Another Thematic Shift

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/