# Another Thematic Shift

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/another-thematic-shift
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/another-thematic-shift.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2026-07-09T10:50:33+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/Another-Thematic-Shift-e3lrrjp
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/122596409/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-9%2F427639697-44100-2-828ff08f05cc5.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/another-thematic-shift
Duration seconds: 1571

## Resource

In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point. ----------------------------------- TG Macro Conference is BACK; book your slots Now - ⁠ https://tgmacro.com/conference/⁠

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## Transcript

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