The Macro Dirt Podcast

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 #74EARLY 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

In this podcast, Tony Greer and Jared Dillian break down the gold 4K frenzy, the “debasement trade,” copper’s next move, and whether Bitcoin’s rally has more gas left.They dig into overbought metals, frothy sentiment, cracks in the AI trade, and stress in private equity, all while keeping an eye on uranium and market rotation.Tune in next week for episode #68

In this episode, Tony and Jared sit down with Paulo Macro to unpack markets in the “upside down.” They dig into Trump, fiscal firehoses, the Fed, and why commodities and uranium may be the trades to watch. From rare earths to gold’s breakout and the AI buildout’s credit risk, it’s a full-spectrum macro debate.Grab The Navigator at $99 - https://tgmacro.com/the-navigator/Tune in next week for episode #67

In this podcast, Tony Greer and Jared Dillian break down gold’s surge past $3,700, silver’s run toward $50, platinum’s breakout, and why Trump might be the best gold salesman of all time.They dig into oil’s shaky setup, small caps vs. tech leadership, China’s gold custody move, the Fed’s rate path, and what lower rates mean for the dollar and equities.Tune in NEXT week for episode #66

In this podcast, Tony is joined by Brent Donnelly, for a deep dive into FX, equities, gold, and the dollar. They revisit Lehman Brothers through Brent’s trader lens, break down why the dollar isn’t collapsing despite Fed cuts, and discuss Europe, tariffs, and the U.S. dominance in global benchmarks.The conversation also covers gold’s breakout, Bitcoin as a “liquidity sponge” vs. real stores of value, and Brent’s bearish read on Canada’s housing and banks.Brent opens up about trading psychology, marriage, family, writing, guitars, Magic: The Gathering, and why politics should go back to the sidelines.Tune in next week for Episode #65

In this podcast, Tony Greer and Jared Dillian break down a 15-sigma move in Oracle, Trump vs. Powell, a cooler PPI, and why the S&P keeps closing on the highs.They delve into gold’s textbook breakout, silver’s strength, miners' parabolic rise, Nvidia’s $4.3 trillion market cap, and the U.S.'s dominance in global equities.Tune in NEXT week for episode #64

Gold fever, market rotations, and life lessons all in one tape.In this podcast, Tony and Jared break down gold’s breakout above $3,500, the path to $5K, the steepening yield curve, the latest S&P 500 pullback, Nvidia’s setup, and what weak labor data means for the Fed’s next move. Along the way, they get into time vs. money, why experiences beat things (most of the time), homemade burgers vs. Häagen-Dazs, and the Yankees heating up in late summer.🔔 Tune in next week for episode #63

In this podcast, Tony and Jared are joined by Brent Johnson of Santiago Capital to tackle the big questions in global macro. They dig into the dollar’s path forward, debt and deficits, gold’s role in portfolios, and how shifting global capital flows are reshaping markets.Brent lays out his Dollar Milkshake Theory in today’s context, while the three debate equities, inflation, and the political undercurrents of Trump, Powell, and policy that keep moving risk.🔔 Tune in next week for episode #62