Podcast Episodes
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Inflation is a Ghost Tax
TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/
1 day, 2 hours ago
Real Estate Risk Manager
TG Macro Conference II is filling up fast! Secure your seat before we sell out: https://tgmacro.com/conference/
3 days, 2 hours ago
Pre-Dirtcon in Nashville
In this podcast, Tony and Jared discuss bonds, Treasury issuance, oil, gold, the dollar, AI valuations, market rotations, the dot-com bubble, natural…
1 week, 5 days ago
The Raven has Landed
In this podcast, Tony, Jared, and Chris Irons discuss bonds, oil, gold, technology, wealth concentration, government bailouts, Elon Musk, Silicon Val…
2 weeks, 5 days ago
A view from an ETF Creator
In this podcast, Tony and Jared are joined by Jeff Weniger to discuss bonds, inflation, oil, gold, Bitcoin, technology, AI, market extremes, and the …
3 weeks, 3 days ago
7% Mortgage Rate Twist
In this podcast, Tony and Jared discuss bonds, oil, gold, technology, AI, trading risk, market volatility, and the challenges of navigating a difficu…
1 month ago
The Confidence Effect
In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher educat…
1 month, 1 week ago
The Awesome Portfolio
In this podcast, Tony and Jared discuss the Awesome Portfolio, diversification, gold, real estate, cash, drawdowns, FOMO, financial psychology, and t…
1 month, 2 weeks ago
Bond Market Calm
In this podcast, Tony and Jared discuss Treasury yields, Fed policy, gold, oil, copper, Bitcoin, Nvidia, energy, and the potential for a broader natu…
1 month, 4 weeks ago
Good Morning METAL BULLS
In this podcast, Tony and Jared discuss Treasury bond buybacks, yield curve control, gold, the dollar, energy, Fed policy, homebuilders, banks, and t…
2 months ago