27:14

EssentialDaily Briefing

Buy the Rumor, Sell the News

Featuring Jack Farley and Jared Dillian

Feb 24, 2021 • 27 minutes

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Essential

Daily Briefing

Buy the Rumor, Sell the News

Has speculative mania reached a fever pitch? Jared Dillian explores.

Featuring Jack Farley and Jared Dillian

Feb 24, 2021 • 27 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. Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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