Kevin Muir

Author of The MacroTourist and a former institutional equity-derivatives trader at RBC. Co-hosts The Market Huddle, offering trading-desk-grounded macro views with a contrarian streak.

US EquitiesAI & TechnologyFed & RatesEnergyFiscal

47appearances

220calls

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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

Bond Panic. Software Pileup. Borrowed AI Earnings. Are Investors Pricing the Wrong Risk?

Sticky Inflation. Cheap Volatility. A Less Predictable Fed. Why Aren’t Markets More Worried?

PRICKLY BEAR

RenMac Off-Script: Fed Swallows Whistle

EVERYTHING IS BETTER IN ASIA (Guest: Vincent Deluard)

HAWKISH HOLD HALLUCINATION

Kevin Muir: Why the Smart Money Is Selling AI Stocks

GROWTH WITHOUT YOU (Guest: Paul Krake)

The Fiscal Bazooka is Coming- w/guest Kevin Muir

BOND INVESTORS SHOULD WAKE UP (Guest: Guenter Grimm)

The Market Is Dangerously Expensive Now | Kevin Muir

PATIENCE IS LIKE A MUSCLE (Guest: Leslie Harris)

Episode 60: What's the Next Mini Bubble? With Kevin Muir

Kevin Muir: Will the SpaceX IPO Mark the Top of Markets for Decades?

WEAPONIZE THE PERIODIC TABLE (Guest: Tony Greer)

ROI not AGI (Guest: Leonid Mironov)

We Asked Ben Hunt, Jim Paulsen, Kevin Muir and Brent Kochuba Why Bad News Can’t Break This Market

Hold Steady: When Geopolitics Forces Central Banks Into an Impossible Corner

REAL OPTION TRADERS DON’T GO TO DINNER PARTIES (Guest: Bohan Jiang)

LOUIS TURNS THE TABLES ON KEV (Guest: Louis-Vincent Gave)

Kevin Muir: Even If Iran Ends Tomorrow, Markets Have Already Changed Forever

Narratives vs Reality: Markets Between Headlines and Macro Signals

Straws Accumulating on The Camel’s Back (Guest: Brian McCarthy)

I WALK IN CARRYING ROAD KILL (Guest: Trader Ferg)

ROBIN HOOD ON CRACK (Guest: Brent Donnelly)

Lowest Cash Levels Ever | Kevin Muir on Markets at Extremes

THE OIL MARKET HAS SPOKEN (Guest: Craig Shapiro)

Episode 7: Has Silver Topped? With Kevin Muir.

THE JAPANESE MAGGIE THATCHER (Guest: Mateen Chaudhry)

Will 2026 Be The Year The Stock Bubble Bursts? | Kevin Muir

Strange Crew - A Trip to the Great White North with "The Macro Tourist" Kevin Muir

DOG CHASING ITS OWN TAIL (Guest: Vincent Deluard)

Chasing The Digital Sky Daddy (Guest: Chase Taylor)

November 15 Episode

AT THE EDGE OF THE CLIFF

Kevin Muir: The Fiscal Flood Driving Global Reflation

Kevin Muir: Overconfidence and Overvaluation – this is the Most Worrying Market Ever

THE BIGGEST AND MOST DANGEROUS BUBBLE (Guest: Julien Garran)

GLITCH IN THE MATRIX (Guests: Paulo Macro &amp; Le Shrub)

FRIDAY NIGHT DIRTY (Guests: Vincent Daniel &amp; Porter Collins)

FOXES &amp; HEDGEHOGS (Guest: Jacob Shapiro)

DOOM AND GLOOM SELLS (Guest: Kuppy)

Global Fiscal Dominance &amp; the Escalating Risk of Inflation with Kevin Muir

“A Empty Room Kinda Guy” (Guest: Robert Mullin)

Get In Now! (Guest: Leonid Mironov)

The Economy Is Near Stall Speed (Guest: Peter Berezin)

GLITCH IN THE MATRIX (Guests: Paulo Macro & Le Shrub)

FRIDAY NIGHT DIRTY (Guests: Vincent Daniel & Porter Collins)

FOXES & HEDGEHOGS (Guest: Jacob Shapiro)

Global Fiscal Dominance & the Escalating Risk of Inflation with Kevin Muir