The Morning Navigator's Tony Greer is back, and he's bullish - bullish on stocks anyway, not so much gold. He joins Maggie Lake on Talking Markets today to discuss why he thinks we're in a risk-on environment, why everyone is UNDERinvested in the US, thoughts on the progress of the "big, beautiful bill," and more. 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*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.