About this episode

Tony Greer and Jared Dillian discuss the resilience of the market amidst various macro risks and explore sector leadership and nostalgic music.

In this podcast, Tony Greer and Jared Dillian break down a market that refuses to go down despite rising oil, escalating geopolitical tensions, and growing risks of a prolonged Iran conflict. They dive into relentless short covering, S&P resilience near highs, and why markets are ignoring macro risks that typically trigger selloffs. They discuss sector leadership across energy, rare earths, and natural resources, debate whether tech can reclaim leadership, and unpack the impact of a massive upcoming SpaceX IPO on liquidity and positioning. They dive into 90s music nostalgia, iconic tracks from 1992, and stories from Nashville nightlife and DJ sets. The Navigator - https://tgmacro.com/products/

People in this episode

Host: Tony Greer

Guest: Jared Dillian

Topics covered

• market analysis
• geopolitical tensions
• sector leadership
• oil prices
• SpaceX IPO
• 90s music nostalgia

Keywords

• market resilience
• oil prices
• geopolitical risks
• SpaceX IPO
• 90s music
• short covering
• S&P leadership

Mentioned in this episode

Organizations: SpaceX

Books & works: 90s music, iconic tracks from 1992

Places: Iran, Nashville

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