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The Macro Dirt Podcast

MacroDirt
The Macro Dirt Podcast
Latest episode

96 episodes

  • The Macro Dirt Podcast

    Trading the Headline Inflation Flywheel

    14/05/2026 | 30 mins.
    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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  • The Macro Dirt Podcast

    Macro Dirt from The Road

    06/05/2026 | 16 mins.
    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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  • The Macro Dirt Podcast

    Sleepwalking at the S&P High

    29/04/2026 | 26 mins.
    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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  • The Macro Dirt Podcast

    The Ultimate Market Narrative Analysis

    23/04/2026 | 44 mins.
    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.
  • The Macro Dirt Podcast

    Nothing is Correlated

    14/04/2026 | 22 mins.
    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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About The Macro Dirt Podcast
Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.
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