The Macro Dirt Podcast

MacroDirt
  • 4.5 (8)
  • INVESTING
  • UPDATED WEEKLY

Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.

  1. 5D AGO

    Time Kills all Trades

    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 stories before closing with momentum around the TG Macro conference upcoming in Nashville.

    23 min

  2. FEB 5

    Dissecting The "DIGITAL GODS" with Jack Farley

    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 parabolic run is nearing exhaustion. We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠https://tgmacro.com/conference/

    55 min

  3. JAN 29

    The Commodity Complex is Going Bananas

    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 going nowhere, Fed expectations, portfolio positioning, and even Jared’s Vegas DJ gig—reading crowd energy, live-performance adrenaline, movie picks, and why real experiences beat manufactured hype, in markets and in life. We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠https://tgmacro.com/conference/

    22 min

  4. JAN 21

    Dave Collum and Everything Under the Sun

    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, and uranium may be better positioned than tech. They also cover valuation risk, secular bear markets, the debasement trade, and how traders and long-term investors must think very differently to survive what comes next. We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠https://tgmacro.com/conference/

    1h 7m

  5. JAN 15

    THE SUPREME COURT COLLISION

    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/

    26 min

  6. JAN 8

    A Conversation with rugged Individualists

    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 funding, the Bloomberg Commodity Index rebalance, and its implications for gold, silver, oil, and cocoa, as well as copper reaching new highs. It also explores why the “great rotation” into commodities may be underway again. They also debate the dollar outlook, early-year positioning, and how traders actually make money when consensus gets crowded. Last 30 SPOST left - https://tgmacro.com/conference/

    22 min

  7. 12/24/2025

    The Year-End Macro Dirt - A LOOK AHEAD

    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/

    25 min

  8. 12/18/2025

    Strange Crew - A Trip to the Great White North with "The Macro Tourist" Kevin Muir

    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/

    48 min
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4.5
out of 5
8 Ratings

About

Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.

Information

  • Creator
    MacroDirt
  • Years Active
    2025 - 2026
  • Episodes
    84
  • Rating
    Explicit
  • Copyright
    © MacroDirt
  • Show Website
    The Macro Dirt Podcast

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