Editor of Sailors Edge tgmacro.com/products/ • Cornell • Chaminade • Sign up for the FREE Macro Dirt Podcast at tgmacro.substack.com
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Tony Greer retweeted
Time for the Macro Dirt with me and @TgMacro! An incredible podcast all around this week. Check it out.
piped.video/J9YVbUYDb94
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Reminds me of:
"There were an extraordinary number of transactions during MF Global’s last few days, and I do not know, for example, whether there were operational errors at MF Global or elsewhere..." - Jon Corzine, 2011 congressional testimony after MF Global collapsed.
OpenAI CEO Sam Altman on potential dangers of AI: "First, we could lose control of the future to AI. The risk is that it moves so fast that people can no longer follow what's happening or intervene when needed."
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Tony Greer retweeted
Is "Scenes from an Italian Restaurant" by Billy Joel one of the most American songs ever written?
@TgMacro thinks so. Good thing @drjoemoore had NEVER heard it before.
New Cultish Creative Music Club out now @Panoptica_ai + @EpsilonTheory
piped.video/yN9dGWarRl4?si=P2RI…
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"Scenes from an Italian Restaurant" by Billy Joel:
Songs That Best Describe American Life 🇺🇸 series by @CultishCreative is the best piece of content I’ve watched on the internet in years.
Zeigs is the best.
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"This inflation narrative has turned into the Salem Witch Trials. And the funny thing about the Salem Witch Trials-they didn’t figure out it was mass psychosis until 20 years later. This will become apparent much sooner than that." - @dailydirtnap potential mic drop of the year.
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I’m excited to announce that the Quarterly Outlook will be available to the public for purchase for the first time in TG Macro history. Stay tuned for updates.
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Tony Greer retweeted
Really enjoyed speaking with @TgMacro and @dailydirtnap yesterday.
It was a 45 minute lightning round that covered a lot of ground.
Macro Dirt #114 with Peter Atwater @Peter_Atwater was a great discussion about confidence levels across markets, economy, and culture and the battle between bonds and oil. cc: @dailydirtnap
The link is below:
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Macro Dirt #114 with Peter Atwater @Peter_Atwater was a great discussion about confidence levels across markets, economy, and culture and the battle between bonds and oil. cc: @dailydirtnap
The link is below:
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Cool part of our friendship - I wanted to hire JD to start an ETF desk at Dahlman Rose - told him we could pay him $$$ and he was like “nah thanks man I’m gonna start a newsletter.” You wouldn’t have recognized that Dillian. @dailydirtnap @CultishCreative
"Citigroup was trading at 99 cents a share. Bank of America was $3 a share. Every bank was going bankrupt. It seemed like the end of the world, and I literally had just started this stupid newsletter in the middle of a crisis."
"I would come to work every morning and throw up in the trash can, and I did this every day for like three months."
Jared Dillian on what working at Lehman and starting his newsletter in the financial crisis taught him about risk.
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DC, how about $NKE went VERTICAL and peaked right into the George Floyd protests in 2020, when Ricky Gervais went off on the Epstein class at the Oscars. We were shifting to “birthing persons”, Christopher Rufo & Co pushed “critical race” theory in 2021, universities went berserk with DEI requirements, Penn Quaker Lia Thomas won the 500M women’s freestyle, Coca Cola got caught teaching employees to “be less white”, Blackrock was pushing ESG funds, sports teams and leagues were rainbow branded, Cleveland lost the Indians, Enes Kanter put “Free the Uyghurs” on his sneakers, the Redskins became the Commanders, and in 2022 Katanji Brown was asked “what is a woman” and she replied “I’m not a biologist.”
And that will always be a mic drop moment.
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Today’s fun fact is that SpaceX market cap is up $140 billion since the opening print today. That was 30 minutes ago.
$SPCX
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The weekly copper chart makes it easy to stay bullish on breakouts. She tends to put up numbers when breaking pennant flags to the upside. There's room. #copper
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Tony Greer retweeted
TALKING BILLIONS: Jared Dillian @dailydirtnap The Awesome Portfolio: Why Smoother Returns Beat Bigger Ones (New Book Out!)
Episode Sponsor: @Fiscal_ai is a modern data terminal—link in show notes for a two-week free trial plus 15% off
Why the S&P's amazing returns are basically unearnable by real investors: volatility exists "to make people make stupid decisions." His fix? A 5-asset, 20%-each portfolio built for stress-free compounding.
New episode of Talking Billions.
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If you are high-fiving with one hand, make sales with the other. And talk to me about how your performance improves.
From the @TgMacro rule book: if you’re not selling into strength what are you doing? And beware the Icarus Print.
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