The Macro Dirt Podcast THE SUPREME COURT COLLISION
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Jan 15, 2026 Market positioning is examined just before the Supreme Court decision on Trump’s tariffs, with stocks retreating and the dollar rising. A noteworthy discussion on oil reveals a potential regime shift after a prolonged sell-off. The hosts tie energy strength to rallies in uranium and precious metals, while exploring how Iran’s currency issues boost crypto demand. They also highlight sector rotations, slowing credit card rewards due to rate caps, and the political implications behind recent financial policies. Personal anecdotes add a relatable touch to the analysis.
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Keep Positions Small And Nimble
- Stay small and nimble ahead of uncertain, event-driven market moves.
- Jared Dillian recommends keeping positions small and adding only if something breaks in your favor.
Geo Stress Fuels Crypto Demand
- Bitcoin's breakout may be driven by geopolitical currency crises like Iran's collapse.
- Jared Dillian links crypto demand to countries losing functional currencies and needing store-of-value alternatives.
Precious Metals Seeking New Range
- Precious metals are moving toward new ranges with silver and gold showing strong early-year rallies.
- Tony Greer expects silver to push higher and gold miners to attract more capital as awareness grows.