The Roaring Twenties: Inflation, Equity Melt-Ups, and Extreme Bond Pain

Published on
April 7th, 2021
Duration
29 minutes

Investor Sentiment Peaking, Coinbase Taking Off, and Archegos Imploding


The Roaring Twenties: Inflation, Equity Melt-Ups, and Extreme Bond Pain

Daily Briefing ·
Featuring Jared Dillian and Jack Farley

Published on: April 7th, 2021 • Duration: 29 minutes

Jared Dillian, publisher of The Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how America’s red-hot economy is precipitating wage inflation alongside monetary and fiscal stimulus, worth trillions of dollars, which shows no sign of slowing. Dillian argues that this booming reflationary environment will be hostile to bonds but could lead to a “melt-up” in U.S. equity indexes as value stocks surge and growth stocks remain at hold their own. Lastly, Dillian and Farley cover gold, retail leverage, and the Federal Reserve’s release of its minutes from the FOMC’s meeting in March.