Jun 4, 2026 · 25 min · 11 segments
In this podcast, Tony and Jared discuss the SpaceX IPO, semiconductor excess, oil, copper, bonds, and whether markets are approaching a major turning point. \---------------------------- Tony's…
Tony GreerHostJared DillianHost
I mean, I feel like we should be expecting this almost at this point leading up into this IPO.
Like, you know, we've got things like the S&P, excuse me, the semiconductors, the SOX is 73% above its 200-day moving average.
You know, two years ago, do you remember when their president imposed martial law? And he got kicked out of office.
Well, if you bought like I actually pointed it out at the time, there was a DeMarc 13 buy on the day that martial law was imposed.
I mean, I feel like we should be expecting this almost at this point leading up into this IPO.
Like, you know, we've got things like the S&P, excuse me, the semiconductors, the SOX is 73% above its 200-day moving average.
You know, two years ago, do you remember when their president imposed martial law? And he got kicked out of office.
Well, if you bought like I actually pointed it out at the time, there was a DeMarc 13 buy on the day that martial law was imposed.
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