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MacroDirt Podcasts

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In this podcast, Tony is joined by Brent Donnelly, for a deep dive into FX, equities, gold, and the dollar. They revisit Lehman Brothers through Brent’s trader lens, break down why the dollar isn’t collapsing despite Fed cuts, and discuss Europe, tariffs, and the U.S. dominance in global benchmarks. The conversation also covers gold’s breakout, Bit…
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In this podcast, Tony Greer and Jared Dillian break down a 15-sigma move in Oracle, Trump vs. Powell, a cooler PPI, and why the S&P keeps closing on the highs. They delve into gold’s textbook breakout, silver’s strength, miners' parabolic rise, Nvidia’s $4.3 trillion market cap, and the U.S.'s dominance in global equities. Tune in NEXT week for epi…
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Gold fever, market rotations, and life lessons all in one tape. In this podcast, Tony and Jared break down gold’s breakout above $3,500, the path to $5K, the steepening yield curve, the latest S&P 500 pullback, Nvidia’s setup, and what weak labor data means for the Fed’s next move. Along the way, they get into time vs. money, why experiences beat t…
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In this podcast, Tony and Jared are joined by Brent Johnson of Santiago Capital to tackle the big questions in global macro. They dig into the dollar’s path forward, debt and deficits, gold’s role in portfolios, and how shifting global capital flows are reshaping markets. Brent lays out his Dollar Milkshake Theory in today’s context, while the thre…
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In this podcast, Tony and Jared break down the macro landscape, gold’s resilience, the dollar’s setup, Bitcoin’s role in risk sentiment, the strength of energy and uranium, and the charts shaping equity flows. They delve into CPI’s impact, shifting market psychology, and where traders should focus as volatility returns to the tape. 🔔 Tune in next w…
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Macro heat, Market beats, and a GOAT energy In this podcast, Tony and Jared break down the latest market action, gold’s resilience, the dollar’s setup, and the impact of CPI across assets.They cover energy and uranium strength, as well as the key technical levels in equities and commodities that matter now. Sharing Michael Jordan stories, music tal…
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In this podcast, Tony and Jared are joined by Trevor Hall, CEO of Clear Commodity Network, for a deep dive into markets, commodities, and mindset. They break down the CPI impact, gold’s quiet strength, Bitcoin's holding up, and big moves in uranium, semiconductors, and oil. Trevor adds sharp takes from his years covering the mining & commodity spac…
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In this podcast, Tony and Jared break down the recent market pullback, gold and silver holding firm, Bitcoin flexing strength, and uranium setting up for a major move, all while unpacking Powell vs. Trump, CPI risk, and the broader setup across commodities, the dollar, and equities. Along the way, they talk Lawrence Taylor’s greatness, Jared’s DJ s…
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In this podcast, Tony and Jared dive into market volatility, U.S.–Iran tensions, gold’s weakness, and where smart money is moving now. They dive into the S&P 500 setup, gold’s underperformance, Bitcoin’s breakout above $100K, the dollar’s decline, and strength in platinum, silver, and semiconductors. They discuss trading psychology, how mental clar…
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Tony and Jared talked about rising geopolitical risks, the potential for U.S. strikes on Iran, and why markets aren’t pricing it in. In this podcast, Tony and Jared discuss S&P technicals, USD strength, gold’s hesitation, platinum’s surge, the Fed’s political game, and the setup in crude oil.They also explore creative mastery through the works of R…
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In this podcast, Tony Greer and Jared Dillian go wide and unfiltered, diving into everything from macro market momentum to Elon Musk's fiscal truth bombs. In this episode: 🔥 Why markets are ignoring geopolitical chaos 📉 Apple’s chart: is it toast? 📈 Is 6,000 on the S&P next? 🪙 Silver, gold, Bitcoin — the store of value trade 📦 Ukraine’s drone play …
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In this podcast, Tony and Jared discuss the silent cracks forming under the market's surface — and why no one’s ready for what’s next. Bonds look like they’re about to blow Gold’s acting like it knows a secret Retail is still buying dips like it’s 2021 Japan’s bond market is quietly falling apart 🔔 Tune in next week for episode #48…
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In this episode, Tony welcomes Raoul Pal, founder of Real Vision, for a comprehensive discussion on; •Current positioning across stocks, bonds, and Bitcoin •State of global markets •Stories from their early days working together at Goldman Sachs •Long-term implications for crypto, tech, and global asset allocation 🔔 Tune in next week for episode #4…
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Jared Bullish on Bonds In this podcast, Tony and Jared discuss Market Movements, Sports, and Music. Stochastic at Night We Met - Nashville FREE passes to JD’s party, hit the link to RSVP - https://www.eventbrite.com/e/stochastic-at-night-we-met-nashville-tickets-1271732017699?utm_experiment=test_share_listing&aff=ebdsshios…
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