# The Great One Podcast

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-great-one-podcast
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-great-one-podcast.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2026-06-04T11:20:43+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/The-Great-One-Podcast-e3kb2gs
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/120997852/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-4%2F425499187-44100-2-e606ab5283159.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/the-great-one-podcast
Duration seconds: 1504

## Resource

In this podcast, Tony and Jared discuss the SpaceX IPO, semiconductor excess, oil, copper, bonds, and whether markets are approaching a major turning point. ---------------------------- Tony's Newsletter - https://tgmacro.com/products/

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## Transcript

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