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The Market Is Walking Off a Cliff? | Kevin Muir
Is the stock market walking off a cliff and investors don’t see it coming? Macro investor Kevin Muir, author of the MacroTourist Newsletter, joins Maggie Lake to break down why we’ve entered a new economic era—one where tariffs, trade deficits, and fiscal tightening could reshape markets in ways most investors aren’t ready for.
🔹 Is the market dangerously overvalued?
🔹 How does the trade deficit secretly drive stock prices?
🔹 Why do retail investors actually have an edge over Wall Street?
🔹 What assets (stocks, bonds, gold) are best positioned for the shift?
Chapters:
0:40 - Portfolio…
The skinny
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