Pre-Dirtcon in Nashville
In this podcast, Tony and Jared discuss bonds, Treasury issuance, oil, gold, the dollar, AI valuations, market rotations, the dot-com bubble, natural resources, and the Yankees.
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TG Macro Conference is BACK; book your slots Now - https://tgmacro.com/conference/
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Tony's Newsletter - https://tgmacro.com/products/
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