The Macro Dirt Podcast THE SUPREME COURT COLLISION
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Jan 15, 2026 Market positioning is examined just before the Supreme Court decision on Trump’s tariffs, with stocks retreating and the dollar rising. A noteworthy discussion on oil reveals a potential regime shift after a prolonged sell-off. The hosts tie energy strength to rallies in uranium and precious metals, while exploring how Iran’s currency issues boost crypto demand. They also highlight sector rotations, slowing credit card rewards due to rate caps, and the political implications behind recent financial policies. Personal anecdotes add a relatable touch to the analysis.
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Supreme Court Move Is A Speed Bump
- The Supreme Court decision on Trump's tariffs is priced into markets and likely won't derail the main trend.
- Tony Greer and Jared Dillian expect a short-term speed bump but not a trend change.
Keep Positions Small And Nimble
- Stay small and nimble ahead of uncertain, event-driven market moves.
- Jared Dillian recommends keeping positions small and adding only if something breaks in your favor.
Oil Shows Early Regime Change
- Oil price action has shifted from relentless selling to holding gains, indicating a potential regime change.
- Jared Dillian and Tony Greer see oil breaking moving averages and leading energy-related sectors higher.