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
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34:47
Gold Gone Wild
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
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25:32
The Running of the Bulls: Gold, Uranium, and AI
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
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45:41
The Post FOMC Stock and Gold Bustout
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
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Macro Dirt Podcast #64 with Brent Donnelly, President of Spectra Markets
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
New Zealand