Best Jared Dillian Podcasts (2026)

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Episode 1: Markets React To Venezuela. With Jared Dillian. 32:25

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11h ago32:25

32:25

Welcome back to Talking Markets, where we kick off the year with Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. Anyone hoping for a quiet start to 2026 will be disappointed with the US strikes in Venezuela and capturing of Maduro dominating the narrative and the markets. Maggie Lake talks to Jared about the market fa…

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The Year-End Macro Dirt - A LOOK AHEAD 25:15

13d ago25:15

25:15

In this podcast, Tony Greer and Jared Dillian break down the latest macro market developments, focusing on shifting risk appetite, cross-asset signals, and how traders should think about positioning as volatility evolves. They discuss what current price action is revealing across equities, rates, and commodities, and why discipline and process matt…

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Episode 120: The Shopping List for 2026 49:52

15d ago49:52

49:52

On the final episode of Talking Markets for 2025, Maggie Lake is joined by Thomas “Tommy” Thornton, Founder of Hedge Fund Telemetry, to break down where he sees the best long and short opportunities heading into the new year.Known for his highly tactical approach, Tommy explains how he’s positioning on both the long and short side as markets transi…

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Episode 119: Will Silver Continue Its Record Run? With Dale Pinkert 39:24

18d ago39:24

39:24

Gold and silver have been on a record run this year, notching up their best performance in 35 years! Can it continue? TradeGATEHub coach Dale Pinkert returns this Friday to talk about his outlook for precious metals. He also talks to Maggie about the AI trade, which is trying to rebound, and where he sees the U.S. dollar trading after a week of cen…

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Strange Crew - A Trip to the Great White North with "The Macro Tourist" Kevin Muir 47:30

20d ago47:30

47:30

In this podcast, Tony Greer and Jared Dillian are joined by Kevin Muir (The Macro Tourist) to break down the AI bubble risk, Nvidia valuations, U.S. dollar dynamics, Trump-era fiscal dominance, tariffs, and why capital may rotate into gold, silver, miners, uranium, and real assets as macro volatility returns. Book your SPOT for TG Macro Conference …

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Episode 118: The Big Macro Change No One Sees Coming. With Harry Melandri 37:24

20d ago37:24

37:24

The Fed cut rates last week, but it hasn't done much to help stocks or bonds. Harry Melandri, senior advisor to MI2 Partners joins Maggie Lake to discuss what is dragging on markets, including the decline in Oracle. Harry sees trouble brewing in private credit which may only be exacerbated by changes coming in banking rules. Harry brings his deep k…

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Episode 117: Where Is The Opportunity? With Mish Schneider. 35:16

22d ago35:16

35:16

This week we'll get more information about the U.S. economy as the government releases November's payroll data and retails sales. Marketgauge.com's chief strategist, Mish Schneider joins Maggie Lake with an update on her Modern Economic Family indicator, which shows some signs of improvement. So where are the best opportunities? Mish previews some …

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Episode 116: How Low Can Tech Stocks Go? With Dale Pinkert. 36:33

25d ago36:33

36:33

Veteran trader Dale Pinkert joins Maggie Lake on this episode of Talking Markets to break down the major macro forces moving markets right now. Dale discusses the sell-off in tech stocks and shares his outlook for bonds following the FOMC meeting. They also dive into Dale’s outlook on the U.S. dollar and silver which has been on a record run. As al…

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Episode 115: Outlook for Bonds and Bitcoin. With Noelle Acheson. 38:01

27d ago38:01

38:01

On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may b…

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Rates are Ripping 17:29

29d ago17:29

17:29

In this podcast, Tony Greer and Jared Dillian break down a global rate shock as yields rip higher across Canada, Australia, New Zealand, Europe, and Japan while the U.S. faces a hawkish-looking cut. They dissect the breakout in 10-year yields, a bid dollar, the ensuing commodity pullback, gold and silver’s mixed price action, and what rising rates …

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Episode 114: Is the Fed One and Done? With Brent Donnelly. 32:26

29d ago32:26

32:26

On this episode of Talking Markets, Maggie Lake sits down with Brent Donnelly, President of Spectra Markets, for an in-depth conversation on the U.S. dollar and its powerful influence on global asset prices.Brent breaks down how USD strength and weakness impact currency trades, what traders should watch across FX markets, and how shifting Federal R…

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Episode 113: Are Bonds & Oil Poised to Breakout? With Dale Pinkert. 36:44

1M ago36:44

36:44

Energy has been the laggard of the everything rally - is that about to change? Dale Pinkert, Trading Coach as TradeGate Hub joins Maggie Lake for his Friday residency to talk about a breakout that may be forming in WTI. Dale also discusses the rally in natural gas and his view on Treasuries ahead of next week's Federal Reserve policy meeting. Based…

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Silver Breakout, Bitcoin Volatility & Burry’s Bad Call 23:46

1M ago23:46

23:46

In this podcast, Tony Greer and Jared Dillian break down the Kevin Hassett Fed pivot, the sharp reversal in bond yields, and the surge in silver as metals regain leadership. They get into the latest moves in Bitcoin, strength in energy and industrials, and why the current sector rotation is catching too many traders offside. They also unravel Jared…

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Episode 112: Time To Get Defensive? With Aahan Menon. 34:01

1M ago34:01

34:01

Weak US jobs data and renewed concerns around AI spending created some headwinds for investors, but US stocks pulled out a rally anyway. Aahan Menon, founder of Prometheus Research, joins Maggie Lake on Talking Markets to discuss the outlook for the S&P as we head into year-end. They'll also talk inflation expectations as the Federal Reserve prepar…

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Episode 111: Will This Be A December To Remember? With Tony Greer. 33:24

1M ago33:24

33:24

Investors kicked off December on a jittery note with tech stocks and crypto under early pressure. Can the bulls pull out a year-end Santa rally? Tony Greer, Editor of the Navigator, joins Maggie Lake to talk about the outlook for U.S stocks, what NVDA and BTC are signalling, why the retail trade may be underestimated, and what it means now that sil…

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Turkey Markets and Thanksgiving Gratitude 27:41

1M ago27:41

27:41

In this podcast, Tony Greer and Jared Dillian break down the Thanksgiving-week market bounce, with the S&P and Nasdaq snapping back from drawdowns, miners leading, semiconductors stabilizing, Bitcoin rebounding off the $ 82,000 buy zone, and gold and silver pressing toward breakout levels. EARLY BIRD pricing ends Dec 01, 2025. - ⁠⁠https://tgmacro.c…

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Episode 110: Is The AI Trade Really Revived? With Jeremy Schwartz. 34:46

1M ago34:46

34:46

U.S. Treasury yields dipped lower as investors wait for some key readings on the US economy. Are consumers tapped out and stressed out by higher prices? Jeremy Schwartz, the global chief investment officer at Wisdom Tree, joins Maggie Lake to discuss the health of the US economy and outlook for the Fed meeting next week. Jeremy also talks about whe…

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Joey Temprile - The Philosophy of Bitcoin 56:39

1M ago56:39

56:39

Understanding the concept of decentralization, instutitional rot, and why this trade resonates so strongly with a generation.

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109: Survival, Grief & Finding Meaning. Major Notes with Cem Karsan. 1:32:28

1M ago1:32:28

1:32:28

Welcome to this special episode of Major Notes, a new show that premiered on The Market House Substack this Fall. In each conversation, we talk to our guests about 5 major notes or events that helped define them: a note of Luck, of Risk, of Failure, of Regret, and of Joy. In this episode, Maggie Lake had the chance to sit down with Cem Karsan, Foun…

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Episode 108: What's Next For Tech? With Dale Pinkert. 36:54

2M ago36:54

36:54

It's been a challenging week for equity investors. Nvidia reported strong earnings but it wasn't enough to fend off the bears. Dale Pinkert, Trading Coach at TradeGate Hub is back for his Friday Market House residency to talk about how investors can navigate this volatility. Dale has been warning that technology stocks looked vulnerable. He talks t…

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A Bulletproof Metals Fund 46:15

2M ago46:15

46:15

In this podcast, Tony and Jared sit down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down the silver squeeze, physical silver shortages, ETF risks, and the global silver deficit, plus Nvidia earnings, Bitcoin volatility, key S&P 500 support levels, and why silver’s chart has traders targeting $200…

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Episode 107: Are Bonds Warning of Trouble? With George Goncalves. 31:23

2M ago31:23

31:23

While NVIDIA earnings will likely steal the spotlight, investors are also keeping a worried eye on bonds. George Goncalves, Head of US Macro Strategy at MUFG, joins Maggie Lake to discuss market sentiment in the wake of the chip giant's earnings. Will Nvidia earnings set the tone for the equity market for the rest of this year and is the Fed done l…

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Episode 106: Will NVDA Bring Down The Market? With Peter Boockvar. 33:52

2M ago33:52

33:52

We’ve got a big week ahead, with NVIDIA earnings on Wednesday, the delayed jobs report for September on Thursday, and monthly industrial production and home sales. Joining us today to help make sense of it all is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. He’ll be joining Maggie Lake to discuss what he’s seeing …

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Episode 105: What Is The VIX Telling Us? With Dale Pinkert. 34:22

2M ago34:22

34:22

TradeGateHub Coach Dale Pinkert joins Maggie Lake today to talk about a volatile week that whipsawed investors right down to the wire. Up for discussion: tech stocks, that dollar/stock correlation Dale flagged last week, BTC under $100,000 again, and more. Follow TradeGateHub on YouTube here: @TradeGateHub Support us on Substack: https://themarketh…

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Episode 104: "Energy Is My Highest Conviction Call." With Vincent Deluard. 33:28

2M ago33:28

33:28

Vincent Deluard, Director of Global Macro at StoneX Group, joins Maggie Lake on Talking Markets to discuss the possibly approaching end of the government shutdown, the relief rally, what he's seeing in inflation, and what he thinks we might get when 6 weeks of missing economic data is finally caught up on. Also on deck: a catch-up on LatAm and Chin…

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Tobias Carlisle: Sun Tzu & Warren Buffett 56:14

2M ago56:14

56:14

This episode is with a returning guest to the podcast - Tobias Carlisle. We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking” The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I …

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Portfolio Pow Wow with Matt Zeigler 54:28

2M ago54:28

54:28

In this podcast, Tony Greer and Jared Dillian are joined by Matthew Zeigler of Sunpoint Investments for a high-energy mix of markets, music, and macro. They unpack Trump’s latest stimulus and crypto comments, the 50-year mortgage debate, gold and Bitcoin’s rally, and what’s next for small caps, AI, and global markets heading into 2026. Early Birds …

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Brad Hargreaves - Real Estate's Real Entrepreneurship 24:05

2M ago24:05

24:05

Brad Hargreaves explains how AI, automation, sensors, and innovation are transforming multifamily operations and evolving the real estate industry.

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Episode 103: Should Investors Be Nervous? With Dale Pinkert. 32:44

2M ago32:44

32:44

In a word Yes! The Dale Pinkert Talking Markets Residency continues, by (very) popular demand. The TradeGateHub Coach joins Maggie Lake today to talk about a week to forget for tech stocks, the increasingly louder drumbeat of layoff announcements even though we don't have official data, and what's next for Bitcoin as it slides under the level Coach…

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Victory Laps and The Deleveraging Dilemma 27:11

2M ago27:11

27:11

In this podcast, Tony Greer and Jared Dillian break down major market moves, gold’s pullback, uranium’s drop, oil and solar rallies, and the dollar testing key resistance. They dive into tariffs, commodities, and New York City politics, including Mayor Mamdani’s latest headlines, shaking up investors and traders alike. TG Macro Conference, taking p…

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Episode 102: The November to April Matrix. With Tony Greer. 33:42

2M ago33:42

33:42

Now that we're in November, we've entered what is traditionally the best 6 months of the year for the S&P, in terms of returns. To kick us off, we've got the one and only Tony Greer joining Maggie today for Talking Markets. The editor of The Morning Navigator chats about stocks, metals, commodities and more as we barrel towards year-end. PLUS, we'l…

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Nate Geraci - The ETF Educator 46:26

2M ago46:26

46:26

Nate explains everything happening in the ETF industry, from the ethics and economics of retail product design to asset managers bringing ETF tax efficiency to mutual funds through share class filings, and more.

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Episode 101: Breaking Down The Tech Rally. With Dale Pinkert. 35:58

2M ago35:58

35:58

Happy Halloween, and welcome to another episode of TradeGateHub coach Dale Pinkert's Talking Markets residency (we will resist all Halloween puns). Stocks are rallying after strong earnings from Amazon and Apple, but cracks are showing elsewhere (see: BlackRock's private-credit arm caught up in a "breathtaking" fraud scandal). Maggie Lake will get …

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Episode 100: The Bull Market Is In Complacency. With David Rosenberg. 43:14

2M ago43:14

43:14

Maggie is on the road at a Reuters conference in Detroit today. But it's Fed Day, so you better believe we have two excellent people stepping in to talk markets with us. Harry Melandri, senior advisor to Arque Advisors and author of the Respice Finem Substack, is hosting David Rosenberg, founder and president of Rosenberg Research. They'll be discu…

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Metals Retreat, Sports Talk and A Big Announcement 29:17

2M ago29:17

29:17

In this podcast, Tony Greer and Jared Dillian break down the unstoppable bull run, S&P near 7,000, gold hovering around $4,000, and Nvidia rocketing past $5 trillion. Tony announces the 1st TG Macro Conference, taking place on February 19–20, 2026, at the Virgin Hotel in Nashville. Grab Early Tickets - ⁠https://tgmacro.com/conference/⁠ Tune in next…

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Adam Blumberg - Building a DeFi RIA 41:26

2M ago41:26

41:26

Adam Blumberg's journey from stand-up comedy to advising financial advisors on crypto, and how he built Protocol Wealth entirely on decentralized finance rails.

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Episode 99: Is There Too Much Greed? With Tommy Thornton. 40:46

2M ago40:46

40:46

Kicking off the week with us on Talking Markets is Tommy Thornton, founder of Hedge Fund Telemetry. With markets hitting new highs and headlines touting “constructive” US–China trade talks, optimism is everywhere... but sentiment may be running too hot. Tommy joins Maggie Lake to explain why his Daily Sentiment Index shows the S&P back near extreme…

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Quoth the Raven - From bartender to fringe finance 1:06:04

2M ago1:06:04

1:06:04

How does a Philadelphia bartender become one of the top finance writers in just a few years? By reading just a little bit more, going just a little bit deeper, building personal relationships, and trusting his nose for bullshit. This is Quoth the Raven's story.

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The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success 55:28

2M ago55:28

55:28

In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr. The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, a…

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Episode 98: A Rate Cut, Then What? With Dale Pinkert. 32:48

2M ago32:48

32:48

We made it, gang. It's Friday, which means it's Dale Pinkert Residency time. The TradeGateHub coach joins Maggie Lake to helps us make sense of the week, which wraps up today with a softer-than-expected CPI print (3.0% year-over-year versus 3.1% forecast). Meanwhile, stocks are finishing the week strong after a shaky midweek session, oil is rising …

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Episode 97: Is Gold's Pain Crypto's Gain? With Noelle Acheson. 33:04

3M ago33:04

33:04

On today’s Talking Markets, Maggie Lake is joined by Crypto is Macro Now author Noelle Acheson. Up for discussion: why the gold correction is good for crypto and what it means for "the debasement trade." Also on deck: Tesla reporting earnings after market close, a bullish earnings season so far (unless you're Netflix), and more. Connect with Noelle…

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Randy Zisler - Institutional CRE Investing 38:17

3M ago38:17

38:17

Randy Zisler talks about his new book on CRE investing, best practices, and how bad incentives are keeping people from utilizing better public REIT valuations.

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Surfing the Options Landscape with Imran Lakha 40:40

3M ago40:40

40:40

In this podcast, Tony Greer and Jared Dillian are joined by Imran Lakha, founder of Options Insight. They break down how to hedge gold’s parabolic run, trade volatility in the S&P, and navigate the complex world of implied vol and time decay. The conversation turns to Trump’s impact on market volatility, long-term plays in cannabis stocks, and why …

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Episode 96: What's Next For Financials? With Dean Christians. 31:51

3M ago31:51

31:51

For the first time on Talking Markets, Maggie Lake welcomes Dean Christians, founder and lead strategist at Turning Point Market Research. They dig into what’s really happening beneath the surface of the market, especially in the financial sector. Are banks giving an early warning signs that trouble is brewing? With nearly a fifth of the S&P 500 re…

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Episode 95: Never Just One Cockroach? With Dale Pinkert. 37:38

3M ago37:38

37:38

With fears intensifying about credit after the collapse First Brands and Tricolor, is Jamie Dimon right when he says there's never just one cockroach? After warning us last week about widening credit spreads, TradeGateHub Coach Dale Pinkert returns to Talking Markets to discuss where we are now. He'll also be updating us on stocks, metals, and more…

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Huge Demand For Physical GOLD with Nicky Shiels 34:47

3M ago34:47

34:47

In this podcast, Tony Greer and Jared Dillian are joined by Nicky Shiels, Head of Metals Strategy at MKS PAMP, for a deep dive into the gold, silver, and platinum markets. They unpack record highs in precious metals, central bank buying, the debasement trade, and how sanctions, de-dollarization, and global liquidity are fueling the rally. Nikki sha…

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Ep. 431: Don't Build a Shrine to Your Hedge (Plus, the Rise of Safe-Haven Assets) 14:39

3M ago14:39

14:39

In this episode of the BE SMART podcast, hosts Jared and Cameron discuss a range of topics from sports to market trends. They analyze the current state of the stock market, the implications of rising gold and silver prices, and the impact of political investing. Jared shares his insights on hedging strategies and the importance of being prepared fo…

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Episode 94: Will The Stock Turn Around Hold? With Katie Stockton, 32:55

3M ago32:55

32:55

Katie Stockton CMT, the founder and managing partner at Fairlead Strategies and PM of the TACK ETF, returns to Talking Markets on what could have been a "Black Monday" but (so far) isn't. With President Trump signaling a retreat from the 100% tariffs on China threat, stocks rose today while gold went up again and silver went on a tear. What next? K…

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Episode 93: Wild Swings In Gold. With Dale Pinkert. 35:31

3M ago35:31

35:31

It's Friday, which means TradeGateHub Coach Dale Pinkert joins Maggie Lake for his Talking Markets Residency. It's been a wild week for gold, hitting new highs before reversing sharply. What is this, some kind of meme stock?! Dale will share his latest analysis on metals, as well as bonds, stocks (inc. Mag 7) and more. It's a great day to have Coac…