# The Commodity Complex is Going Bananas

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-commodity-complex-is-going-bananas
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-commodity-complex-is-going-bananas.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2026-01-29T17:55:10+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/The-Commodity-Complex-is-Going-Bananas-e3ec819
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/114744809/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-29%2F417088721-44100-2-d513a78112fa7.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/the-commodity-complex-is-going-bananas
Duration seconds: 1341

## Resource

In this podcast, Tony Greer and Jared Dillian break down a commodity-led market surge, with gold ripping in a multi-sigma breakout, the dollar breaking down, and upside exploding across silver, uranium, energy, and the broader commodity complex. They dig into Trump’s comments on the dollar, FX volatility, technical damage in DXY, oil clearing key levels, and why this still looks like the early innings of a coordinated commodity bull market. Along the way, the conversation weaves through bonds going nowhere, Fed expectations, portfolio positioning, and even Jared’s Vegas DJ gig—reading crowd energy, live-performance adrenaline, movie picks, and why real experiences beat manufactured hype, in markets and in life. We are almost SOLD OUT, book your SPOT before the window CLOSES - ⁠ https://tgmacro.com/conference/

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## Transcript

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