The Macro Dirt Podcast

Gold soars past $3,700 while silver eyes $50 and platinum experiences a breakout, with trading strategies discussed. Trump’s policies are deemed a major driving force behind gold demand. Oil faces risks amid recession fears, and small caps outperform tech amidst Fed rate shifts. The dynamic surrounding China's role in gold custody raises eyebrows. Meanwhile, NVIDIA's sizable investment in OpenAI signifies rising AI demand. Tune in for lively debates on MVP races and entertainment picks!

Brent Donnelly, President of Spectra Markets, shares his insights on the volatile world of FX, equities, gold, and the dollar. He revisits the Lehman Brothers collapse and its lessons for today’s traders. Brent explains why the dollar remains stable amidst Fed cuts and reflects on the dynamics of Europe and U.S. market dominance. The discussion shifts to the contrasting views on gold and Bitcoin as stores of value. He also opens up about trading psychology, personal relationships, and why politics should take a backseat in financial discussions.

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!

Gold fever, market rotations, and life lessons all in one tape.In this podcast, Tony and Jared break down gold’s breakout above $3,500, the path to $5K, the steepening yield curve, the latest S&P 500 pullback, Nvidia’s setup, and what weak labor data means for the Fed’s next move. Along the way, they get into time vs. money, why experiences beat things (most of the time), homemade burgers vs. Häagen-Dazs, and the Yankees heating up in late summer.🔔 Tune in next week for episode #63

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory, joins the discussion to delve into the complexities of global macroeconomics. He analyzes the future of the dollar amidst rising debt and inflation. The conversation touches on gold's relevance and the implications of shifting capital flows in today's markets. Humorously, the trio also explores the impact of political figures like Trump and Powell, and even shares amusing anecdotes about Bitcoin and social media that keep the dialogue engaging.

The hosts dive into the macro landscape, examining gold's resilience and Bitcoin's influence on risk sentiment. They discuss current market volatility and how CPI affects trading strategies. Listeners will learn about the shift from large growth stocks to small caps and value investments. Upcoming events like Jackson Hole and Powell's speech are dissected for their market implications. The rivalry of the Gallagher brothers from Oasis also makes a splash, blending sports nostalgia with rock 'n' roll legacy.

Macro heat, Market beats, and a GOAT energyIn this podcast, Tony and Jared break down the latest market action, gold’s resilience, the dollar’s setup, and the impact of CPI across assets.They cover energy and uranium strength, as well as the key technical levels in equities and commodities that matter now.Sharing Michael Jordan stories, music talk, and why timing on the field, on stage, or in markets makes all the difference.🔔 Tune in next week for episode #60

The hosts dive into the legendary Jack Lambert's impactful NFL career, highlighting his toughness and key moments from the 70s Steelers. They explore the importance of a no complaining mindset, analyzing current economic trends and market shifts. Recent fluctuations in bond yields and their implications for the Federal Reserve are discussed, alongside insights into precious metals and cryptocurrencies. The conversation also touches on the intersection of politics and banking, capped off with light-hearted travel tales and nostalgic sports memories.

Trevor Hall, CEO of Clear Commodity Network and host of Mining Stock Daily, dives into the intricacies of the commodity market. He discusses the surprisingly resilient gold market and Bitcoin’s stability amid fluctuations. The conversation highlights the growing demand for uranium, fueled by new technologies and supportive policies. Trevor also shares insights on the influence of government regulations in the mining sector and the potential of nuclear fusion technology. It's a rich exploration of resource dynamics you won't want to miss!

Tony and Jared dive into the recent market pullback and the resilience of gold and silver, while Bitcoin shows its strength. The duo debates Powell vs. Trump and shares insights on the commodity market and dollar dynamics. They also reflect on Lawrence Taylor's NFL greatness, Jared's DJ set in Vegas, and the excitement of a new F1 movie. The conversation shifts to classic racing films like 'Days of Thunder' and personal growth experiences in Las Vegas. This mix of finance and pop culture keeps the discussion lively!