The Macro Dirt Podcast

In this podcast, Tony Greer and Jared Dillian are joined by Kevin Muir (The Macro Tourist) to break down the AI bubble risk, Nvidia valuations, U.S. dollar dynamics, Trump-era fiscal dominance, tariffs, and why capital may rotate into gold, silver, miners, uranium, and real assets as macro volatility returns.Book your SPOT for TG Macro Conference before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down a global rate shock as yields rip higher across Canada, Australia, New Zealand, Europe, and Japan while the U.S. faces a hawkish-looking cut. They dissect the breakout in 10-year yields, a bid dollar, the ensuing commodity pullback, gold and silver’s mixed price action, and what rising rates mean for headline inflation and next-year trade ideas. The conversation covers sector rotation, AI/tech froth, Carvana’s S&P surprise, trading discipline, and why being early is different from being wrong.Book your SPOT for TG Macro Conference before the window CLOSES - ⁠https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down the Kevin Hassett Fed pivot, the sharp reversal in bond yields, and the surge in silver as metals regain leadership. They get into the latest moves in Bitcoin, strength in energy and industrials, and why the current sector rotation is catching too many traders offside.They also unravel Jared’s “Wall of Worry” framework, the psychology behind surviving this tape, and why Michael Burry’s latest newsletter left them scratching their heads.Book your SPORT for TG Macro Conference before the window closes - https://tgmacro.com/conference/

In this podcast, Tony Greer and Jared Dillian break down the Thanksgiving-week market bounce, with the S&P and Nasdaq snapping back from drawdowns, miners leading, semiconductors stabilizing, Bitcoin rebounding off the $ 82,000 buy zone, and gold and silver pressing toward breakout levels.EARLY BIRD pricing ends Dec 01, 2025. - ⁠⁠https://tgmacro.com/conference/TWO extremely popular Hedge Fund Managers will be named on December 01, 2025. Secure your seat before the prices rise.

In this podcast, Tony and Jared sit down with Bob Coleman, founder of Idaho Armored Vaults and Profits Plus Capital Management, to break down the silver squeeze, physical silver shortages, ETF risks, and the global silver deficit, plus Nvidia earnings, Bitcoin volatility, key S&P 500 support levels, and why silver’s chart has traders targeting $200.Tune in NEXT week for Episode #74EARLY BIRD pricing ends Dec 01, 2025.Secure your seat before the prices rise.TWO extremely popular Hedge Fund Managers will be named on December 01, 2025.Grab Early Bird Tickets - https://tgmacro.com/conference/