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Forward Guidance

The Bull Market In Crap Is Over | Kevin Muir

51 min17 december 2021

Kevin Muir, author of The Macro Tourist, joins Forward Guidance to make sense of the recent choppiness in stocks, commodities, and crypto. In conversation with Jack Farley, Muir shares:

  • Why he is shorting Bitcoin and buying gold
  • Why the bear market in speculative stocks (what he calls “crap”) will likely continue
  • How secular inflation will accommodate value stocks but threaten growth stocks


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