{"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":"The GODFATHER of Global Liquidity","slug":"the-godfather-of-global-liquidity","published_at":"2026-03-19T12:02:06+00:00","page_url":"https://stenobird.com/podcast/the-macro-dirt-podcast-7189318/the-godfather-of-global-liquidity","show_page_url":"https://stenobird.com/podcast/the-macro-dirt-podcast-7189318","url":"https://podcasters.spotify.com/pod/show/macrodirt/episodes/The-GODFATHER-of-Global-Liquidity-e3gm5b4","audio_url":"https://anchor.fm/s/f7e06fa8/podcast/play/117166884/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-19%2F420345835-44100-2-b784a1ea2b6ea.mp3","summary":"In this podcast, Tony Greer and Jared Dillian are joined by Michael Howell of CrossBorder Capital for a deep dive into global liquidity, inflation risk, and the growing case for a long-term bull market in commodities and real assets. They discuss tightening liquidity momentum, China’s role in driving gold higher, rising oil price risks, and why defensive positioning—mid-duration bonds, a firm dollar, and natural resources—may make sense as yield curves flatten and credit risks build. The conversation also explores stablecoins as a potential U.S. policy tool for re-dollarization, geopolitical inflation dynamics, and how regime-change trades could reshape portfolios. Limited time offer $200 OFF on the Navigator - https://tgmacro.com/checkout/?add-to-cart=10292","meta_description":"In this podcast, Tony Greer and Jared Dillian are joined by Michael Howell of CrossBorder Capital for a deep dive into global liquidity, inflation risk, a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2106,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-macro-dirt-podcast-7189318/episodes/the-godfather-of-global-liquidity/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/the-godfather-of-global-liquidity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}