The Macro Dirt Podcast Metals Retreat, Sports Talk and A Big Announcement
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Oct 30, 2025 The hosts discuss the unstoppable bull run, with the S&P nearing 7,000 and Nvidia hitting a staggering $5 trillion. They dive into market dynamics, addressing gold's recent pullback and exploring government contracts fueling market optimism. The conversation shifts to sports, where they cover clutch World Series moments and the dark side of NBA gambling scandals. Conspiracies like Michael Jordan's retirement are revisited, alongside an exciting announcement about an upcoming macro conference in Nashville. Get ready for some bold predictions and intriguing insights!
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Mega-Cap Leadership Masks Weak Breadth
- NVIDIA's breakout is driving market concentration and lifting the S&P despite poor breadth.
- Big government contracts are amplifying tech and industrial rallies as durable tailwinds.
Rotation Keeps The Bull Market Alive
- Sector rotation is sustaining this bull market by handing leadership between miners, semis, and defense.
- That baton handoff reduces single-sector crash risk and makes the rally more durable.
Use Moving Averages To Time Gold Entries
- Don't fight the orderly gold pullback; watch moving averages like the 50-day for re-entry.
- Treat the decline as healthy position consolidation before the next leg higher.