Tony Greer: How to Navigate an Era of Volatile Inflation ft. Kevin Muir CFA

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 27 August 2023

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

Kevin Muir, author of The MacroTourist newsletter, sees a future with much higher than average, volatile inflation. Alongside Tony Greer of TG Macro and The Morning Navigator, Kevin explores how this threatens the long-standing negative correlation between stocks and bonds and how this profoundly impacts portfolio construction. Kevin Muir kindly shared 5 of his paywalled articles exclusively for RV members. Find them here: https://tinyurl.com/msnhewp9 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by Shopify.
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0:23.0	Ask podcast 23 all lowercase and take your business to the next level today.
0:54.0	Good day, real vision viewers. I'm here with my good friend in the market.
0:57.0	Mr. Kevin Muir, you may know him as the macro tourist on Twitter and in the financial blogosphere.
1:03.0	Kevin is one of the most intensely cerebral
1:22.0	and intelligent traders that I get to speak with on a regular basis.
1:26.0	And today we're going to get to tease out some of his latest ideas and views on the market.
1:31.0	Kevin, how are you doing today, man?
1:33.0	Great, man. It's been too long, Tony, that you and I have been together.
1:36.0	I'm looking forward to this.
1:37.0	I wish I could be in New York City to remind me back to those.
1:40.0	What was it? 2018, 2019 when I came to see you and you took me drinking afterwards in the village after our interview?
1:47.0	We had a good run around that day.
1:49.0	We are well overdue for a repeat, aren't we?
1:52.0	Yes, we are.
1:53.0	Good, man.
1:54.0	Well, we'll get that done in the near future in the immediate present, though.
1:58.0	I want to talk about some of your views.
	...

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