The Macro Dirt Podcast

In this podcast, Tony Greer and Jared Dillian break down a market stuck at critical highs as oil threatens another leg higher, gold rolls over, and traders wrestle with whether this is consolidation or the setup for a bigger reversal.
They dig into energy leadership, Intel and semis as strategic trades, OpenAI cracks, bond market warning signs, and whether rates may stay tighter than markets expect.
The conversation explores momentum versus mean reversion in a brutal trading tape, why oil may still be the key macro trade, and how inflation, Fed policy, and tech positioning could collide next.
They riff on the dark mood of 1994 grunge, Kurt Cobain, iconic music videos, and the cultural backdrop behind some unforgettable songs.

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In this podcast, Tony Greer and Jared Dillian are joined by Ben Hunt for a deep dive into market narratives, geopolitical risk, credit stress, and why the next macro shock may be hiding in plain sight. They break down oil, inflation, private credit fragility, natural resources leadership, and whether tech could reassert itself as growth fears build. 
The conversation also explores Ben’s powerful thesis on AI, decision-making, and “speeding up the kill chain,” plus what markets may be missing as energy shocks and credit risks collide.
They riff on 1993 music, trading psychology, games, and the storytelling patterns that connect markets, culture, and human behavior.

In this podcast, Tony Greer and Jared Dillian break down a market that refuses to go down despite rising oil, escalating geopolitical tensions, and growing risks of a prolonged Iran conflict. They dive into relentless short covering, S&P resilience near highs, and why markets are ignoring macro risks that typically trigger selloffs.
They discuss sector leadership across energy, rare earths, and natural resources, debate whether tech can reclaim leadership, and unpack the impact of a massive upcoming SpaceX IPO on liquidity and positioning.
They dive into 90s music nostalgia, iconic tracks from 1992, and stories from Nashville nightlife and DJ sets.
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In this podcast, Tony Greer and Jared Dillian break down violent market reactions to ceasefire headlines, with oil collapsing, stocks ripping, and the dollar sliding, raising serious questions about whether this move is real or just another overreaction. They dive into S&P resistance levels, bond rallies, sector rotation, and why energy and natural resources may still be the leadership trade despite short-term volatility.
They also explore gold vs. silver setups, macro confusion driven by geopolitical uncertainty, and how traders should navigate a market increasingly driven by headlines, tweets, and sentiment swings.
They kick things off with the “Dennis Rodman” analogy for gold, revisit 90s culture and music, and share stories from early Wall Street and New York City.

In this podcast, Tony Greer and Jared Dillian break down a historic market rally as war headlines shift, but an elevated oil price signals a much bigger inflation problem ahead.
They dive into S&P positioning, rising yields, gold strength, and the ongoing rotation out of tech into energy and natural resources, plus what this means for traders heading into Q2.
From bond market risks to sector leadership and broken market signals, this is a real-time look at how to navigate a market where nothing is moving the way it should.

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