Kevin Muir: The Fiscal Flood Driving Global Reflation

💡Markets have changed. Has your portfolio? Get a free review with Wealthion’s endorsed financial advisors at https://bit.ly/3LpcQrO

Governments around the world have opened the fiscal floodgates, and it’s rewriting the rules of investing. In this revealing conversation, Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to explain how massive government spending and a global reflation are transforming markets in ways most investors don’t yet see.

Muir breaks down:

• Why the age of monetary policy is over, and how fiscal dominance now drives growth and inflation.
• The global equity rally quietly outperforming the U.S. as countries ramp up spending.
• Why the AI investment boom may already be a corporate spending bubble.
• How the bond market could shock everyone with lower yields ahead.
• His favorite contrarian play for the years to come: energy, especially natural gas.

Muir also shares his approach to surviving today’s “manic” markets: when to stay small, when to fade the hype, and why “boring” investing might win big in this new regime.

💡With governments flooding markets with money, owning real assets still matters. Build your gold and silver position smartly through Hard Assets Alliance: https://hardassetsalliance.com/?aff=WTH

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion1dev.wpenginepowered.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

💡Get SCP Resource Finance and Trey Reik’s deep-dive Silver investing report by joining our accredited investor list here: https://www.wealthion1dev.wpenginepowered.com/accredited