Maggie Lake Talking Markets Episode 5: Full Metal Juggernaut. With Tony Greer.
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Jan 14, 2026 
Tony Greer, Founder of TGMacro and an expert macro trader, joins to discuss the surging metals market, attributing the rally to geopolitical risks and strategic inflows. He elaborates on managing extraordinary gains in metals while balancing risk. The conversation explores silver's bullish trend despite market noise, gold's rise driven by safety demands, and a broader commodity rotation including oil and uranium. Greer also shares insights on financial sectors, advice for reallocating profits, and his views on cryptocurrency trading.
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Metals Rally Is A Real Bull Market
- Tony Greer says the metals rally is a genuine raging bull market driven by multiple forces, not just headlines.
- He points to margin changes, geopolitical risk, and sustained higher auctions as evidence of real money entering metals.
Scale Up When Breakouts Confirm
- When the market gives persistent breakout signals, step on the gas but manage position size.
- Use conviction to capture gains while keeping risk controls in place.
Commodity Leadership Is Broadening
- The commodity rally is broadening beyond precious metals into oil, industrials and miners.
- Leadership is shifting away from tech toward resource and defense sectors as money rotates in.