Kevin Muir: Why the Smart Money Is Selling AI Stocks
Kevin Muir, author of The MacroTourist newsletter, believes investors may be missing one of the biggest shifts happening beneath the surface of today's market.As SpaceX prepares for a historic insider share unlock, Kevin explains why a wave of new equity supply, insider selling, and elevated AI exp…
The Leveraged ETF Trap That Could Wreck Tech Stocks
Leveraged ETFs promise amplified returns, but Kevin Muir warns they can amplify something else too: market chaos. He explains how 2x and 3x ETFs, daily resets, forced buying and selling, and “negative gamma” can turn ordinary volatility into violent market moves. With tech and semiconductor stocks …
RenMac Off-Script: Fed Swallows Whistle
RenMac is joined this week by Kevin Muir, author of The Macro Tourist and co-host of The Market Huddle podcast to discuss why the Fed has run out of room to move before the midterms and what that means for bonds, gold, and the AI trade. The team explores why rising yields are a rational response to…
The Profits Come Now. The Costs Come Later. Kevin Muir on Whether AI Earnings Are the Bubble
Kevin Muir of The MacroTourist joins Matt Zeigler to break down the bond market, Scott Bessent's Treasury buybacks, the Treasury General Account, AI-driven earnings growth, leveraged ETF risk, gold and the U.S.-Canada trade fight. Kevin explains why rising long-term yields may be less surprising th…
Inflation Is Rising. Stocks Aren’t Breaking. The Fed Isn’t Talking. What If Markets Already Know?
This month on Last Call, Kevin Muir, Aahan Menon, Ben Hunt and Brent Kochuba break down the market through four lenses: macro, inflation data, narrative and options positioning.
They examine whether midterm election volatility is underpriced, why inflation may be more demand-driven and persistent t…
Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?
This month on Last Call, Kevin Muir, Aahan Menon, Ben Hunt and Brent Kochuba break down the market through four lenses: macro, inflation data, narrative and options positioning. They examine whether midterm election volatility is underpriced, why inflation may be more demand-driven and persistent t…
Bond Panic. Software Pileup. Borrowed AI Earnings. Are Investors Pricing the Wrong Risk?
In this Weekly Wrap, Jack Forehand and Matt Zeigler break down why rising long-term bond yields may be justified by stronger nominal growth, large fiscal deficits and AI-driven capital spending, and why the bigger market risk may be an AI earnings bubble rather than a valuation bubble. Featuring Ke…
The Xmas Tree of Death
Recorded at 7pm EST on Sunday of the Labor Day Weekend.
On this “Unmissable Sunday Show”, the 🐿️ drops the latest “20-for-20” installment - this week it’s resources (energy and materials) and explains why today’s pitch is scarcity, capital discipline, debasement and sovereign resilience rather tha…
Kevin Muir (The Macro Tourist) on the End of US Exceptionalism, the Fed's Bluff, and Why AI Is an Earnings Bubble, Not a Price Bubble
Subscribe to Hypernormal Times for daily market commentary.
Kevin Muir has spent thirty-five years making — and cataloguing — mistakes in markets, first as an equity derivatives trader on RBC Capital Markets' Toronto desk through the dot-com era, and for the last twenty-five years trading his own c…
The Bond Bull is Back!
Episode 86 was recorded at 6.30 EST on Thursday 10th September, 2026.
Show Notes
Quite a weekend in ‘AI La-La-Land’!
* Recap of a wild weekend in “AI La La Land”, triggered by another AI “safety / off ramp” announcement.
* Surely we are in a world of diminishing returns from these ‘Axios-style’ sa…
PODCAST SEARCH ENGINE
You can use our website to search 3,821,016 podcasts and 195,314,008 episodes by people, places, or topics.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
EDIT
Thank you for helping to keep the podcast database up to date.
