Episode

Rates are Ripping

Podcast: The Macro Dirt Podcast
Published: Dec 9, 2025
Duration seconds: 1049
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Canonical source: https://podcasters.spotify.com/pod/show/macrodirt/episodes/Rates-are-Ripping-e3c3ta1
Audio: https://anchor.fm/s/f7e06fa8/podcast/play/112374529/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-9%2F414054604-44100-2-86fa61dd7541d.mp3
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Markdown: /podcast/the-macro-dirt-podcast-7189318/rates-are-ripping.md

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Summary

In this podcast, Tony Greer and Jared Dillian break down a global rate shock as yields rip higher across Canada, Australia, New Zealand, Europe, and Japan while the U.S. faces a hawkish-looking cut. They dissect the breakout in 10-year yields, a bid dollar, the ensuing commodity pullback, gold and silver’s mixed price action, and what rising rates mean for headline inflation and next-year trade ideas. The conversation covers sector rotation, AI/tech froth, Carvana’s S&P surprise, trading discipline, and why being early is different from being wrong. Book your SPOT for TG Macro Conference before the window CLOSES - ⁠ https://tgmacro.com/conference/