Show Notes
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.
Last 30 SPOST left - https://tgmacro.com/conference/
More from The Macro Dirt Podcast
TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/
In this podcast, Tony and Jared discuss bonds, Treasury issuance, oil, gold, the dollar, AI valuations, market rotations, the dot-com bubble, natural resources, and the Yankees. ------------------------------------------------ TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/ ------------------------------------------------ Tony's Newsletter - https://tgmacro.com/products/
In this podcast, Tony, Jared, and Chris Irons discuss bonds, oil, gold, technology, wealth concentration, government bailouts, Elon Musk, Silicon Valley Bank, and the risks shaping today’s markets. ------------------------------------- TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/ ------------------------------------- Tony's Newsletter - https://tgmacro.com/products/
In this podcast, Tony and Jared are joined by Jeff Weniger to discuss bonds, inflation, oil, gold, Bitcoin, technology, AI, market extremes, and the shifting macro landscape. ------------------------------------------------------------- TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/ ------------------------------------------------------------- Tony's Newsletter - https://tgmacro.com/products/ Subscribe to the DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/
In this podcast, Tony and Jared discuss bonds, oil, gold, technology, AI, trading risk, market volatility, and the challenges of navigating a difficult macro environment. ------------------------------------------------ Subscribe to the Macro Dirt DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/