Supernatural Macro Delight

In this podcast, Tony Greer and Jared Dillian discuss Fed rate policy, bonds, oil, semiconductor stocks, the AI trade, the Anthropic IPO, and Veterans Day military stories.------------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠-----------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony Greer and Jared Dillian are joined by Josh Young to discuss oil supply disruptions, energy stocks, geopolitical risks, and investment opportunities in the global energy market.------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/

TG Macro Conference is BACK; book your slots now - ⁠https://tgmacro.com/conference/⁠

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/

In this podcast, Tony and Jared discuss bonds, Treasury issuance, oil, gold, the dollar, AI valuations, market rotations, the dot-com bubble, natural resources, and the Yankees.------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony, Jared, and Chris Irons discuss bonds, oil, gold, technology, wealth concentration, government bailouts, Elon Musk, Silicon Valley Bank, and the risks shaping today’s markets.-------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠-------------------------------------Tony's Newsletter - https://tgmacro.com/products/

In this podcast, Tony and Jared are joined by Jeff Weniger to discuss bonds, inflation, oil, gold, Bitcoin, technology, AI, market extremes, and the shifting macro landscape.-------------------------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠-------------------------------------------------------------Tony's Newsletter - https://tgmacro.com/products/Subscribe to the DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/

In this podcast, Tony and Jared discuss bonds, oil, gold, technology, AI, trading risk, market volatility, and the challenges of navigating a difficult macro environment.------------------------------------------------Subscribe to the Macro Dirt DUAL SUB (Tony + Jared) - https://tgmacro.com/macro-dirt/