muir tackles Trump's economic policies, potential capital controls, and foreign capital movements. He also shares insights into bond and equity markets, positioning for FX volatility, and a looming private credit unwind—equipping listeners with a deeper understanding of today’s economic landscape.

Kevin Muir, author of The Macro Tourist, brings his macroeconomic expertise to analyze the current tariff landscape. He discusses the potential volatility ahead as new tariffs loom and evaluates the implications for the dollar and bond markets. Muir suggests that the trade war isn't over and delves into how tariffs might impact small businesses and market sentiment. Additionally, he shares his bearish outlook on the dollar and explores the relationship between gold, oil, and currency fluctuations. Humorous exchanges about beer and pop culture round out the conversation.

Market strategist and author Kevin Muir shares insights from his extensive experience in trading and Modern Monetary Theory (MMT). He highlights the importance of humility and understanding the government’s role in money creation. The conversation delves into misconceptions about debt, the dynamics of Brexit, and the unpredictable bond market. Muir encourages a more adaptable economic perspective while stressing the need for humor in financial writing, making complex ideas more accessible to audiences. Prepare for an engaging exploration of MMT's real-world implications!