The Macro Dirt Podcast

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-time look at how traders navigate chaos when there’s no edge, no clarity, and no margin for error.

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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 dollar, and natural resources—may make sense as yield curves flatten and credit risks build.

The conversation also explores stablecoins as a potential U.S. policy tool for re-dollarization, geopolitical inflation dynamics, and how regime-change trades could reshape portfolios.

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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 strength to weakness in transports and housing.

They also dig into bond market whipsaws, ECB policy reactions to inflation shocks, the dollar’s resistance battle, metals discounting geopolitical risk, energy stocks underperforming crude, and new contrarian trade ideas in beaten-down spirits companies. The conversation later shifts into live-event trends, Broadway nostalgia, and why real-world experiences are becoming the new luxury.

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.