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.

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!

Market strategist Kevin Muir, author of the Macro Tourist daily letter, shares his insights into Modern Monetary Theory (MMT) and its practical application in trading. He discusses common misconceptions about government spending and inflation, arguing that responsibly managed spending doesn't lead to economic collapse. Muir reflects on his journey from skeptic to advocate of MMT, offering anecdotes from his trading career. He humorously critiques the divisive opinions surrounding MMT, likening it to the love-it-or-hate-it spread, Marmite.