Share this postCopy linkFacebookEmailNotesMorePauloMacro’s Substack PodcastFly on the Wall with Shrub & Cloudbear - 26 Feb 20250:00Current time: 0:00 / Total time: -44:11-44:11Paid episodeThe full episode is only available to paid subscribers of PauloMacro’s SubstackSubscribe to listenFly on the Wall with Shrub & Cloudbear - 26 Feb 2025Nvidia, Brazil, and More!PauloMacro and Le ShrubFeb 26, 2025∙ Paid29Share this postCopy linkFacebookEmailNotesMore32ShareHi gang, been too long since I rang up my legendary buddy Le Shrub and what better time than going into the most important NVDA earnings ever — EVER.Hope you enjoy!Paulo aka CloudbearThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPauloMacro’s Substack PodcastMy thoughts on global macro, micro, and everything in betweenMy thoughts on global macro, micro, and everything in betweenSubscribeListen onSubstack AppRSS FeedAppears in episodePauloMacroLe ShrubWrites Reminiscences of a Shrub Operator SubscribeRecent EpisodesFly on the Wall with Shrub & Cloudbear — 27 June 2025Jun 27 • PauloMacro and Le ShrubConversation on Oil, Equities, Bonds, Precious Metals, and more with KontrarianKornerJun 12 • PauloMacro and BR KelleranA Ferg, A Pinecone, and a Cloudbear Having a ChatJun 8 • PauloMacroFly on the Wall with Shrub & Cloudbear — 19 May 2025May 19 • PauloMacro and Le ShrubFly on the Wall with Shrub & Cloudbear -- 24 April 2025Apr 24 • PauloMacro and Le ShrubFly on the Wall with Shrub & Cloudbear -- 8 April 2025Apr 8 • PauloMacro and Le ShrubFly on the Wall with Shrub & Cloudbear - The Day After Liberation DayApr 3 • PauloMacro and Le Shrub