The Macro Dirt Podcast Navigating Tariffs & Nashville
Feb 6, 2025
Tony and Jared dive into market movements, dissecting the rise of NVIDIA and examining the energy sector's potential. They explore the competitive dynamics between energy and tech stocks amidst shifting trends. Political musings mix with sports nostalgia, honoring the legendary athletes who wore the number 32. The vibrant culture of Nashville is compared to New York City, highlighting its music and culinary scenes. Lastly, they share lighthearted stories about bodybuilding and the late-night cravings that lead to tasty adventures.
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NVIDIA and DeepSeek
- NVIDIA's stock price hasn't fully recovered since the DeepSeek announcement.
- This suggests that the DeepSeek story might not be as impactful as initially thought.
Microsoft Stock Analysis
- Microsoft's stock chart shows a potential rounded top formation.
- This technical pattern suggests a possible trend reversal.
Energy Sector Opportunity
- Consider buying energy stocks at current levels.
- The traditional trade of buying energy and selling tech might be poised to work again.