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. --------------------------------- SUBSCRIBE to The Navigator - https://tgmacro.com/products/...
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. -------------------------------------- Subscribe to The Navigator - https://tgmacro.com/products/...
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. ------------------------------------------------------------ SUBSCRIBE to The Navigator - https://tgmacro.com/products/...
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. Feel free to SAMPLE ONE MONTH of THE Navigator for $99 ONLY - https://tgmacro.com/the-navigator/
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 st...
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 e...
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 ...
In this podcast, Tony Greer and Jared Dillian break down violent market reactions to ceasefire headlines, with oil collapsing, stocks ripping, and the dollar sliding, raising serious questions about whether this move is real or just another overreaction. They dive into S&P resistance levels, bond rallies, sector rotation, and why energy and natural resources may still be the leadership trade despite short-term volatility. They also explore gold vs. silver setups, macro confusion driven by ge...
In this podcast, Tony Greer and Jared Dillian break down a historic market rally as war headlines shift, but an elevated oil price signals a much bigger inflation problem ahead. They dive into S&P positioning, rising yields, gold strength, and the ongoing rotation out of tech into energy and natural resources, plus what this means for traders heading into Q2. From bond market risks to sector leadership and broken market signals, this is a real-time look at how to navigate a market where noth...
In this podcast, Tony Greer and Jared Dillian break down a market where everything hinges on one trade: long the war or short the war. They dive into oil surging, stocks breaking down, rising yields, and why diversification has completely failed in this environment. From energy dominance and tech collapse to inflation risks, insider trading chatter, and headline-driven volatility, this is a real-time look at how traders navigate chaos when there’s no edge, no clarity, and no margin for error. Gr...
In this podcast, Tony Greer and Jared Dillian are joined by Michael Howell of CrossBorder Capital for a deep dive into global liquidity, inflation risk, and the growing case for a long-term bull market in commodities and real assets. They discuss tightening liquidity momentum, China’s role in driving gold higher, rising oil price risks, and why defensive positioning—mid-duration bonds, a firm dollar, and natural resources—may make sense as yield curves flatten and credit risks build. The convers...
In this podcast, Tony Greer and Jared Dillian break down war-driven volatility across oil, equities, rates, and FX as markets struggle for direction. They discuss violent swings in crude around Strait of Hormuz headlines, S&P waterfall price action and relief rallies, AI-bubble risk versus structural bear-market triggers, and the confusing rotation across sectors from cybersecurity and solar strength to weakness in transports and housing. They also dig into bond market whipsaws, ECB policy r...
In this podcast, Tony Greer and Jared Dillian are joined by Larry McDonald to break down the growing stress in private credit, why insurance companies may be the hidden bag holders, and how credit markets could signal the next major macro shift. They discuss AI-driven CapEx, disruption across software and credit markets, and the potential rotation from Big Tech into natural resources and energy. The conversation also dives into emerging-market volatility, the outlook for oil amid geopolitical te...
In this podcast, Tony Greer and Jared Dillian break down mounting pressure in tech as AI disruption accelerates, Nvidia earnings disappoint, and Bitcoin weakness bleeds into the broader risk complex. They dig into collapsing 10-year yields, growing bearishness in software and insurance, and whether a major rotation from big tech into natural resources is underway. Along the way, the conversation weaves through resilient oil and energy equities, gold and silver consolidation, the S&P’s strugg...
In this podcast, Tony Greer and Jared Dillian break down stronger payroll data, rate-cut pressure, and range-bound equities with the S&P stalling near highs. They dig into sector rotation, oil services, natural resources, and semis leading, while Bitcoin and software lag, plus uranium strength, copper positioning, and the broader shift from tech toward hard assets. The conversation rolls into cannabis sentiment, sports-betting risks, and Super Bowl culture from halftime reactions to tattoo s...
In this podcast, Tony Greer and Jared Dillian are joined by Jack Farley to break down the future of financial media, the rise of independent content, and where legacy platforms are losing ground. They dive into metals volatility, silver’s leveraged shakeout, gold’s bull-market structure, and the rotation into energy as oil services and energy equities break out. The discussion expands into Bitcoin’s topping patterns, semiconductors vs. software divergence, AI capex, and whether Nvidia’s paraboli...
In this podcast, Tony Greer and Jared Dillian break down a commodity-led market surge, with gold ripping in a multi-sigma breakout, the dollar breaking down, and upside exploding across silver, uranium, energy, and the broader commodity complex. They dig into Trump’s comments on the dollar, FX volatility, technical damage in DXY, oil clearing key levels, and why this still looks like the early innings of a coordinated commodity bull market. Along the way, the conversation weaves through bonds go...
In this podcast, Tony Greer is joined by Dave Collum of Cornell University for a wide-ranging conversation that blends markets, politics, culture, and big-picture thinking.They debate the idea of a “Trump boom,” rate cuts versus higher rates, housing affordability, generational wealth gaps, and why monetary policy has distorted asset prices for decades. The discussion moves into AI as the next great bubble, Nvidia valuations, capital intensity, and why natural resources, gold, silver, platinum, ...
In this podcast, Tony Greer and Jared Dillian break down market positioning ahead of the Supreme Court decision on Trump’s tariffs, with stocks backing off highs, the dollar grinding higher, and bonds firming. The conversation shifts to energy, where Tony highlights a clear change in oil price action after months of relentless selling, signaling a possible regime shift. Last few SPOTS left before window closes - https://tgmacro.com/conference/...
In this podcast, Tony Greer and Jared Dillian kick off the year by breaking down geopolitics, markets, and sector leadership after the Venezuela regime change and Trump’s latest global power move. They discuss Latin America rallying, crude oil sliding, transportation and defense stocks breaking out, semiconductors and broker-dealers hitting new highs, and why quiet, range-bound bonds are still the green light for equities. The conversation shifts to uranium’s breakout following new U.S. energy f...
In this podcast, Tony Greer and Jared Dillian break down the latest macro market developments, focusing on shifting risk appetite, cross-asset signals, and how traders should think about positioning as volatility evolves. They discuss what current price action is revealing across equities, rates, and commodities, and why discipline and process matter more than narratives in this tape. Book your SPOT for TG Macro Conference before the window CLOSES - https://tgmacro.com/conference/...
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 dis...
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. ...
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 #74 EARLY BIRD pricing ends Dec 01, 2025. Secure your seat before the prices rise. TWO extremely popular Hedge Fun...
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. 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. Early Birds Offer Ends Friday - https://tgmacro.com/conference/
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. TG Macro Conference, taking place on February 19–20, 2026. Grab Early Bird Tickets - https://tgmacro.com/conference/...
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. Tony announces the 1st TG Macro Conference, taking place on February 19–20, 2026, at the Virgin Hotel in Nashville. Grab Early Tickets - https://tgmacro.com/conference/ Tune in next week for episode #71...
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. The conversation turns to Trump’s impact on market volatility , long-term plays in cannabis stocks , and why quantum trades are defying logic. Tune in next week for episode #70...
