The Macro Dirt Podcast

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 M...

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. -----------------------------...

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 expec...

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...

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, an...

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 d...

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 l...

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-t...

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 doll...

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 s...

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. T...

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 w...

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...

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...

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 inn...

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 gr...

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...