About this episode
Tony Greer and Jared Dillian discuss the impact of AI disruption on tech, market sentiment, and the potential rotation into natural resources.
In this podcast, Tony Greer and Jared Dillian break down mounting pressure in tech as AI disruption accelerates, Nvidia earnings disappoint, and Bitcoin weakness bleeds into the broader risk complex. They dig into collapsing 10-year yields, growing bearishness in software and insurance, and whether a major rotation from big tech into natural resources is underway. Along the way, the conversation weaves through resilient oil and energy equities, gold and silver consolidation, the S&P’s struggle near 7,000, and even Team USA’s emotional Olympic gold moment, highlighting how narrative, sentiment, and momentum drive both markets and culture, while also extending a thank you to everyone who attended the TG Macro Conference in Nashville.
People in this episode
Host: Tony Greer
Guest: Jared Dillian
Topics covered
- AI disruption
- tech pressure
- Bitcoin weakness
- natural resources rotation
- energy equities
- gold and silver consolidation
- market sentiment
Keywords
- AI disruption
- Nvidia earnings
- Bitcoin
- natural resources
- energy equities
- gold
- silver
- S&P 7000
- TG Macro Conference
Mentioned in this episode
Organizations: Nvidia, Team USA
Places: Nashville, Olympic
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