The Macro Dirt Podcast The Stock, Gold, and Treasury Rally
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Sep 11, 2025 Dive into a surprising rally in gold miners and the market’s recent shifts, including a cooler PPI. Uncover the implications of Oracle's wild 15-sigma move, while Nvidia's staggering $4.3 trillion market cap captures attention. The discussion also showcases gold's breakout and silver's resilience amidst broader market trends. The hosts navigate the tension between Trump and Powell and unravel the U.S.'s supremacy in global equities. A perfect blend of finance and personal insights keeps the conversation lively!
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Unforgiving Bull Market Momentum
- The market is relentlessly bullish with no clear short trades as stocks keep closing on the highs daily.
- Weak PPI/CPI prints have opened the gate for lower rates, higher stocks, and stronger gold.
Watching Oracle Since The Dot‑Com Era
- Jared recalled hanging out in the Oracle pit in 1999 and closely watching the stock during his early career.
- Tony noted Oracle is a surviving dot-com era name and a 40% pre-market move would devastate shorts.
Gold Breakout With Miner Mania
- Gold has executed a textbook breakout with miners leading and daily panic buying removing sellers.
- The breakout could run much higher with tight stops on added positions to manage risk.