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.