The Macro Dirt Podcast

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 #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