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The Macro Dirt Podcast

The Macro Dirt Podcast

MacroDirt 104 Episodes Oct 13, 2026

Tony Greer and Jared Dillian host a weekly live discussion about the stock market and other topics from their world.

Episodes

Pre-Dirtcon in Nashville
Pre-Dirtcon in Nashville Oct 13, 2026 00:30:30 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
The Raven has Landed
The Raven has Landed Oct 6, 2026 01:06:40 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/p
A view from an ETF Creator
A view from an ETF Creator Oct 1, 2026 00:47:37 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 Newslette
7% Mortgage Rate Twist
7% Mortgage Rate Twist Sep 24, 2026 00:35:36 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/
The Confidence Effect
The Confidence Effect Sep 17, 2026 00:44:44 In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher education, parenting, and life beyond Wall Street.-------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
The Awesome Portfolio
The Awesome Portfolio Sep 5, 2026 00:39:16 In this podcast, Tony and Jared discuss the Awesome Portfolio, diversification, gold, real estate, cash, drawdowns, FOMO, financial psychology, and the case for getting rich slowly.-------------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
Bond Market Calm
Bond Market Calm Aug 27, 2026 00:35:25 In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natural resources recovery.--------------------------------------------TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠
Good Morning METAL BULLS
Good Morning METAL BULLS Aug 20, 2026 00:22:39 In this podcast, Tony and Jared discuss Treasury bond buybacks, yield curve control, gold, the dollar, energy, Fed policy, homebuilders, banks, and the latest market opportunities.-------------------------------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
Macro Dirt and Warren 3.145926
Macro Dirt and Warren 3.145926 Aug 13, 2026 00:55:40 In this podcast, Tony, Jared, and Warren Pies discuss oil, Hormuz, Fed policy, inflation, AI, semiconductors, energy, gold, market risks, independent research, and life beyond markets.-------------------------------Subscribe to SAILORS EDGE - https://tgmacro.com/products/
Eric Balchunas on Stocks, Gold, ETFs & AI
Eric Balchunas on Stocks, Gold, ETFs & AI Aug 7, 2026 00:59:44 In this podcast, Tony, Jared, and Eric Balchunas discuss passive investing, ETFs, gold, bonds, AI, market psychology, and why U.S. stocks may be too big to fail.------------------------------------Join today: One-month trial for just $99 - https://tgmacro.com/sailors-edge/
Tarek Saab on Gold, Silver & America's Next ETF
Tarek Saab on Gold, Silver & America's Next ETF Aug 1, 2026 00:46:31 In this podcast, Tony, Jared, and Tarek Saab discuss gold, silver, U.S.-based precious metals ETFs, inflation, deficits, and why hard assets may lead the next macro cycle.---------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/
The FOMC Shuffle
The FOMC Shuffle Jul 30, 2026 00:32:41 In this podcast, Tony and Jared discuss the FOMC, bonds, gold, semiconductors, the SpaceX IPO, dollar strength, and why speculative leadership may be breaking down.--------------------------------------Subscribe to Tony's Newsletter - https://tgmacro.com/products/

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