# The FOMC Shuffle

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-fomc-shuffle
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-fomc-shuffle.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2026-07-30T11:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/The-FOMC-Shuffle-e3mo6di
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/123524978/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-30%2F428892688-44100-2-4c35005159348.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/the-fomc-shuffle
Duration seconds: 1961

## Resource

In this podcast, Tony and Jared discuss the FOMC, bonds, gold, semiconductors, the SpaceX IPO, dollar strength, and why speculative leadership may be breaking down. -------------------------------------- Subscribe to Tony's Newsletter - https://tgmacro.com/products/

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## Transcript

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