Another Thematic Shift

<p>In this podcast, Tony and Jared discuss the Iran conflict, rising yields, SpaceX weakness, semiconductors, gold, oil, and why markets may be nearing a major turning point.</p><p>-----------------------------------</p><p>TG Macro Conference is BACK; book your slots Now - ⁠<a href="https://www.youtube.com/redirect?event=comments&redir_token=QUFFLUhqbjVyWUFsQ05Yc09hSVFEYXY3U2FmR1NpcUFGUXxBQ3Jtc0tuT0EwaXAtZGkycWNEVHltU0twb1ZiWXd6REJKTVVMSmxhV0p3SndieklsckpfT0t4VmVUN2M3b0FudUcxZEtkXzJXak42ZHo2Q19iazF5UTQ2YlN2Tmh1S2hWWWdlckJUS2RKbDdSUkhrY0IyY1IwQQ&q=https%3A%2F%2Ftgmacro.com%2Fconference%2F%25E2%2581%25A0" target="_blank" rel="nofollow">https://tgmacro.com/conference/⁠</a></p>