Buy the Rumor, Sell the News

Published on
February 24th, 2021
Duration
28 minutes


Buy the Rumor, Sell the News

Daily Briefing ·
Featuring Jack Farley and Jared Dillian

Published on: February 24th, 2021 • Duration: 28 minutes

Has speculative mania reached a fever pitch? Will rising Treasury yields drag high-flying growth stocks back to the ground? Real Vision editor Jack Farley welcomes Jared Dillian, Bloomberg Opinion columnist and editor of The Daily Dirtnap, to the Daily Briefing to explore these questions and explain how he is navigating these frothy, choppy markets. Dillian shares his thoughts on everything from his bullishness on commercial real estate and energy stocks to his concerns about liquidity mismatches in Cathie Wood’s ARK ETFs. Dillian explains to Farley why he is long puts on “growthy” tech names like Tesla and Facebook and notes why he remains very constructive on gold and precious metals.