About this episode

Tony and Jared discuss various economic factors and their implications for the markets.

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/⁠

People in this episode

Hosts: Tony, Jared

Topics covered

• Iran conflict
• rising yields
• SpaceX weakness
• semiconductors
• gold
• oil
• market turning point

Keywords

• Iran conflict
• rising yields
• SpaceX
• semiconductors
• gold
• oil
• market trends

Sponsors

TG Macro Conference

Mentioned in this episode

Organizations: SpaceX

Places: Iran

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• SpaceX, AI and Interest Rates are TOO HIGH · July 2, 2026 · 1h 21m
• George Noble On Stocks, Gold, Oil And AI · June 23, 2026 · 38 min
• Nobody Owns Bonds · June 17, 2026 · 29 min

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