# Rates are Ripping

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/rates-are-ripping
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/rates-are-ripping.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2025-12-09T16:09:32+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/Rates-are-Ripping-e3c3ta1
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/112374529/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-9%2F414054604-44100-2-86fa61dd7541d.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/rates-are-ripping
Duration seconds: 1049

## Resource

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/

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## Transcript

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