The Macro Dirt Podcast Macro Markets and Oasis FOMO
Aug 21, 2025
The hosts dive into the macro landscape, examining gold's resilience and Bitcoin's influence on risk sentiment. They discuss current market volatility and how CPI affects trading strategies. Listeners will learn about the shift from large growth stocks to small caps and value investments. Upcoming events like Jackson Hole and Powell's speech are dissected for their market implications. The rivalry of the Gallagher brothers from Oasis also makes a splash, blending sports nostalgia with rock 'n' roll legacy.
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Greg Nettles: Childhood Hero
- Tony Greer recalls Greg Nettles as his childhood hero for having the best glove and big postseason moments.
- He describes Nettles' peak seasons, All-Star selections, and Gold Glove awards that inspired him as a young third baseman.
Momentum Leaders Are Vulnerable To Sharp Pullbacks
- Leading sectors like uranium and specific momentum names can see sharp mean-reversion after steep advances.
- Tony Greer highlights Cameco's multi-sigma pullbacks and the vulnerability of recent leaders breaking moving-average support.
Market Drop Is A Rotation, Not A Crash
- The recent market drop feels like a rotation from large growth into small caps and value rather than a true bear market.
- Jared Dillian highlights that small cap and value have been relatively strong while the S&P lags.