The Macro Dirt Podcast

Month End Dirt

TG Macro Conference is BACK; book your slots now - ⁠https://tgmacro.com/conference/⁠

Supernatural Macro Delight

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

Inflation is a Ghost Tax

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

Real Estate Risk Manager

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

Pre-Dirtcon in Nashville

In this podcast, Tony and Jared discuss bonds, Treasury issuance, oil, gold, the dollar, AI valuations, market rotations, the dot-com bubble, natural resources, and the Y

The Raven has Landed

In this podcast, Tony, Jared, and Chris Irons discuss bonds, oil, gold, technology, wealth concentration, government bailouts, Elon Musk, Silicon Valley Bank, and the ris

A view from an ETF Creator

In this podcast, Tony and Jared are joined by Jeff Weniger to discuss bonds, inflation, oil, gold, Bitcoin, technology, AI, market extremes, and the shifting macro landsc

7% Mortgage Rate Twist

In this podcast, Tony and Jared discuss bonds, oil, gold, technology, AI, trading risk, market volatility, and the challenges of navigating a difficult macro environment.

The Confidence Effect

In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher education, parenting, and l

The Awesome Portfolio

In this podcast, Tony and Jared discuss the Awesome Portfolio, diversification, gold, real estate, cash, drawdowns, FOMO, financial psychology, and the case for getting r

Bond Market Calm

In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natural resources recover

Good Morning METAL BULLS

In this podcast, Tony and Jared discuss Treasury bond buybacks, yield curve control, gold, the dollar, energy, Fed policy, homebuilders, banks, and the latest market oppo

Macro Dirt and Warren 3.145926

In this podcast, Tony, Jared, and Warren Pies discuss oil, Hormuz, Fed policy, inflation, AI, semiconductors, energy, gold, market risks, independent research, and life b

Eric Balchunas on Stocks, Gold, ETFs & AI

In this podcast, Tony, Jared, and Eric Balchunas discuss passive investing, ETFs, gold, bonds, AI, market psychology, and why U.S. stocks may be too big to fail. -------

Tarek Saab on Gold, Silver & America's Next ETF

In this podcast, Tony, Jared, and Tarek Saab discuss gold, silver, U.S.-based precious metals ETFs, inflation, deficits, and why hard assets may lead the next macro cycle

The FOMC Shuffle

In this podcast, Tony and Jared discuss the FOMC, bonds, gold, semiconductors, the SpaceX IPO, dollar strength, and why speculative leadership may be breaking down. ----

Macro Dirt and Fast Money

In this podcast, Tony, Jared, and Guy Adami discuss gold, bonds, energy, biotech, SpaceX, market volatility, and timeless trading lessons from Wall Street and CNBC. ----

A Technical Tour with Frank Cappelleri

Book your SPOT for TG Macro Conference II - https://tgmacro.com/conference/

Another Thematic Shift

In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point

SpaceX, AI and Interest Rates are TOO HIGH

In this podcast, Tony, Jared, and Michael Green discuss passive investing, SpaceX, AI, interest rates, gold, and why economic data no longer matches everyday reality. --