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. 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. Nikki shares insights on physical vs. paper gold, London’s silver squeeze, China’s restocking, and why platinum’s revival is one to watch. 🔔Tune in NEXT week ...
Oct 16, 2025•35 min
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. 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. Tune in next week for episode #68
Oct 09, 2025•26 min
In this episode, Tony and Jared sit down with Paulo Macro to unpack markets in the “upside down.” They dig into Trump, fiscal firehoses, the Fed, and why commodities and uranium may be the trades to watch. From rare earths to gold’s breakout and the AI buildout’s credit risk, it’s a full-spectrum macro debate. Grab The Navigator at $99 - https://tgmacro.com/the-navigator/ Tune in next week for episode #67...
Oct 02, 2025•46 min
In this podcast, Tony Greer and Jared Dillian break down gold’s surge past $3,700, silver’s run toward $50, platinum’s breakout, and why Trump might be the best gold salesman of all time. They dig into oil’s shaky setup, small caps vs. tech leadership, China’s gold custody move, the Fed’s rate path, and what lower rates mean for the dollar and equities. Tune in NEXT week for episode #66
Sep 24, 2025•28 min
In this podcast, Tony is joined by Brent Donnelly, for a deep dive into FX, equities, gold, and the dollar. They revisit Lehman Brothers through Brent’s trader lens, break down why the dollar isn’t collapsing despite Fed cuts, and discuss Europe, tariffs, and the U.S. dominance in global benchmarks. The conversation also covers gold’s breakout, Bitcoin as a “liquidity sponge” vs. real stores of value, and Brent’s bearish read on Canada’s housing and banks. Brent opens up about trading psychology...
Sep 17, 2025•49 min
In this podcast, Tony Greer and Jared Dillian break down a 15-sigma move in Oracle, Trump vs. Powell, a cooler PPI, and why the S&P keeps closing on the highs. They delve into gold’s textbook breakout, silver’s strength, miners' parabolic rise, Nvidia’s $4.3 trillion market cap, and the U.S.'s dominance in global equities. Tune in NEXT week for episode #64
Sep 11, 2025•25 min
Gold fever, market rotations, and life lessons all in one tape. In this podcast, Tony and Jared break down gold’s breakout above $3,500, the path to $5K, the steepening yield curve, the latest S&P 500 pullback, Nvidia’s setup, and what weak labor data means for the Fed’s next move. Along the way, they get into time vs. money, why experiences beat things (most of the time), homemade burgers vs. Häagen-Dazs, and the Yankees heating up in late summer. 🔔 Tune in next week for episode #63...
Sep 04, 2025•25 min
In this podcast, Tony and Jared are joined by Brent Johnson of Santiago Capital to tackle the big questions in global macro. They dig into the dollar’s path forward, debt and deficits, gold’s role in portfolios, and how shifting global capital flows are reshaping markets. Brent lays out his Dollar Milkshake Theory in today’s context, while the three debate equities, inflation, and the political undercurrents of Trump, Powell, and policy that keep moving risk. 🔔 Tune in next week for episode #62...
Aug 28, 2025•36 min
In this podcast, Tony and Jared break down the macro landscape, gold’s resilience, the dollar’s setup, Bitcoin’s role in risk sentiment, the strength of energy and uranium, and the charts shaping equity flows. They delve into CPI’s impact, shifting market psychology, and where traders should focus as volatility returns to the tape. 🔔 Tune in next week for episode #61
Aug 21, 2025•23 min
Macro heat, Market beats, and a GOAT energy In this podcast, Tony and Jared break down the latest market action, gold’s resilience, the dollar’s setup, and the impact of CPI across assets.They cover energy and uranium strength, as well as the key technical levels in equities and commodities that matter now. Sharing Michael Jordan stories, music talk, and why timing on the field, on stage, or in markets makes all the difference. 🔔 Tune in next week for episode #60...
Aug 13, 2025•33 min
In this podcast, Tony and Jared unpack the week’s market action, from the post-CPI rally to gold’s grind, silver’s momentum, the dollar’s drift, and the quiet strength in Bitcoin and Ethereum. 🔔 Tune in next week for episode #59
Aug 06, 2025•29 min
In this podcast, Tony and Jared are joined by Trevor Hall, CEO of Clear Commodity Network, for a deep dive into markets, commodities, and mindset. They break down the CPI impact, gold’s quiet strength, Bitcoin's holding up, and big moves in uranium, semiconductors, and oil. Trevor adds sharp takes from his years covering the mining & commodity space. Grab The Navigator for 1 full month at $99 - https://tgmacro.com/the-navigator/ 🔔 Tune in next week for episode #58...
Jul 31, 2025•47 min
In this podcast, Tony and Jared break down the recent market pullback, gold and silver holding firm, Bitcoin flexing strength, and uranium setting up for a major move, all while unpacking Powell vs. Trump, CPI risk, and the broader setup across commodities, the dollar, and equities. Along the way, they talk Lawrence Taylor’s greatness, Jared’s DJ set in Vegas, the new F1 movie, why Top Gun: Maverick might be untouchable, and KSS chart action. 🔔 Tune in next week for episode #57...
Jul 23, 2025•25 min
In this podcast, Tony and Jared break down Dollar strength, Bitcoin ripping past $120K, Gold dragging, Silver’s breakout, CPI vibes, industrial miners ripping, and healthcare falling apart—plus Hideki Matsui stories, and Spirit Airlines chaos. 🔔 Tune in next week for episode #56
Jul 15, 2025•22 min
In this podcast, Tony and Jared break down a red-hot tape, copper chaos, and the disconnect between headlines and price action. 🔔 Tune in next week for episode #55 The Navigator at $99 - https://tgmacro.com/the-navigator/
Jul 10, 2025•24 min
In this podcast, Tony and Jared bring fireworks to the mic with July 4th market talk, macro momentum, and pure trading honesty. 🔔 Tune in next week for episode #54
Jul 04, 2025•22 min
In this podcast, Tony and Jared dive into market volatility, U.S.–Iran tensions, gold’s weakness, and where smart money is moving now. They dive into the S&P 500 setup, gold’s underperformance, Bitcoin’s breakout above $100K, the dollar’s decline, and strength in platinum, silver, and semiconductors. They discuss trading psychology, how mental clarity drives performance, Tony’s lifestyle reset in Italy, the slow collapse of New York City, the Ray Lewis mindset for high-level execution, and t...
Jun 26, 2025•26 min
Tony and Jared talked about rising geopolitical risks, the potential for U.S. strikes on Iran, and why markets aren’t pricing it in. In this podcast, Tony and Jared discuss S&P technicals, USD strength, gold’s hesitation, platinum’s surge, the Fed’s political game, and the setup in crude oil.They also explore creative mastery through the works of Rick Rubin and Michelangelo, Jared’s upcoming Phish concert, and reflections on Tony’s time in Italy. Tune in next week for episode #52...
Jun 20, 2025•26 min
Tony and Jared mark the 50th episode with bestselling author & motivational speaker Jon Gordon, diving into success, spirituality, and mindset, and why what’s in your head might matter more than what’s in your portfolio. 🔔 Tune in next week for episode #51
Jun 14, 2025•43 min
In this podcast, Tony Greer and Jared Dillian go wide and unfiltered, diving into everything from macro market momentum to Elon Musk's fiscal truth bombs. In this episode: 🔥 Why markets are ignoring geopolitical chaos 📉 Apple’s chart: is it toast? 📈 Is 6,000 on the S&P next? 🪙 Silver, gold, Bitcoin — the store of value trade 📦 Ukraine’s drone play & China's next move? 🎧 Jared’s Vegas DJ set and $15 Doritos 📚 Raymond Carver, Joe Rogan, Bono, and minimalist brilliance 🔔 Don’t miss ...
Jun 05, 2025•24 min
In this podcast, Tony Greer and Jared Dillian break down the U.S. credit crisis, bond market turmoil, gold’s breakout, Japan’s collapse, USD trades, retail dip-buyers, and Cornell’s National Lacrosse Championship win. Tune in next week for episode #49
May 29, 2025•18 min
In this podcast, Tony and Jared discuss the silent cracks forming under the market's surface — and why no one’s ready for what’s next. Bonds look like they’re about to blow Gold’s acting like it knows a secret Retail is still buying dips like it’s 2021 Japan’s bond market is quietly falling apart 🔔 Tune in next week for episode #48
May 22, 2025•17 min
In this episode, Tony welcomes Raoul Pal, founder of Real Vision, for a comprehensive discussion on; •Current positioning across stocks, bonds, and Bitcoin •State of global markets •Stories from their early days working together at Goldman Sachs •Long-term implications for crypto, tech, and global asset allocation 🔔 Tune in next week for episode #47
May 14, 2025•41 min
Tony and Jared talked about inflation vs deflation. In this podcast, Tony and Jared discuss Market Movements, Gold, and the battle between Good & Evil. Tune in next week for episode #46
May 06, 2025•22 min
Jared Bullish on Bonds In this podcast, Tony and Jared discuss Market Movements, Sports, and Music. Stochastic at Night We Met - Nashville FREE passes to JD’s party, hit the link to RSVP - https://www.eventbrite.com/e/stochastic-at-night-we-met-nashville-tickets-1271732017699?utm_experiment=test_share_listing&aff=ebdsshios...
Apr 29, 2025•19 min
Tony and Jared talked about Tariff negotiations. In this podcast, Tony and Jared discuss Market Movements, Movies, and Energy Vampires. Tune in next week for episode #44
Apr 24, 2025•18 min
Tony and Jared talked about clarity on Tariffs. In this podcast, Tony and Jared discuss Market Movements, the BCOM (Bloomberg Commodity Index), and Sports. Tune in next week for episode #43
Apr 15, 2025•20 min
Tony, Brent, and Jared talked about the Tariff War. In this podcast, Tony, Brent, and Jared discuss Market Movements, Music, and Sports. Tune in next week for episode #42
Apr 10, 2025•43 min
Tony and Jared talked about Stocks down, Bonds up, and the Dollar down. In this podcast, Tony and Jared discuss Market Movements, Tariffs, and Sports. Tune in next week for episode #41
Apr 03, 2025•31 min
Tony and Jared talked about the 3 H's. In this podcast, Tony and Jared discuss Market Movements, Copper, and Sailor's Deck (1-on-1 video consultation with Tony). Tune in next week for episode #40
Mar 27, 2025•27 min
