Explorez tous les épisodes du podcast The Macro Dirt Podcast

In this podcast, Tony, Jared, and Chris Irons discuss bonds, oil, gold, technology, wealth concentration, government bailouts, Elon Musk, Silicon Valley Bank, and the risks shaping today’s markets.

-------------------------------------

TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠

-------------------------------------

Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared are joined by Jeff Weniger to discuss bonds, inflation, oil, gold, Bitcoin, technology, AI, market extremes, and the shifting macro landscape.

-------------------------------------------------------------

TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠

-------------------------------------------------------------

Tony's Newsletter - https://tgmacro.com/products/

Subscribe to the DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/

In this podcast, Tony and Jared discuss bonds, oil, gold, technology, AI, trading risk, market volatility, and the challenges of navigating a difficult macro environment.

------------------------------------------------

Subscribe to the Macro Dirt DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/

In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher education, parenting, and life beyond Wall Street.

-------------------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared discuss the Awesome Portfolio, diversification, gold, real estate, cash, drawdowns, FOMO, financial psychology, and the case for getting rich slowly.

-------------------------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natural resources recovery.

--------------------------------------------

TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠

In this podcast, Tony and Jared discuss Treasury bond buybacks, yield curve control, gold, the dollar, energy, Fed policy, homebuilders, banks, and the latest market opportunities.

-------------------------------------------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Warren Pies discuss oil, Hormuz, Fed policy, inflation, AI, semiconductors, energy, gold, market risks, independent research, and life beyond markets.

-------------------------------

Subscribe to SAILORS EDGE - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Eric Balchunas discuss passive investing, ETFs, gold, bonds, AI, market psychology, and why U.S. stocks may be too big to fail.

------------------------------------

Join today: One-month trial for just $99 - https://tgmacro.com/sailors-edge/

In this podcast, Tony, Jared, and Tarek Saab discuss gold, silver, U.S.-based precious metals ETFs, inflation, deficits, and why hard assets may lead the next macro cycle.

---------------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared discuss the FOMC, bonds, gold, semiconductors, the SpaceX IPO, dollar strength, and why speculative leadership may be breaking down.

--------------------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Guy Adami discuss gold, bonds, energy, biotech, SpaceX, market volatility, and timeless trading lessons from Wall Street and CNBC.

---------------------------

Subscribe to Dual Sub Offer - https://tgmacro.com/macro-dirt/

Book your SPOT for TG Macro Conference II - https://tgmacro.com/conference/

In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point.

-----------------------------------

TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠

In this podcast, Tony, Jared, and Michael Green discuss passive investing, SpaceX, AI, interest rates, gold, and why economic data no longer matches everyday reality.

---------------------------

TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/

In this podcast, Tony, Jared, and George Noble discuss oil, gold, bonds, Bitcoin, SpaceX, AI speculation, stock-picking opportunities, and the next major market rotation.

--------------------------------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared discuss the SpaceX IPO, bonds, gold, semiconductors, oil, Elon Musk, and why market leadership may be entering a major new phase.

----------------------------

Subscribe to Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Matt Zeigler celebrate 100 episodes while discussing the SpaceX IPO, market speculation, falling yields, and lessons from building Macro Dirt.

---------------------------------------

To celebrate the 100th episode of the Macro Dirt Podcast, we're launching the Macro Dirt Century Offer!

LINK to Offer - https://tgmacro.com/navigator-sale/

Enjoy 10% OFF all TG Macro products as our way of saying thank you for being part of the journey.

Don't miss your chance to save and join us in celebrating this milestone.

In this podcast, Tony and Jared discuss the SpaceX IPO, semiconductor excess, oil, copper, bonds, and whether markets are approaching a major turning point.

----------------------------

Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Brent Donnelly discuss inflation, semis, FX volatility, Fed policy, gold support, and why markets may enter a low-volatility summer.

---------------------------------

SUBSCRIBE to The Navigator - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Peter Boockvar discuss inflation risks, commodities, bond market stress, AI-driven market bifurcation, and why agriculture may be next to rally.

--------------------------------------

Subscribe to The Navigator - https://tgmacro.com/products/

In this podcast, Tony and Jared break down inflation risks, commodity breakouts, bond market stress, silver’s surge, and why traders should stop fighting the tape.

Matt Ziegler joins the show for a deep dive into 1996 music nostalgia from the Macarena and Alanis Morissette to Tupac, Metallica, Bone Thugs-N-Harmony, and the cultural shift from grunge into late-90s pop.

------------------------------------------------------------

SUBSCRIBE to The Navigator - https://tgmacro.com/products/

In this podcast, Tony and Jared break down oil’s potential reversal, strong S&P price action, rising yields, commodity leadership, and shifting sector dynamics beneath the market’s surface.

Feel free to SAMPLE ONE MONTH of THE Navigator for $99 ONLY - https://tgmacro.com/the-navigator/

In this podcast, Tony Greer and Jared Dillian break down a market stuck at critical highs as oil threatens another leg higher, gold rolls over, and traders wrestle with whether this is consolidation or the setup for a bigger reversal.

They dig into energy leadership, Intel and semis as strategic trades, OpenAI cracks, bond market warning signs, and whether rates may stay tighter than markets expect.

The conversation explores momentum versus mean reversion in a brutal trading tape, why oil may still be the key macro trade, and how inflation, Fed policy, and tech positioning could collide next.

They riff on the dark mood of 1994 grunge, Kurt Cobain, iconic music videos, and the cultural backdrop behind some unforgettable songs.

Sign up for The Navigator at $99 ONLY - https://tgmacro.com/the-navigator/

In this podcast, Tony Greer and Jared Dillian are joined by Ben Hunt for a deep dive into market narratives, geopolitical risk, credit stress, and why the next macro shock may be hiding in plain sight. They break down oil, inflation, private credit fragility, natural resources leadership, and whether tech could reassert itself as growth fears build. 

The conversation also explores Ben’s powerful thesis on AI, decision-making, and “speeding up the kill chain,” plus what markets may be missing as energy shocks and credit risks collide.

They riff on 1993 music, trading psychology, games, and the storytelling patterns that connect markets, culture, and human behavior.

In this podcast, Tony Greer and Jared Dillian break down a market that refuses to go down despite rising oil, escalating geopolitical tensions, and growing risks of a prolonged Iran conflict. They dive into relentless short covering, S&P resilience near highs, and why markets are ignoring macro risks that typically trigger selloffs.

They discuss sector leadership across energy, rare earths, and natural resources, debate whether tech can reclaim leadership, and unpack the impact of a massive upcoming SpaceX IPO on liquidity and positioning.

They dive into 90s music nostalgia, iconic tracks from 1992, and stories from Nashville nightlife and DJ sets.

The Navigator - https://tgmacro.com/products/

In this podcast, Tony Greer and Jared Dillian break down violent market reactions to ceasefire headlines, with oil collapsing, stocks ripping, and the dollar sliding, raising serious questions about whether this move is real or just another overreaction. They dive into S&P resistance levels, bond rallies, sector rotation, and why energy and natural resources may still be the leadership trade despite short-term volatility.

They also explore gold vs. silver setups, macro confusion driven by geopolitical uncertainty, and how traders should navigate a market increasingly driven by headlines, tweets, and sentiment swings.

They kick things off with the “Dennis Rodman” analogy for gold, revisit 90s culture and music, and share stories from early Wall Street and New York City.

In this podcast, Tony Greer and Jared Dillian break down a historic market rally as war headlines shift, but an elevated oil price signals a much bigger inflation problem ahead.

They dive into S&P positioning, rising yields, gold strength, and the ongoing rotation out of tech into energy and natural resources, plus what this means for traders heading into Q2.

From bond market risks to sector leadership and broken market signals, this is a real-time look at how to navigate a market where nothing is moving the way it should.

Grab Your Early Bird Price for TG Macro Tactical Trading Seminar - https://tgmacro.com/webinar/

In this podcast, Tony Greer and Jared Dillian break down a market where everything hinges on one trade: long the war or short the war. They dive into oil surging, stocks breaking down, rising yields, and why diversification has completely failed in this environment.

From energy dominance and tech collapse to inflation risks, insider trading chatter, and headline-driven volatility, this is a real-time look at how traders navigate chaos when there’s no edge, no clarity, and no margin for error.

Grab Your Early Bird Price for TG Macro Tactical Trading Seminar - https://tgmacro.com/webinar/

In this podcast, Tony Greer and Jared Dillian are joined by Michael Howell of CrossBorder Capital for a deep dive into global liquidity, inflation risk, and the growing case for a long-term bull market in commodities and real assets. They discuss tightening liquidity momentum, China’s role in driving gold higher, rising oil price risks, and why defensive positioning—mid-duration bonds, a firm dollar, and natural resources—may make sense as yield curves flatten and credit risks build.

The conversation also explores stablecoins as a potential U.S. policy tool for re-dollarization, geopolitical inflation dynamics, and how regime-change trades could reshape portfolios.

Limited time offer $200 OFF on the Navigator - https://tgmacro.com/checkout/?add-to-cart=10292

In this podcast, Tony Greer and Jared Dillian break down war-driven volatility across oil, equities, rates, and FX as markets struggle for direction. They discuss violent swings in crude around Strait of Hormuz headlines, S&P waterfall price action and relief rallies, AI-bubble risk versus structural bear-market triggers, and the confusing rotation across sectors from cybersecurity and solar strength to weakness in transports and housing.

They also dig into bond market whipsaws, ECB policy reactions to inflation shocks, the dollar’s resistance battle, metals discounting geopolitical risk, energy stocks underperforming crude, and new contrarian trade ideas in beaten-down spirits companies. The conversation later shifts into live-event trends, Broadway nostalgia, and why real-world experiences are becoming the new luxury.

In this podcast, Tony Greer and Jared Dillian are joined by Larry McDonald to break down the growing stress in private credit, why insurance companies may be the hidden bag holders, and how credit markets could signal the next major macro shift. They discuss AI-driven CapEx, disruption across software and credit markets, and the potential rotation from Big Tech into natural resources and energy.

The conversation also dives into emerging-market volatility, the outlook for oil amid geopolitical tensions, data-center energy demand, and why Bitcoin may be starting to look more attractive relative to gold.

Larry shares stories from his Lehman days with Jared, the journey behind his book How to Listen When Markets Speak, and a classic Wall Street origin story that begins with selling pork chops to land his first job in finance.

In this podcast, Tony Greer and Jared Dillian break down mounting pressure in tech as AI disruption accelerates, Nvidia earnings disappoint, and Bitcoin weakness bleeds into the broader risk complex. They dig into collapsing 10-year yields, growing bearishness in software and insurance, and whether a major rotation from big tech into natural resources is underway.

Along the way, the conversation weaves through resilient oil and energy equities, gold and silver consolidation, the S&P’s struggle near 7,000, and even Team USA’s emotional Olympic gold moment, highlighting how narrative, sentiment, and momentum drive both markets and culture, while also extending a thank you to everyone who attended the TG Macro Conference in Nashville.

In this podcast, Tony Greer and Jared Dillian break down stronger payroll data, rate-cut pressure, and range-bound equities with the S&P stalling near highs. They dig into sector rotation, oil services, natural resources, and semis leading, while Bitcoin and software lag, plus uranium strength, copper positioning, and the broader shift from tech toward hard assets.

The conversation rolls into cannabis sentiment, sports-betting risks, and Super Bowl culture from halftime reactions to tattoo stories before closing with momentum around the TG Macro conference upcoming in Nashville.

In this podcast, Tony Greer and Jared Dillian are joined by Jack Farley to break down the future of financial media, the rise of independent content, and where legacy platforms are losing ground.

They dive into metals volatility, silver’s leveraged shakeout, gold’s bull-market structure, and the rotation into energy as oil services and energy equities break out. The discussion expands into Bitcoin’s topping patterns, semiconductors vs. software divergence, AI capex, and whether Nvidia’s parabolic run is nearing exhaustion.

We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down a commodity-led market surge, with gold ripping in a multi-sigma breakout, the dollar breaking down, and upside exploding across silver, uranium, energy, and the broader commodity complex. They dig into Trump’s comments on the dollar, FX volatility, technical damage in DXY, oil clearing key levels, and why this still looks like the early innings of a coordinated commodity bull market.

Along the way, the conversation weaves through bonds going nowhere, Fed expectations, portfolio positioning, and even Jared’s Vegas DJ gig—reading crowd energy, live-performance adrenaline, movie picks, and why real experiences beat manufactured hype, in markets and in life.

We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer is joined by Dave Collum of Cornell University for a wide-ranging conversation that blends markets, politics, culture, and big-picture thinking.They debate the idea of a “Trump boom,” rate cuts versus higher rates, housing affordability, generational wealth gaps, and why monetary policy has distorted asset prices for decades.

The discussion moves into AI as the next great bubble, Nvidia valuations, capital intensity, and why natural resources, gold, silver, platinum, and uranium may be better positioned than tech. They also cover valuation risk, secular bear markets, the debasement trade, and how traders and long-term investors must think very differently to survive what comes next.

We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down market positioning ahead of the Supreme Court decision on Trump’s tariffs, with stocks backing off highs, the dollar grinding higher, and bonds firming.

The conversation shifts to energy, where Tony highlights a clear change in oil price action after months of relentless selling, signaling a possible regime shift.

Last few SPOTS left before window closes - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian kick off the year by breaking down geopolitics, markets, and sector leadership after the Venezuela regime change and Trump’s latest global power move. They discuss Latin America rallying, crude oil sliding, transportation and defense stocks breaking out, semiconductors and broker-dealers hitting new highs, and why quiet, range-bound bonds are still the green light for equities.

The conversation shifts to uranium’s breakout following new U.S. energy funding, the Bloomberg Commodity Index rebalance, and its implications for gold, silver, oil, and cocoa, as well as copper reaching new highs. It also explores why the “great rotation” into commodities may be underway again. They also debate the dollar outlook, early-year positioning, and how traders actually make money when consensus gets crowded.

Last 30 SPOST left - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down the latest macro market developments, focusing on shifting risk appetite, cross-asset signals, and how traders should think about positioning as volatility evolves.

They discuss what current price action is revealing across equities, rates, and commodities, and why discipline and process matter more than narratives in this tape.

Book your SPOT for TG Macro Conference before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian are joined by Kevin Muir (The Macro Tourist) to break down the AI bubble risk, Nvidia valuations, U.S. dollar dynamics, Trump-era fiscal dominance, tariffs, and why capital may rotate into gold, silver, miners, uranium, and real assets as macro volatility returns.

Book your SPOT for TG Macro Conference before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down a global rate shock as yields rip higher across Canada, Australia, New Zealand, Europe, and Japan while the U.S. faces a hawkish-looking cut. They dissect the breakout in 10-year yields, a bid dollar, the ensuing commodity pullback, gold and silver’s mixed price action, and what rising rates mean for headline inflation and next-year trade ideas. The conversation covers sector rotation, AI/tech froth, Carvana’s S&P surprise, trading discipline, and why being early is different from being wrong.

Book your SPOT for TG Macro Conference before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down the Kevin Hassett Fed pivot, the sharp reversal in bond yields, and the surge in silver as metals regain leadership. They get into the latest moves in Bitcoin, strength in energy and industrials, and why the current sector rotation is catching too many traders offside.

They also unravel Jared’s “Wall of Worry” framework, the psychology behind surviving this tape, and why Michael Burry’s latest newsletter left them scratching their heads.

Book your SPORT for TG Macro Conference before the window closes - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down the Thanksgiving-week market bounce, with the S&P and Nasdaq snapping back from drawdowns, miners leading, semiconductors stabilizing, Bitcoin rebounding off the $ 82,000 buy zone, and gold and silver pressing toward breakout levels.

EARLY BIRD pricing ends Dec 01, 2025. - ⁠⁠https://tgmacro.com/conference/

TWO extremely popular Hedge Fund Managers will be named on December 01, 2025. Secure your seat before the prices rise.

In this podcast, Tony and Jared sit down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down the silver squeeze, physical silver shortages, ETF risks, and the global silver deficit, plus Nvidia earnings, Bitcoin volatility, key S&P 500 support levels, and why silver’s chart has traders targeting $200.

Tune in NEXT week for Episode #74

EARLY BIRD pricing ends Dec 01, 2025.

Secure your seat before the prices rise.

TWO extremely popular Hedge Fund Managers will be named on December 01, 2025.

Grab Early Bird Tickets - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian are joined by Matthew Zeigler of Sunpoint Investments for a high-energy mix of markets, music, and macro.

They unpack Trump’s latest stimulus and crypto comments, the 50-year mortgage debate, gold and Bitcoin’s rally, and what’s next for small caps, AI, and global markets heading into 2026.

Early Birds Offer Ends Friday - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down major market moves, gold’s pullback, uranium’s drop, oil and solar rallies, and the dollar testing key resistance. They dive into tariffs, commodities, and New York City politics, including Mayor Mamdani’s latest headlines, shaking up investors and traders alike.

TG Macro Conference, taking place on February 19–20, 2026.

Grab Early Bird Tickets - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down the unstoppable bull run, S&P near 7,000, gold hovering around $4,000, and Nvidia rocketing past $5 trillion.

Tony announces the 1st TG Macro Conference, taking place on February 19–20, 2026, at the Virgin Hotel in Nashville.

Grab Early Tickets - ⁠https://tgmacro.com/conference/⁠

Tune in next week for episode #71

In this podcast, Tony Greer and Jared Dillian are joined by Imran Lakha, founder of Options Insight. They break down how to hedge gold’s parabolic run, trade volatility in the S&P, and navigate the complex world of implied vol and time decay.

The conversation turns to Trump’s impact on market volatility, long-term plays in cannabis stocks, and why quantum trades are defying logic.

Tune in next week for episode #70

In this podcast, Tony Greer and Jared Dillian are joined by Nicky Shiels, Head of Metals Strategy at MKS PAMP, for a deep dive into the gold, silver, and platinum markets.

They unpack record highs in precious metals, central bank buying, the debasement trade, and how sanctions, de-dollarization, and global liquidity are fueling the rally.

Nikki shares insights on physical vs. paper gold, London’s silver squeeze, China’s restocking, and why platinum’s revival is one to watch.

🔔Tune in NEXT week for Episode #69