About this episode
Tony Greer and Jared Dillian analyze a historic market rally amidst shifting war headlines and discuss implications for traders as they head into Q2.
In this podcast, Tony Greer and Jared Dillian break down a historic market rally as war headlines shift, but an elevated oil price signals a much bigger inflation problem ahead. They dive into S&P positioning, rising yields, gold strength, and the ongoing rotation out of tech into energy and natural resources, plus what this means for traders heading into Q2. From bond market risks to sector leadership and broken market signals, this is a real-time look at how to navigate a market where nothing is moving the way it should. Grab Your Early Bird Price for TG Macro Tactical Trading Seminar - https://tgmacro.com/webinar/
People in this episode
Host: Tony Greer
Guest: Jared Dillian
Topics covered
- market rally
- inflation
- S&P positioning
- rising yields
- gold strength
- sector rotation
- trading strategies
Keywords
- market rally
- inflation
- oil prices
- S&P positioning
- trading strategies
- energy sector
- natural resources
Mentioned in this episode
Organizations: TG Macro
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