Show Notes
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.
We are almost SOLD OUT, book your SPOT before the window CLOSES - 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/