Episode 52: Which Trade Wins - Commodities or Tech? With Tony Greer

About this episode

Maggie Lake and Tony Greer discuss the competition between commodities and tech in the current market environment.

TG's in the Market House! In this episode of Talking Markets, TG Macro founder Tony Greer joins Maggie Lake to break down what he calls a full-blown "cage match" in the markets. Can the tech bubble and the commodity trade continue to occupy the same space at the same time? Tony reveals who survives this brutal macro environment, how he is positioning, and why the cross-asset indicators suggest the market could change character very quickly. Also up for discussion: NVIDIA earnings after the close, and just WTF is happening in the bond market... Follow The Macro Dirt: ‪‪‪ ‪@MacroDirtCast‬ TG on Substack: https://tgmacro.substack.com/ Support us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouse We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

People in this episode

Host: Maggie Lake

Guest: Tony Greer

Topics covered

• commodities
• technology
• market analysis
• macro environment
• investing strategies

Keywords

• commodities
• tech bubble
• market trends
• NVIDIA earnings
• bond market

Mentioned in this episode

Organizations: TG Macro, NVIDIA, Substack, Twitter

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