In this podcast, Tony Greer and Jared Dillian are joined by Imran Lakha, founder of Options Insight. They break down how to hedge gold’s parabolic run, trade volatility in the S&P, and navigate the complex world of implied vol and time decay.The conversation turns to Trump’s impact on market volatility, long-term plays in cannabis stocks, and why quantum trades are defying logic.Tune in next week for episode #70
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Huge Demand For Physical GOLD with Nicky Shiels
In this podcast, Tony Greer and Jared Dillian are joined by Nicky Shiels, Head of Metals Strategy at MKS PAMP, for a deep dive into the gold, silver, and platinum markets.They unpack record highs in precious metals, central bank buying, the debasement trade, and how sanctions, de-dollarization, and global liquidity are fueling the rally.Nikki shares insights on physical vs. paper gold, London’s silver squeeze, China’s restocking, and why platinum’s revival is one to watch.🔔Tune in NEXT week for Episode #69
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Gold Gone Wild
In this podcast, Tony Greer and Jared Dillian break down the gold 4K frenzy, the “debasement trade,” copper’s next move, and whether Bitcoin’s rally has more gas left.They dig into overbought metals, frothy sentiment, cracks in the AI trade, and stress in private equity, all while keeping an eye on uranium and market rotation.Tune in next week for episode #68
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25:32
The Running of the Bulls: Gold, Uranium, and AI
In this episode, Tony and Jared sit down with Paulo Macro to unpack markets in the “upside down.” They dig into Trump, fiscal firehoses, the Fed, and why commodities and uranium may be the trades to watch. From rare earths to gold’s breakout and the AI buildout’s credit risk, it’s a full-spectrum macro debate.Grab The Navigator at $99 - https://tgmacro.com/the-navigator/Tune in next week for episode #67
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The Post FOMC Stock and Gold Bustout
In this podcast, Tony Greer and Jared Dillian break down gold’s surge past $3,700, silver’s run toward $50, platinum’s breakout, and why Trump might be the best gold salesman of all time.They dig into oil’s shaky setup, small caps vs. tech leadership, China’s gold custody move, the Fed’s rate path, and what lower rates mean for the dollar and equities.Tune in NEXT week for episode #66
Canada - english