The Macro Dirt Podcast

In this podcast, Tony and Jared discuss the SpaceX IPO, semiconductor excess, oil, copper, bonds, and whether markets are approaching a major turning point.
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In this podcast, Tony, Jared, and Brent Donnelly discuss inflation, semis, FX volatility, Fed policy, gold support, and why markets may enter a low-volatility summer.
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In this podcast, Tony, Jared, and Peter Boockvar discuss inflation risks, commodities, bond market stress, AI-driven market bifurcation, and why agriculture may be next to rally.
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In this podcast, Tony and Jared break down inflation risks, commodity breakouts, bond market stress, silver’s surge, and why traders should stop fighting the tape.
Matt Ziegler joins the show for a deep dive into 1996 music nostalgia from the Macarena and Alanis Morissette to Tupac, Metallica, Bone Thugs-N-Harmony, and the cultural shift from grunge into late-90s pop.
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In this podcast, Tony and Jared break down oil’s potential reversal, strong S&P price action, rising yields, commodity leadership, and shifting sector dynamics beneath the market’s surface.
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