The Bull Market In Crap Is Over | Kevin Muir
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摘要
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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