The last time I spoke with Kevin Muir was on my old podcast “Just Think About It” on Wednesday April 2nd. We started the podcast right before the US market close at like 3:45pm Est and tried to do a semi-intelligent podcast while all knowing that the president of the United States just went “full retard” to use the vernacular of Robert Downey Jr. in the amazing comedy “Tropic Thunder”.
It was amazing to catch back up with Kevin over half a year later and hear his thoughts on things today. The Squirrel and Kevin were both big (and correct) dollar bears earlier in the year. In fact the first podcast of 2025 was having The Squirrel on my old show and him telling us it was time to sell the DOLL HAIR - an epic call. But the most interesting thing that I heard in this conversation with “The Macro Tourist” was his bullishness on Canada and potentially the Canadian Dollar. He was formerly a large CAD bear and now is singing a different tune. This is by itself the reason to listen to this convo as I think being negative Canada right now reminds me of being negative China a few years back. Its a legacy winner thesis that is held by alot of people that aren’t updating their views real time. Personally, I looked at the CAD LT chart and its breaking out - its worth a look and a listen here.
Kevin is great and very entertaining. I hope you enjoy.
