Skip to content
Artwork for The Macro Dirt Podcast
The Macro Dirt Podcast · July 9 · 26 min

Another Thematic Shift

In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point. ----------------------------------- TG Macro Conference is BACK; book your slots Now - ⁠https://tgmacro.com/conference/⁠

0:00-26:11

transcript

No transcript — this publisher did not publish one.

show notes

In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point.

-----------------------------------

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

links1

more episodes

All episodes