← All speakers TranscriptAgent
Create free account
← Kevin Muir

Kevin Muir — market thesis over time

Tracked across 9 of Kevin Muir's own interviews · Mar 2025 → Jun 2026 · 3 core assets

Where Kevin Muir stands now

His latest tracked stance on each asset, most-covered first.

Gold
bullish · 100% bull
5 interviews · last Jun 2026
US Dollar (DXY)
bearish · 0% bull
5 interviews · last May 2026
S&P 500
bearish · 0% bull
4 interviews · last Dec 2025

Conviction ribbon

Each cell is a week; colour = how bullish, opacity = airtime. Click a cell to jump to the clip.

Gold5Gold · week of 2025-03-03 — bull 100% · 2 claims / 1 interviewsGold · week of 2025-07-07 — bull 100% · 2 claims / 1 interviewsGold · week of 2025-10-20 — bull 100% · 1 claims / 1 interviewsGold · week of 2026-04-06 — bull 100% · 2 claims / 1 interviewsGold · week of 2026-06-15 — bull 100% · 1 claims / 1 interviewsUS Dollar (DXY)5US Dollar (DXY) · week of 2025-03-03 — bull 0% · 1 claims / 1 interviewsUS Dollar (DXY) · week of 2025-07-07 — bull 0% · 1 claims / 1 interviewsUS Dollar (DXY) · week of 2025-08-18 — bull 0% · 1 claims / 1 interviewsUS Dollar (DXY) · week of 2026-01-19 — bull 0% · 1 claims / 1 interviewsUS Dollar (DXY) · week of 2026-05-25 — bull 0% · 1 claims / 1 interviewsS&P 5004S&P 500 · week of 2025-07-07 — bull 0% · 2 claims / 1 interviewsS&P 500 · week of 2025-08-18 — bull 0% · 3 claims / 1 interviewsS&P 500 · week of 2025-10-20 — bull 0% · 1 claims / 1 interviewsS&P 500 · week of 2025-12-15 — bull 0% · 1 claims / 1 interviewsMar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26

Gold

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual Gold price.

10050052303182Gold · week of 2025-03-03 — bull 100% · 2 claims / 1 interviews “Central banks, led by the People's Bank of China, will continue systematically accumulating gold due to the need to diversify away from US T”Gold · week of 2025-07-07 — bull 100% · 2 claims / 1 interviews “Gold will continue to have a bid from central bank buying, particularly from the People's Bank of China, for years to come.”Gold · week of 2025-10-20 — bull 100% · 1 claims / 1 interviews “Gold is headed a lot higher because China and other central banks remain woefully under-represented in gold holdings after the Russia reserv”Gold · week of 2026-04-06 — bull 100% · 2 claims / 1 interviews “The People's Bank of China will be a persistent buyer of gold for the next decade, creating a structural bid that drives gold prices higher ”Gold · week of 2026-06-15 — bull 100% · 1 claims / 1 interviews “The People's Bank of China will continue buying gold for years to come because their gold allocation is minuscule relative to other central ”Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26

US Dollar (DXY)

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual US Dollar (DXY) price.

10050010197US Dollar (DXY) · week of 2025-03-03 — bull 0% · 1 claims / 1 interviews “The US dollar needs to decline substantially to fix the trade deficit, which will be a self-fulfilling prophecy as capital leaves the US.”US Dollar (DXY) · week of 2025-07-07 — bull 0% · 1 claims / 1 interviews “The US dollar has entered a secular bear market and Trump wants a lower dollar to reduce the trade deficit.”US Dollar (DXY) · week of 2025-08-18 — bull 0% · 1 claims / 1 interviews “The liberation day market event showed an unprecedented tri-directional crash (stocks, bonds, and USD all down together) signaling capital l”US Dollar (DXY) · week of 2026-01-19 — bull 0% · 1 claims / 1 interviews “The US dollar is headed a lot lower because the US government is a net debtor and the rest of the world is now spending, reversing the capit”US Dollar (DXY) · week of 2026-05-25 — bull 0% · 1 claims / 1 interviews “The US dollar is overpriced — it isn't that other countries are cheap, the dollar itself is overvalued.”Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26

S&P 500

Weekly bullish stance. Dot size = interviews that week; click a dot for the headline call. Amber line = actual S&P 500 price.

10050075805074S&P 500 · week of 2025-07-07 — bull 0% · 2 claims / 1 interviews “Paying 22 times forward earnings for a heavily concentrated S&P 500 is not justified, and earnings will likely roll over.”S&P 500 · week of 2025-08-18 — bull 0% · 3 claims / 1 interviews “The valuation of the US market versus the rest of the world is extremely overvalued and dangerous.”S&P 500 · week of 2025-10-20 — bull 0% · 1 claims / 1 interviews “The US stock market is woefully overpriced and it's shocking how bullish everyone is.”S&P 500 · week of 2025-12-15 — bull 0% · 1 claims / 1 interviews “The US stock market is overvalued relative to the rest of the world, trading at approximately 23 times earnings versus 15-16 times for the r”Mar '25Apr '25May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26
Track Kevin Muir and 100+ analysts free →