Sector Rotation: Commodities Lead

In this podcast, Tony Greer and Jared Dillian break down stronger payroll data, rate-cut pressure, and range-bound equities with the S&P stalling near highs. They dig into sector rotation, oil services, natural resources, and semis leading, while Bitcoin and software lag, plus uranium strength, copper positioning, and the broader shift from tech toward hard assets.

The conversation rolls into cannabis sentiment, sports-betting risks, and Super Bowl culture from halftime reactions to tattoo stories before closing with momentum around the TG Macro conference upcoming in Nashville.