The Macro Dirt Podcast Jared is Miserable
Feb 27, 2025
Discover the historical significance of February 26th, from the Communist Manifesto to the World Trade Center bombing. Dive into the compelling world of Johnny Cash, enriched by their visit to his museum. Explore the turbulent financial markets, including insights on NVIDIA and shifts in gold and housing markets. Gain a peek into the strategic adaptations of powerful media leaders like Jeff Bezos. Plus, experience the adrenaline of high-stakes trading on a chaotic floor, filled with missed opportunities and split-second decisions.
AI Snips
Chapters
Transcript
Episode notes
Johnny Cash Appreciation
- Tony and Jared discuss notable figures born on February 26th, including Johnny Cash.
- Jared's appreciation for Cash deepened after watching the biopic Walk the Line.
Bearish Sentiment
- Jared expresses his bearish market sentiment and frustration with recent trades.
- He missed opportunities in treasury bonds and shorting the S&P 500.
Momentum Wipeout
- Tony Greer observes a momentum wipeout in stocks like Tesla and Palantir.
- He attributes this to deleveraging, particularly in levered ETFs.