'Normal Deleveraging' in the Bond Market? With Tony Greer

Scott Bessent said this morning that the bond market sell-off is a "deleveraging convulsion" but nothing systemic. Nevertheless, it's rattling investors hard. TG Macro's Tony Greer joins Maggie Lake on Talking Markets today to discuss his take on the bond market, as well as stocks, commodities, and more.

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

00:00 - Introductions with Tony Greer
00:50 - Tony Breaks Down Today’s INSANE Rally
09:15 - Why This Is a Trader’s Market
11:30 - What Levels Would You Short the FANG Stocks?
14:30 - What’s Going On with the VIX?
16:30 - What Is the Smart Money Doing Right Now?
19:00 - The Bond Market Breakdown
23:10 - What’s Happening in the Oil Markets?
26:20 - Did the Bond Market Force the Administration’s Hand?
28:20 - Key S&P Levels Tony Is Watching
29:40 - What Happens with Gold in This Environment?
31:30 - TG Macro: Advice for Rookie Traders
33:30 - Closing Thoughts from Tony Greer

#DXY #tariffs #bonds #bessent #deficit #treasury #dollar #rates #economy #marketanalysis #investing #stockmarket #investing #tariffs #investmentstrategy #talkshow #podcast #tradingopportunities #marketopportunities #liquidity #thefed #gold #silver #cycles #monetarypolicy #thefed

[maggielake-talkingmarkets]

00:50 - Tony Breaks Down Today’s INSANE Rally
09:15 - Why This Is a Trader’s Market
11:30 - What Levels Would You Short the FANG Stocks?
14:30 - What’s Going On with the VIX?
16:30 - What Is the Smart Money Doing Right Now?
19:00 - The Bond Market Breakdown
23:10 - What’s Happening in the Oil Markets?
26:20 - Did the Bond Market Force the Administration’s Hand?
28:20 - Key S&P Levels Tony Is Watching
29:40 - What Happens with Gold in This Environment?
31:30 - TG Macro: Advice for Rookie Traders
33:30 - Closing Thoughts from Tony Greer

[RuLampard]

Tony's a frickin' dude (as is Dale P) ....when you guys left RV DB my early roots investing career crumbled! Well done Maggie for bringing quality back to the fold X

[thscful]

Love Tony. More Tony is always welcome!

[ibukunoluwaeweje]

Tony is the Best! He provides a very balanced perspective

[turbofanlover]

Always nice to see Tony. Good stuff, you two. Thanks.

[bhaskartripathi]

Tony is a GOAT in market commentary 🤘 so f*ing entertaining with a lot of nuggets.

[mrbojangles]

Long bond was nuts yesterday. And then today....pretty wild

[toddtraut]

That was simply an illiquid short cover. Buckle up. More crazy coming.

[alikeyhani]

Foreigners are dumping USA bonds. Interest stays high.

[jamespier]

Thinking out loud: the market won’t retrace to the lows because now it will be waiting for an announcement that China and the U.S. have reached an agreement

[shakeypudding]

Why did the Saudi’s agree to get oil lower? Is the US gonna hit Iran? Gotta be something in it for them.

[rickfool]

this guy sold me my parmigiana sausage this morning

[Readymikeone]

But the thing is global bonds and credit is around $0.8 quadrillion in size versus equities $175 trillion and the eurodollar market regulates most of it so DXY is the barometer of whether bonds are blowing up and equities tanking, and we're currently below both moving averages at $102. If we go below $100, yowza....

[jordanaraujo]

Watch the market be down 5% tomorrow lol.

[shakeypudding]

Wow what a wild rollercoaster of a day! What’s next? I don’t trust this lunatic with my money.

[jacobleedgaard]

Tony, in blackjack you increase the bet size when the deck is rich in high cards, NOT when the dealer starts losing! The game can only be beat over time by counting cards.

[stevet]

Why in the hell would you buy in this market?

[robertwhite]

No such thing as any T/A voodoo....he's ust a clueless gambler looking for patterns that don't exist

[deepspirit]

Hopefully this guy doesn't manage other people's money

[gsten]

Took 30 mi ites to get tp the gold salesman. Entertainment, but no expertise here.