The Macro Dirt Podcast The LT Podcast
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Jul 23, 2025 Tony and Jared dive into the recent market pullback and the resilience of gold and silver, while Bitcoin shows its strength. The duo debates Powell vs. Trump and shares insights on the commodity market and dollar dynamics. They also reflect on Lawrence Taylor's NFL greatness, Jared's DJ set in Vegas, and the excitement of a new F1 movie. The conversation shifts to classic racing films like 'Days of Thunder' and personal growth experiences in Las Vegas. This mix of finance and pop culture keeps the discussion lively!
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1995 Market Low Vol Fears
- The 1995 market was nearly untradeable with low volatility and steady gains.
- Bernstein's Nick Safaklias fears a repeat of that low-vol environment is possible this year.
Momentum Fade Warning
- Some momentum stocks are breaking down, signaling a possible market shift soon.
- A crash isn't immediate, but rally duration may be limited to a few weeks.
MAG 7 and Sector Participation
- Most of the MAG 7 stocks show resilience except Facebook, which formed a notable double top.
- Broad sector participation near highs supports a continued bullish stance for now.
