Oct 15, 2020
On this week's show, Dan brings repeat guest Kevin Muir onto the show to talk about some big macroeconomic ideas.
Kevin is a former institutional equity derivatives trader with decades of experience who now writes about a wide range of financial topics in his newsletter The MacroTourist. Kevin has a way of explaining difficult macroeconomic ideas in ways that are much easier to grasp.
The pair discuss a number of topics including market moves around the upcoming election, the long-term effects of the massive spending during the pandemic, and the validity of Modern Monetary Theory.
Kevin even shares some predictions about some of the big five tech stocks that you won't want to miss.
Plus, we have a mailbag for the ages this week. One listener writes in questions Dan's objectivity in pointing out issues on both sides. Has Dan been influenced by the Northwest liberal bubble? And another listener asks Dan to make the argument against two of his favorite investments... gold and bitcoin.