What podcasts say about Tony Greer
Every statement, with the speaker, the exact quote and the moment it was said.
What Tony Greer has said on podcasts
21 statements · 8 positive · 7 negative · 4 mixed · 2 neutral
“if that does happen that would be unbelievable for the markets that'll be you know industrials will be bid only for a little while and that'll be exciting the miners will all come back to life and things like that”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 9:11
The semiconductor bubble’s chart has begun breaking down.
“I think semi, you know, the bubble, I've been talking about it and I finally made some money today on it with a big, you know, down move being short. But that chart just started to come undone.”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 10:15
Anthropic-related developments could push the Nasdaq 5–10% lower.
“they could be heaving this into a Nasdaq that's five, 10 percent lower here by then or more”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 10:32
Natural resources will withstand the selloff while technology reprices lower.
“natural resources and commodities are going to live through this. And tech is just going to have to reprice”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 11:03
The Nasdaq will decline while energy producers, miners, industrials, and materials outperform.
“the Nasdaq really comes off. And the only thing that survives are like E&P, gold miners, you know, industrials, basic materials, things like that.”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 12:06
The October bond-market low will not be revisited.
“We're not going to see that price.”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 15:24
Tony Greer intends to buy declines in bonds.
“I'm looking to buy the dip in bonds.”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 16:12
Greer favors basic materials, natural resources, and bonds over technology.
“I want to stay bullish in basic materials and natural resources. I want to stay bullish in bonds. I want to stay bearish in tech.”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 17:04
The AI bubble is currently bursting.
“you've got this AI bubble that's bursting all over your face”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 20:28
A 10% Nvidia decline would cause a large S&P decline.
“if NVIDIA is off 10% in a day, you know, the S&P is going to be down big”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 20:42
Bitcoin’s bullish breakout remains technically intact.
“my blue sky breakout is still intact”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 21:49
Semiconductors remain attractive shorts, while gold and miners warrant attention.
“there's still room in the semi-short and gold and gold miners now are a trade that I don't want to take my eye off”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 22:11
Gold’s range consolidation may precede another secular bull-market advance.
“the market just goes back to doing what it was doing which is consolidating within a range, looking for its next excuse to get on a bull market run in a secular bull market”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 23:57
The bond market has barely moved since the election.
“The bond market hasn't moved since the election.”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 25:18
December rate-hike odds will collapse if technology weakness continues.
“the chances of a hike in December are going to collapse if this continues at all”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 31:38
CoreWeave’s credit is deteriorating.
“CoreWeave credit is coming undone”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 32:16
Semiconductors may gap lower again and accelerate their breakdown.
“semis look like they can. they can leave another like gap or two on the chart here and just break away”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 34:43
Home-construction stocks have held flat despite severe adverse conditions.
“the setup in those are this year they got the kitchen sink thrown at them right seven dollar diesel seven and a half percent more seven or whatever seven percent mortgage rates whatever um and i'm looking at them and i'm like they're unchanged on the year”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 38:46
Home-construction stocks may avoid the semiconductor collapse and withstand energy volatility.
“it could be a sneaky one that can avoid the semi-collapse and sort of live through a couple of other things going on with energy moving around”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 39:31
Crude oil’s 200-day moving average is immediately below its current price.
“The 200 day moving average is right below”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 44:54
Greer plans to take a small long crude-oil position.
“i will be long a little bit of crude oil going home”
Open the episode · Long Gold And Short Semis Into Year-End? | Weekly RoundupListen at 45:01
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.