Macro Dirt Podcast #64 with Brent Donnelly, President of Spectra Markets
Update: 2025-09-17
Description
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
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