The Macro Dirt Podcast

Епізоди

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  The FOMC Shuffle 30.07.2026 32хв

  In this podcast, Tony and Jared discuss the FOMC, bonds, gold, semiconductors, the SpaceX IPO, dollar strength, and why speculative leadership may be breaking down.--------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
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  Macro Dirt and Fast Money 23.07.2026 56хв

  In this podcast, Tony, Jared, and Guy Adami discuss gold, bonds, energy, biotech, SpaceX, market volatility, and timeless trading lessons from Wall Street and CNBC.---------------------------Subscribe to Dual Sub Offer - https://tgmacro.com/macro-dirt/
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  A Technical Tour with Frank Cappelleri 16.07.2026 42хв

  Book your SPOT for TG Macro Conference II - https://tgmacro.com/conference/
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  Another Thematic Shift 09.07.2026 26хв

  In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point.-----------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠
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  SpaceX, AI and Interest Rates are TOO HIGH 02.07.2026 1год 21хв

  In this podcast, Tony, Jared, and Michael Green discuss passive investing, SpaceX, AI, interest rates, gold, and why economic data no longer matches everyday reality.---------------------------TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/
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  George Noble On Stocks, Gold, Oil And AI 23.06.2026 37хв

  In this podcast, Tony, Jared, and George Noble discuss oil, gold, bonds, Bitcoin, SpaceX, AI speculation, stock-picking opportunities, and the next major market rotation.--------------------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
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  Nobody Owns Bonds 17.06.2026 28хв

  In this podcast, Tony and Jared discuss the SpaceX IPO, bonds, gold, semiconductors, oil, Elon Musk, and why market leadership may be entering a major new phase.----------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
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  The Centennial Macro Dirt with HOST Matt Zeigler 13.06.2026 55хв

  In this podcast, Tony, Jared, and Matt Zeigler celebrate 100 episodes while discussing the SpaceX IPO, market speculation, falling yields, and lessons from building Macro Dirt.---------------------------------------To celebrate the 100th episode of the Macro Dirt Podcast, we're launching the Macro Dirt Century Offer!LINK to Offer - https://tgmacro.com/navigator-sale/Enjoy 10% OFF all TG Macro products as our way of saying thank you for being part of the journey.Don't miss your chance to save and join us in celebrating this milestone.
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  The Great One Podcast 04.06.2026 25хв

  In this podcast, Tony and Jared discuss the SpaceX IPO, semiconductor excess, oil, copper, bonds, and whether markets are approaching a major turning point.----------------------------Tony's Newsletter - https://tgmacro.com/products/
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  Trading Outside the Box with Brent 28.05.2026 46хв

  In this podcast, Tony, Jared, and Brent Donnelly discuss inflation, semis, FX volatility, Fed policy, gold support, and why markets may enter a low-volatility summer.---------------------------------SUBSCRIBE to The Navigator - https://tgmacro.com/products/
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  Staples with Boockvar 21.05.2026 40хв

  In this podcast, Tony, Jared, and Peter Boockvar discuss inflation risks, commodities, bond market stress, AI-driven market bifurcation, and why agriculture may be next to rally.--------------------------------------Subscribe to The Navigator - https://tgmacro.com/products/
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  Trading the Headline Inflation Flywheel 14.05.2026 30хв

  In this podcast, Tony and Jared break down inflation risks, commodity breakouts, bond market stress, silver’s surge, and why traders should stop fighting the tape.Matt Ziegler joins the show for a deep dive into 1996 music nostalgia from the Macarena and Alanis Morissette to Tupac, Metallica, Bone Thugs-N-Harmony, and the cultural shift from grunge into late-90s pop.------------------------------------------------------------SUBSCRIBE to The Navigator - https://tgmacro.com/products/
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  Macro Dirt from The Road 06.05.2026 16хв

  In this podcast, Tony and Jared break down oil’s potential reversal, strong S&P price action, rising yields, commodity leadership, and shifting sector dynamics beneath the market’s surface.Feel free to SAMPLE ONE MONTH of THE Navigator for $99 ONLY - https://tgmacro.com/the-navigator/
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  Sleepwalking at the S&P High 29.04.2026 26хв

  In this podcast, Tony Greer and Jared Dillian break down a market stuck at critical highs as oil threatens another leg higher, gold rolls over, and traders wrestle with whether this is consolidation or the setup for a bigger reversal.They dig into energy leadership, Intel and semis as strategic trades, OpenAI cracks, bond market warning signs, and whether rates may stay tighter than markets expect.The conversation explores momentum versus mean reversion in a brutal trading tape, why oil may still be the key macro trade, and how inflation, Fed policy, and tech positioning could collide next.They riff on the dark mood of 1994 grunge, Kurt Cobain, iconic music videos, and the cultural backdrop behind some unforgettable songs.Sign up for The Navigator at $99 ONLY - https://tgmacro.com/the-navigator/
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  The Ultimate Market Narrative Analysis 23.04.2026 44хв

  In this podcast, Tony Greer and Jared Dillian are joined by Ben Hunt for a deep dive into market narratives, geopolitical risk, credit stress, and why the next macro shock may be hiding in plain sight. They break down oil, inflation, private credit fragility, natural resources leadership, and whether tech could reassert itself as growth fears build. The conversation also explores Ben’s powerful thesis on AI, decision-making, and “speeding up the kill chain,” plus what markets may be missing as energy shocks and credit risks collide.They riff on 1993 music, trading psychology, games, and the storytelling patterns that connect markets, culture, and human behavior.
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  Nothing is Correlated 14.04.2026 22хв

  In this podcast, Tony Greer and Jared Dillian break down a market that refuses to go down despite rising oil, escalating geopolitical tensions, and growing risks of a prolonged Iran conflict. They dive into relentless short covering, S&P resilience near highs, and why markets are ignoring macro risks that typically trigger selloffs.They discuss sector leadership across energy, rare earths, and natural resources, debate whether tech can reclaim leadership, and unpack the impact of a massive upcoming SpaceX IPO on liquidity and positioning.They dive into 90s music nostalgia, iconic tracks from 1992, and stories from Nashville nightlife and DJ sets.The Navigator - https://tgmacro.com/products/
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  Dennis Rodman Episode 09.04.2026 20хв

  In this podcast, Tony Greer and Jared Dillian break down violent market reactions to ceasefire headlines, with oil collapsing, stocks ripping, and the dollar sliding, raising serious questions about whether this move is real or just another overreaction. They dive into S&P resistance levels, bond rallies, sector rotation, and why energy and natural resources may still be the leadership trade despite short-term volatility.They also explore gold vs. silver setups, macro confusion driven by geopolitical uncertainty, and how traders should navigate a market increasingly driven by headlines, tweets, and sentiment swings.They kick things off with the “Dennis Rodman” analogy for gold, revisit 90s culture and music, and share stories from early Wall Street and New York City.
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  The Quarter-End Dirt 01.04.2026 19хв

  In this podcast, Tony Greer and Jared Dillian break down a historic market rally as war headlines shift, but an elevated oil price signals a much bigger inflation problem ahead.They dive into S&P positioning, rising yields, gold strength, and the ongoing rotation out of tech into energy and natural resources, plus what this means for traders heading into Q2.From bond market risks to sector leadership and broken market signals, this is a real-time look at how to navigate a market where nothing is moving the way it should.Grab Your Early Bird Price for TG Macro Tactical Trading Seminar - https://tgmacro.com/webinar/
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  Binary Bet on the Strait 27.03.2026 28хв

  In this podcast, Tony Greer and Jared Dillian break down a market where everything hinges on one trade: long the war or short the war. They dive into oil surging, stocks breaking down, rising yields, and why diversification has completely failed in this environment.From energy dominance and tech collapse to inflation risks, insider trading chatter, and headline-driven volatility, this is a real-time look at how traders navigate chaos when there’s no edge, no clarity, and no margin for error.Grab Your Early Bird Price for TG Macro Tactical Trading Seminar - https://tgmacro.com/webinar/
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  The GODFATHER of Global Liquidity 19.03.2026 35хв

  In this podcast, Tony Greer and Jared Dillian are joined by Michael Howell of CrossBorder Capital for a deep dive into global liquidity, inflation risk, and the growing case for a long-term bull market in commodities and real assets. They discuss tightening liquidity momentum, China’s role in driving gold higher, rising oil price risks, and why defensive positioning—mid-duration bonds, a firm dollar, and natural resources—may make sense as yield curves flatten and credit risks build.The conversation also explores stablecoins as a potential U.S. policy tool for re-dollarization, geopolitical inflation dynamics, and how regime-change trades could reshape portfolios. Limited time offer $200 OFF on the Navigator - https://tgmacro.com/checkout/?add-to-cart=10292