# The Quarter-End Dirt

Page: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-quarter-end-dirt
Text version: https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-quarter-end-dirt.md
Podcast: [The Macro Dirt Podcast](https://stenobird.com/podcast/the-macro-dirt-podcast-7189318)
Published: 2026-04-01T18:19:56+00:00
Episode link: https://podcasters.spotify.com/pod/show/macrodirt/episodes/The-Quarter-End-Dirt-e3h9u5j
Audio file: https://anchor.fm/s/f7e06fa8/podcast/play/117814899/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-1%2F421220628-44100-2-c4f1114c177fb.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/the-quarter-end-dirt
Duration seconds: 1189

## Resource

In this podcast, Tony Greer and Jared Dillian break down a historic market rally as war headlines shift, but an elevated oil price signals a much bigger inflation problem ahead. They dive into S&P positioning, rising yields, gold strength, and the ongoing rotation out of tech into energy and natural resources, plus what this means for traders heading into Q2. From bond market risks to sector leadership and broken market signals, this is a real-time look at how to navigate a market where nothing is moving the way it should. Grab Your Early Bird Price for TG Macro Tactical Trading Seminar - https://tgmacro.com/webinar/

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## Transcript

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