# Silver Breakout, Bitcoin Volatility & Burry’s Bad Call

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/silver-breakout-bitcoin-volatility-burry-s-bad-call
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/silver-breakout-bitcoin-volatility-burry-s-bad-call.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2025-12-04T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/Silver-Breakout--Bitcoin-Volatility--Burrys-Bad-Call-e3bs9m1
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/112125057/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-4%2F413731389-44100-2-1a554cc4877dc.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/silver-breakout-bitcoin-volatility-burry-s-bad-call
Duration seconds: 1426

## Resource

In this podcast, Tony Greer and Jared Dillian break down the Kevin Hassett Fed pivot, the sharp reversal in bond yields, and the surge in silver as metals regain leadership. They get into the latest moves in Bitcoin , strength in energy and industrials, and why the current sector rotation is catching too many traders offside. They also unravel Jared’s “Wall of Worry” framework, the psychology behind surviving this tape, and why Michael Burry’s latest newsletter left them scratching their heads. Book your SPORT for TG Macro Conference before the window closes - https://tgmacro.com/conference/

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## Transcript

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