The Macro Dirt Podcast Elon Musk is a Gold salesman
Jun 5, 2025
The hosts dive into the surprising resilience of the stock market despite geopolitical turmoil. They discuss the potential for gold prices to soar and debate the influence of Elon Musk on financial landscapes. A humorous recount of a DJ gig in Vegas shares the outrageous price of snacks while blending music culture with trading. The conversation also delves into the psychological aspects of trading and highlights rich artistic insights, including reflections on literature and celebrity culture.
AI Snips
Chapters
Books
Transcript
Episode notes
Markets Ignore Geopolitical Chaos
- Markets are ignoring geopolitical violence in Ukraine and Russia, showing resilience and momentum.
- The S&P 500 looks poised to break 6,000 points with broad sector leadership in tech, cyclicals, and natural resources.
Drones Transform Modern Warfare
- Ukraine's use of low-cost drones to destroy Russian bombers highlights a new type of military threat.
- China could deploy similar small drones via shipping containers, creating unprecedented defense challenges.
Mag Seven Stocks at 20-Year Lows
- Mag seven stocks are at their lowest investment levels in 20 years, signaling potential regime change.
- This shift may lead to a sector leadership transition away from technology dominance of the past decade.
