Show Notes
In this podcast, Tony Greer and Jared Dillian break down a commodity-led market surge, with gold ripping in a multi-sigma breakout, the dollar breaking down, and upside exploding across silver, uranium, energy, and the broader commodity complex. They dig into Trump’s comments on the dollar, FX volatility, technical damage in DXY, oil clearing key levels, and why this still looks like the early innings of a coordinated commodity bull market. Along the way, the conversation weaves through bonds going nowhere, Fed expectations, portfolio positioning, and even Jared’s Vegas DJ gig—reading crowd energy, live-performance adrenaline, movie picks, and why real experiences beat manufactured hype, in markets and in life.
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/