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Silver Breakout, Bitcoin Volatility & Burry’s Bad Call

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Manage episode 522613214 series 3651584
Content provided by MacroDirt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MacroDirt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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’s “Wall of Worry” framework, the psychology behind surviving this tape, and why Michael Burry’s latest newsletter left them scratching their heads.

Book your SPORT for TG Macro Conference before the window closes - https://tgmacro.com/conference/

  continue reading

75 episodes

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iconShare
 
Manage episode 522613214 series 3651584
Content provided by MacroDirt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MacroDirt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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’s “Wall of Worry” framework, the psychology behind surviving this tape, and why Michael Burry’s latest newsletter left them scratching their heads.

Book your SPORT for TG Macro Conference before the window closes - https://tgmacro.com/conference/

  continue reading

75 episodes

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