The Macro Dirt Podcast

In this podcast, Tony Greer and Jared Dillian go wide and unfiltered, diving into everything from macro market momentum to Elon Musk's fiscal truth bombs.In this episode:🔥 Why markets are ignoring geopolitical chaos📉 Apple’s chart: is it toast?📈 Is 6,000 on the S&P next?🪙 Silver, gold, Bitcoin — the store of value trade📦 Ukraine’s drone play & China's next move?🎧 Jared’s Vegas DJ set and $15 Doritos📚 Raymond Carver, Joe Rogan, Bono, and minimalist brilliance🔔 Don’t miss our Special Episode #50 next week!

This conversation dives into the U.S. credit crisis and bond market fluctuations, emphasizing the need for conviction in trading. The hosts dissect the breakout potential of gold and platinum while also analyzing cryptocurrency trends. Alongside market insights, they celebrate Cornell's victory in the lacrosse championship, illustrating how sports can reflect broader market sentiments. A personal story of emotional recovery is shared, highlighting mental health and its connection to past struggles, along with a new book focused on personal growth.

Tony and Jared dive deep into the hidden cracks in the market, hinting that bonds may soon take a wild turn. Gold appears to be in the know, while retail still clings to 2021 habits. The discussion turns to Japan's faltering bond market and rising credit default swaps, painting a picture of uncertainty. Philosophical musings from Machiavelli converge with stock insights, specifically around the fertilizer giant Mosaic. They also touch on a lively interview with Jawad and Steve Cohen, blending economic insights with lighthearted banter.

Raoul Pal, founder of Real Vision and macroeconomics expert, dives into the chaotic world of finance. He shares insights on the stabilization of Bitcoin and its evolving role among institutional investors. Pal discusses the current state of stocks and bonds amid rising yields and liquidity challenges, emphasizing the need for simplicity in investment strategies. They also reminisce about their early days at Goldman Sachs, recounting the high-pressure trading environment that shaped their careers.

Tony and Jared dive into the thrilling clash between inflation and deflation. They explore the unpredictable nature of the S&P 500, discussing market trends and key resistance levels. The shifting dynamics of commodities and Bitcoin as a potential safe-haven asset are thoroughly examined. Insights into private equity challenges and a recap of an inspiring conference featuring captivating speakers add depth to the conversation. Humor and reflection create a lively atmosphere as they look forward to more engaging discussions ahead.

Jared Bullish on BondsIn this podcast, Tony and Jared discuss Market Movements, Sports, and Music.Stochastic at Night We Met - NashvilleFREE passes to JD’s party, hit the link to RSVP -https://www.eventbrite.com/e/stochastic-at-night-we-met-nashville-tickets-1271732017699?utm_experiment=test_share_listing&aff=ebdsshios

Tony and Jared dive into the rollercoaster of market movements, highlighting the impacts of recent tariff negotiations and the surge in Bitcoin's value. They discuss the emotional side of trading and the unexpected rise of the S&P index. Explore the relationship between the U.S. dollar and Bitcoin, including critical price analysis. The conversation also touches on the importance of perseverance, inspired by Teddy Roosevelt's philosophies, urging listeners to embrace positivity and resilience in the face of criticism.

The hosts dive into amusing health stories before reminiscing about iconic athletes, blending sports with market analysis. They discuss current market volatility and its impact on trading strategies, alongside a bullish outlook on gold prices. A light-hearted examination of celebrity life and creative projects adds flair, while travel plans spark nostalgia about past reunions. The conversation balances fun anecdotes with insightful discussions on financial trends, making it an entertaining blend of sport and market savvy.

Brent Donnelly, President of Spectra Markets and macroeconomics expert, joins the conversation to unpack the ongoing Tariff War and its impact on market dynamics. The group explores strategies for navigating volatility, the 'buy the dip' mentality, and how tariffs might affect giants like Tesla. They also dive into nostalgic discussions about hockey legends Ovechkin and Gretzky while reflecting on personal memories and creative pursuits. Expect insights on trading while enjoying some entertaining anecdotes about music and family.

Tony and Jared dive into the intriguing world of market movements and unpredictability. They dissect the shifts in stocks, bonds, and the dollar, with a keen eye on upcoming events like 'Liberation Day.' A nostalgic discussion shifts to muscle cars versus electric vehicles, highlighting personal preferences amid infrastructure challenges. They also delve into gold's investment dynamics and its connection to budget deficits. Finally, they mix in baseball commentary, reflecting on player personas and nostalgic stadiums, all while handling the chaos of content overload.