AI Hype, Nvidia Strength and Pullback Scenarios

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 matter more than narratives in this tape.

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