{"podcast":{"title":"The Macro Dirt Podcast","slug":"the-macro-dirt-podcast-7189318","podcast_index_feed_id":7189318,"rss_url":"https://anchor.fm/s/f7e06fa8/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/macrodirt","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/41486810/41486810-1718905984312-bb0d0abaadabe.jpg","author":"MacroDirt","episode_count":108,"summary":"Tony Greer and Jared Dillian will be live every week to discuss the stock market and anything else that revolves in our world.","last_synced_at":"2026-08-02T10:21:40.541750+00:00","page_url":"https://stenobird.com/podcast/the-macro-dirt-podcast-7189318"},"episode":{"title":"OIL: Random Number Generator","slug":"oil-random-number-generator","published_at":"2026-03-12T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/oil-random-number-generator","show_page_url":"https://stenobird.com/podcast/the-macro-dirt-podcast-7189318","url":"https://podcasters.spotify.com/pod/show/macrodirt/episodes/OIL-Random-Number-Generator-e3gb1o8","audio_url":"https://anchor.fm/s/f7e06fa8/podcast/play/116802760/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-12%2F419852644-44100-2-bc7a821f8c9d7.mp3","summary":"In this podcast, Tony Greer and Jared Dillian break down war-driven volatility across oil, equities, rates, and FX as markets struggle for direction. They discuss violent swings in crude around Strait of Hormuz headlines, S&P waterfall price action and relief rallies, AI-bubble risk versus structural bear-market triggers, and the confusing rotation across sectors from cybersecurity and solar strength to weakness in transports and housing. They also dig into bond market whipsaws, ECB policy reactions to inflation shocks, the dollar’s resistance battle, metals discounting geopolitical risk, energy stocks underperforming crude, and new contrarian trade ideas in beaten-down spirits companies. The conversation later shifts into live-event trends, Broadway nostalgia, and why real-world experiences are becoming the new luxury.","meta_description":"In this podcast, Tony Greer and Jared Dillian break down war-driven volatility across oil, equities, rates, and FX as markets struggle for direction. They…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1431,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/oil-random-number-generator/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/oil-random-number-generator.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}