The Macro Dirt Podcast

Another Thematic Shift

July 9, 2026·26 min
Episode Description from the Publisher

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/⁠

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