The Macro Dirt Podcast

In this podcast, Tony and Jared dive into market volatility, U.S.–Iran tensions, gold’s weakness, and where smart money is moving now.They dive into the S&P 500 setup, gold’s underperformance, Bitcoin’s breakout above $100K, the dollar’s decline, and strength in platinum, silver, and semiconductors.They discuss trading psychology, how mental clarity drives performance, Tony’s lifestyle reset in Italy, the slow collapse of New York City, the Ray Lewis mindset for high-level execution, and the art of dressing like a gentleman in Europe.Tune in next week for episode #53

Tony and Jared talked about rising geopolitical risks, the potential for U.S. strikes on Iran, and why markets aren’t pricing it in.In this podcast, Tony and Jared discuss S&P technicals, USD strength, gold’s hesitation, platinum’s surge, the Fed’s political game, and the setup in crude oil.They also explore creative mastery through the works of Rick Rubin and Michelangelo, Jared’s upcoming Phish concert, and reflections on Tony’s time in Italy.Tune in next week for episode #52

Jon Gordon, a bestselling author and motivational speaker known for transforming mindsets in sports, discusses the synergy between success and spirituality. He shares insights on how a strong spiritual foundation can guide personal development and goal achievement. The conversation delves into the effects of negative thinking on mental health and the power of prayer for transformation. Listeners hear about the importance of authentic connections, community support, and how prioritizing spiritual growth can enhance both personal fulfillment and professional success.

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.

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.