The Macro Dirt Podcast

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.

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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.

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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/