Tony Greer

Research profile

Tony Greer is a veteran macro trader and commentator, founder of TG Macro and former Goldman Sachs J. Aron commodities trader. Across the supplied transcripts he comes across as a highly tactical, chart-aware market participant who emphasizes risk management, relative strength, positioning, and cross-asset confirmation over long-horizon forecasting. He repeatedly frames his edge as reading what markets are actually doing, not predicting fixed outcomes.

Economic vision

Greer’s recurring worldview is broadly commodity- and real-asset-friendly, with a persistent skepticism toward U.S. dollar strength and a growing caution on concentrated tech leadership. He is repeatedly bullish gold, silver, copper, uranium, oil, coal, and platinum, and often treats gold as both a structural bull and a hedge against monetary/institutional fragility. He describes rates as range-bound rather than terminally inflationary or recessionary, which he sees as supportive for equities overall, but he often expects leadership to rotate toward natural resources, cyclicals, and miners while tech—especially semis and software—backs off after extended rallies. He also links commodity strength to geopolitics, inflation risk, and dollar debasement, while remaining open to rotation and not treating any thesis as permanent.

Reliability notes

• Admin-validated speaker with linked X / Twitter profile.
• Preview built from 16 analyzed appearances.
• Latest tracked appearance: 2026-07-02 19:00.
• Most often seen on Maggie Lake Talking Markets.