Podcasts Real Vision Daily Briefing: Finance & Investing Jared Dillian's Macro Outlook for Markets & Best Practices for Investors : DB-Oct 21

Episode Summary

Oct 21 2020 . 31 MIN
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Jared Dillian's Macro Outlook for Markets & Best Practices for Investors : DB-Oct 21

Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. Dillian shares his thoughts on why investors whose sole focus is on returns fail and how to structure a portfolio that properly accounts for risk. He also breaks down how he gets exposure in real estate as well as how he’s thinking about the implications of the Fed backstopping the credit markets. Dillian also covers his thoughts on Bitcoin, time horizons, U.S. election outcomes, and trend following. In the intro, Real VIsion’s Nick Correa share the latest CEO confidence numbers and the next big, potential SPAC deal between Michael Bloomberg and Bill Ackman.

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Hosts

Ash Bennington headshot

Ash Bennington

Maggie Lake headshot

Maggie Lake

Raoul Pal headshot

Raoul Pal

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