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.
10
Rates are Ripping
<p>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.</p><p>Book your SPOT for TG Macro Conf...
Silver Breakout, Bitcoin Volatility & Burry’s Bad Call
<p>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.</p><p>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.</p><p><br></p><p>Book your SPORT for TG Macro Conference before the window closes...
Turkey Markets and Thanksgiving Gratitude
<p>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.</p><p><br></p><p>EARLY BIRD pricing ends Dec 01, 2025. - https://tgmacro.com/conference/</p><p>TWO extremely popular Hedge Fund Managers will be named on December 01, 2025. Secure your seat before the prices rise.</p>
A Bulletproof Metals Fund
<p>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.</p><p><br></p><p>Tune in NEXT week for Episode #74</p><p><br></p><p>EARLY BIRD pricing ends Dec 01, 2025.</p><p>Secure your seat before the prices rise.</p><p>TWO extremely popular Hedge Fund Managers will be named on December 01, 2025.</p><p>Gra...
Portfolio Pow Wow with Matt Zeigler
<p>In this podcast, Tony Greer and Jared Dillian are joined by Matthew Zeigler of Sunpoint Investments for a high-energy mix of markets, music, and macro.</p><p>They unpack Trump’s latest stimulus and crypto comments, the 50-year mortgage debate, gold and Bitcoin’s rally, and what’s next for small caps, AI, and global markets heading into 2026.</p><p><br></p><p>Early Birds Offer Ends Friday - https://tgmacro.com/conference/</p>
Victory Laps and The Deleveraging Dilemma
<p>In this podcast, Tony Greer and Jared Dillian break down major market moves, gold’s pullback, uranium’s drop, oil and solar rallies, and the dollar testing key resistance. They dive into tariffs, commodities, and New York City politics, including Mayor Mamdani’s latest headlines, shaking up investors and traders alike.</p><p><br></p><p>TG Macro Conference, taking place on February 19–20, 2026.</p><p>Grab Early Bird Tickets - https://tgmacro.com/conference/</p>
Metals Retreat, Sports Talk and A Big Announcement
<p>In this podcast, Tony Greer and Jared Dillian break down the unstoppable bull run, S&P near 7,000, gold hovering around $4,000, and Nvidia rocketing past $5 trillion. </p><p><br></p><p>Tony announces the 1st TG Macro Conference, taking place on February 19–20, 2026, at the Virgin Hotel in Nashville.</p><p><br></p><p>Grab Early Tickets - https://tgmacro.com/conference/</p><p><br></p><p>Tune in next week for episode #71</p>
Surfing the Options Landscape with Imran Lakha
<p>In this podcast, Tony Greer and Jared Dillian are joined by Imran Lakha, founder of Options Insight. They break down how to hedge gold’s parabolic run, trade volatility in the S&P, and navigate the complex world of implied vol and time decay.</p><p><br></p><p>The conversation turns to Trump’s impact on market volatility, long-term plays in cannabis stocks, and why quantum trades are defying logic.</p><p><br></p><p>Tune in next week for episode #70</p>
Huge Demand For Physical GOLD with Nicky Shiels
<p>In this podcast, Tony Greer and Jared Dillian are joined by Nicky Shiels, Head of Metals Strategy at MKS PAMP, for a deep dive into the gold, silver, and platinum markets.</p><p><br></p><p>They unpack record highs in precious metals, central bank buying, the debasement trade, and how sanctions, de-dollarization, and global liquidity are fueling the rally.</p><p><br></p><p>Nikki shares insights on physical vs. paper gold, London’s silver squeeze, China’s restocking, and why platinum’s revival is one to watch.</p><p><br></p><p>🔔Tune in NEXT week for Episode #
Gold Gone Wild
<p>In this podcast, Tony Greer and Jared Dillian break down the gold 4K frenzy, the “debasement trade,” copper’s next move, and whether Bitcoin’s rally has more gas left.</p><p><br></p><p>They dig into overbought metals, frothy sentiment, cracks in the AI trade, and stress in private equity, all while keeping an eye on uranium and market rotation.</p><p><br></p><p>Tune in next week for episode #68</p>
