US stocks stabilized after a few red sessions - can Nvidia lead a green charge when it reports earnings after market close today? The Morning Navigator author Tony Greer thinks so. "All Nvidia has to do is show up sober and the stock rallies." Tony joins Maggie Lake today to talk Nvidia, Bitcoin, gold DOGE and more. We also hear a clip from Maggie's chat w/ Alyosha substack author JJ on the reality around a gold audit. Follow Tony on the Macro Dirt Podcast here: ‪@MacroDirtCast‬ And subscribe to his work here: https://tgmacro.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com
To subscribe to Aloysha substack: https://substack.com/@alyosha745
Chapters
00:00 Nvidia Earnings Anticipation
02:55 Market Reactions and Tech Sector Dynamics
05:59 Shifts in Investment Focus
09:05 Global Market Comparisons
12:06 Defensive Strategies in a Bull Market
14:50 Bitcoin's Market Position
17:58 Gold's Performance and Future Outlook
21:01 Final Thoughts on Market Trends
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
