The Macro Dirt Podcast

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.

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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.

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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.

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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.

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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.

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