30:54

EssentialDaily Briefing

When The Music Stops: Airlines, Gold, and Inflation Nirvana

Featuring Jared Dillian and Jack Farley

Apr 21, 2021 • 30 minutes

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Essential

Daily Briefing

When The Music Stops: Airlines, Gold, and Inflation Nirvana

Jared Dillian breaks down how market sentiment is evolving, the pause of the re-opening trade, and the renewed vigor in speculative activity.

Featuring Jared Dillian and Jack Farley

Apr 21, 2021 • 30 minutes

Jared Dillian, founder of The Daily Dirtnap, joins Real Vision’s Jack Farley to break down how market sentiment is evolving, the pause of the re-opening trade, and the renewed vigor in speculative activity. Dillian puts the remarkable rise of Dogecoin alongside other high-flyers such as Tesla, SPACs, and GameStop, exploring how rising rates could unwind leverage and cause some of these trades to implode. Dillian then discusses why he decided to exit the airlines, an industry on which he was previously very constructive. Dillian evaluates other re-opening sectors such as commercial real estate and theme parks before explaining why he is doubling down on his inflation trades and gearing his holdings to an even higher level of inflation exposure such as gold, land, and food. 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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