The Macro Dirt Podcast
Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.
Month End Dirt
TG Macro Conference is BACK; book your slots now - â https://tgmacro.com/conference/â
Supernatural Macro Delight
TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/
Inflation is a Ghost Tax
TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/
Real Estate Risk Manager
TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/
Pre-Dirtcon in Nashville
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.
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TG Macro Conference is BACK; book your slots Now - â https://tgmacro.com/conference/â
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The Raven has Landed
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 todayâs markets.
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TG Macro Conference is BACK; book your slots Now - â https://tgmacro.com/conference/â
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A view from an ETF Creator
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.
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TG Macro Conference is BACK; book your slots Now - â https://tgmacro.com/conference/â
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Subscribe to the DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/
7% Mortgage Rate Twist
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.
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The Confidence Effect
In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher education, parenting, and life beyond Wall Street.
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The Awesome Portfolio
In this podcast, Tony and Jared discuss the Awesome Portfolio, diversification, gold, real estate, cash, drawdowns, FOMO, financial psychology, and the case for getting rich slowly.
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Bond Market Calm
In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natural resources recovery.
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TG Macro Conference is BACK; book your slots Now - â https://tgmacro.com/conference/â
Good Morning METAL BULLS
In this podcast, Tony and Jared discuss Treasury bond buybacks, yield curve control, gold, the dollar, energy, Fed policy, homebuilders, banks, and the latest market opportunities.
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Macro Dirt and Warren 3.145926
In this podcast, Tony, Jared, and Warren Pies discuss oil, Hormuz, Fed policy, inflation, AI, semiconductors, energy, gold, market risks, independent research, and life beyond markets.
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Eric Balchunas on Stocks, Gold, ETFs & AI
In this podcast, Tony, Jared, and Eric Balchunas discuss passive investing, ETFs, gold, bonds, AI, market psychology, and why U.S. stocks may be too big to fail.
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Join today: One-month trial for just $99 - https://tgmacro.com/sailors-edge/
Tarek Saab on Gold, Silver & America's Next ETF
In this podcast, Tony, Jared, and Tarek Saab discuss gold, silver, U.S.-based precious metals ETFs, inflation, deficits, and why hard assets may lead the next macro cycle.
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The FOMC Shuffle
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.
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Macro Dirt and Fast Money
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.
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A Technical Tour with Frank Cappelleri
Book your SPOT for TG Macro Conference II - https://tgmacro.com/conference/
Another Thematic Shift
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.
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TG Macro Conference is BACK; book your slots Now - â https://tgmacro.com/conference/â
SpaceX, AI and Interest Rates are TOO HIGH
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.
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TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/
George Noble On Stocks, Gold, Oil And AI
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.
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Nobody Owns Bonds
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.
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The Centennial Macro Dirt with HOST Matt Zeigler
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.
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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.
The Great One Podcast
In this podcast, Tony and Jared discuss the SpaceX IPO, semiconductor excess, oil, copper, bonds, and whether markets are approaching a major turning point.
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Tony's Newsletter - https://tgmacro.com/products/
Trading Outside the Box with Brent
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.
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Staples with Boockvar
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.
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Trading the Headline Inflation Flywheel
In this podcast, Tony and Jared break down inflation risks, commodity breakouts, bond market stress, silverâs 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.
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Macro Dirt from The Road
In this podcast, Tony and Jared break down oilâs potential reversal, strong S&P price action, rising yields, commodity leadership, and shifting sector dynamics beneath the marketâs surface.
Feel free to SAMPLE ONE MONTH of THE Navigator for $99 ONLY - https://tgmacro.com/the-navigator/
Sleepwalking at the S&P High
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...
The Ultimate Market Narrative Analysis
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.Â
The conversation also explores Benâs powerful thesis on AI, decision-making, and âspeeding up the kill chain,â plus what markets may be missing as energy shocks and credit risks collide.
They riff on 1993 music, trading psychology, games, and the stor...
Nothing is Correlated
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...
Dennis Rodman Episode
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...
The Quarter-End Dirt
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.
Binary Bet on the Strait
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 thereâs no edge, no clarity, and no margin for error.
Grab Your Early Bird Price for TG Macro Tactical Trading Seminar...
The GODFATHER of Global Liquidity
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, Chinaâs role in driving gold higher, rising oil price risks, and why defensive positioningâmid-duration bonds, a firm dollar, and natural resourcesâmay 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 dynami...
OIL: Random Number Generator
In this podcast, Tony Greer and Jared Dillian break down war-driven volatility across oil, equities, rates, and FX as markets struggle for direction. They discuss violent swings in crude around Strait of Hormuz headlines, S&P waterfall price action and relief rallies, AI-bubble risk versus structural bear-market triggers, and the confusing rotation across sectors from cybersecurity and solar strength to weakness in transports and housing.
They also dig into bond market whipsaws, ECB policy reactions to inflation shocks, the dollarâs resistance battle, metals discounting geopolitical risk, energy stocks underperforming crude, and new contrarian tr...
OG Credit Trader Larry McDonald
In this podcast, Tony Greer and Jared Dillian are joined by Larry McDonald to break down the growing stress in private credit, why insurance companies may be the hidden bag holders, and how credit markets could signal the next major macro shift. They discuss AI-driven CapEx, disruption across software and credit markets, and the potential rotation from Big Tech into natural resources and energy.
The conversation also dives into emerging-market volatility, the outlook for oil amid geopolitical tensions, data-center energy demand, and why Bitcoin may be starting to look more attractive relative to gold.<...
Nashville Gold
In this podcast, Tony Greer and Jared Dillian break down mounting pressure in tech as AI disruption accelerates, Nvidia earnings disappoint, and Bitcoin weakness bleeds into the broader risk complex. They dig into collapsing 10-year yields, growing bearishness in software and insurance, and whether a major rotation from big tech into natural resources is underway.
Along the way, the conversation weaves through resilient oil and energy equities, gold and silver consolidation, the S&Pâs struggle near 7,000, and even Team USAâs emotional Olympic gold moment, highlighting how narrative, sentiment, and momentum drive both markets and culture, whil...
Time Kills all Trades
In this podcast, Tony Greer and Jared Dillian break down stronger payroll data, rate-cut pressure, and range-bound equities with the S&P stalling near highs. They dig into sector rotation, oil services, natural resources, and semis leading, while Bitcoin and software lag, plus uranium strength, copper positioning, and the broader shift from tech toward hard assets.
The conversation rolls into cannabis sentiment, sports-betting risks, and Super Bowl culture from halftime reactions to tattoo stories before closing with momentum around the TG Macro conference upcoming in Nashville.
Dissecting The "DIGITAL GODS" with Jack Farley
In this podcast, Tony Greer and Jared Dillian are joined by Jack Farley to break down the future of financial media, the rise of independent content, and where legacy platforms are losing ground.
They dive into metals volatility, silverâs leveraged shakeout, goldâs bull-market structure, and the rotation into energy as oil services and energy equities break out. The discussion expands into Bitcoinâs topping patterns, semiconductors vs. software divergence, AI capex, and whether Nvidiaâs parabolic run is nearing exhaustion.
We are almost SOLD OUT, book your SPOT bef...
