Macro Dirt Podcast #64 with Brent Donnelly, President of Spectra Markets
In this podcast, Tony is joined by Brent Donnelly, for a deep dive into FX, equities, gold, and the dollar. They revisit Lehman Brothers through Brent’s trader lens, break down why the dollar isn’t collapsing despite Fed cuts, and discuss Europe, tariffs, and the U.S. dominance in global benchmarks.The conversation also covers gold’s breakout, Bitcoin as a “liquidity sponge” vs. real stores of value, and Brent’s bearish read on Canada’s housing and banks.Brent opens up about trading psychology, marriage, family, writing, guitars, Magic: The Gathering, and why politics should go back to the sidelines.Tune in next week for Episode #65
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48:43
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48:43
The Stock, Gold, and Treasury Rally
In this podcast, Tony Greer and Jared Dillian break down a 15-sigma move in Oracle, Trump vs. Powell, a cooler PPI, and why the S&P keeps closing on the highs.They delve into gold’s textbook breakout, silver’s strength, miners' parabolic rise, Nvidia’s $4.3 trillion market cap, and the U.S.'s dominance in global equities.Tune in NEXT week for episode #64
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25:10
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25:10
The Gold Bustout
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
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24:45
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24:45
Trump, Debt & The Dollar with Brent Johnson
In this podcast, Tony and Jared are joined by Brent Johnson of Santiago Capital to tackle the big questions in global macro. They dig into the dollar’s path forward, debt and deficits, gold’s role in portfolios, and how shifting global capital flows are reshaping markets.Brent lays out his Dollar Milkshake Theory in today’s context, while the three debate equities, inflation, and the political undercurrents of Trump, Powell, and policy that keep moving risk.🔔 Tune in next week for episode #62
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36:26
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36:26
Macro Markets and Oasis FOMO
In this podcast, Tony and Jared break down the macro landscape, gold’s resilience, the dollar’s setup, Bitcoin’s role in risk sentiment, the strength of energy and uranium, and the charts shaping equity flows.They delve into CPI’s impact, shifting market psychology, and where traders should focus as volatility returns to the tape.🔔 Tune in next week for episode #61
Ireland