A Dirtnap in the Zeitgeist

Published on
November 25th, 2019
Duration
31 minutes

A Dirtnap in the Zeitgeist

Tony Greer Interviews ·
Featuring Jared Dillian

Published on: November 25th, 2019 • Duration: 31 minutes

Jared Dillian, author of the newsletter “The Daily Dirtnap,” sits down with Tony Greer, founder of TG Macro, to talk about the market stories catching their eye: curve steepeners and cannabis stocks. Dillian breaks down his prescient call on Beyond Meat from this spring and weighs the possibility and the impact of an Elizabeth Warren Presidency in 2020. Filmed on November 14th in New York.

Comments

Transcript

  • JM
    John M.
    5 December 2019 @ 05:18
    TG never disappoints! Another great interview with good conversation on both sides. Thanks!
  • JS
    John S.
    30 November 2019 @ 02:43
    Check the ingredients of Beyond Meat - horrific. You couldn't pay me to eat that garbage
  • AB
    Andy B.
    29 November 2019 @ 16:25
    These two reminds me of the movie "Dumb and Dumber". Great entertaining video from RV. Perfect for a lazy Friday evening.
  • VS
    Victor S. | Contributor
    28 November 2019 @ 19:38
    Gents : what am i missing ? If you don’t eat meat you don’t “ save 14,000 cows “as they would never be produced if a law stopped you eating them?? . Grazing fees , and vet care alone would end producing beef . So what your saying is no cows Because you love animals (as i do ) is good for them.?
    • DB
      Doug B.
      6 December 2019 @ 02:44
      A world without cows is a world totally committed to chemical fertilizers forever. And how good is it for your favourite wildlife to cover the planet with pea field monoculture? I get it that industrial feedlots are no way to treat animals, but I am surprised a smart guy like Dillian has taken the consensus view rather than really thinking about it.
  • KS
    Kenneth S.
    27 November 2019 @ 23:32
    Daily Dirtnap is great
  • lD
    lance D.
    27 November 2019 @ 17:39
    what is the "lock up" mean plz
    • JB
      James B.
      30 November 2019 @ 17:40
      IPO buyers are required to hold their shares for a certain length of time before they are allowed to sell.
  • CL
    Chris L.
    27 November 2019 @ 14:35
    Didn't get a damn thing from this
  • CL
    Chris L.
    27 November 2019 @ 14:19
    These thumbs up/down ratios have been brutal. The comments on content haven't been all that delightful.
    • IA
      Ibrahim A.
      28 November 2019 @ 03:54
      Negative comments seem to be getting removed
    • JB
      James B.
      30 November 2019 @ 17:46
      Disappointing if RV is censoring the comments. Some comments don't contribute to constructive discourse, but white washing is not the solution. Personally I loved it when a comment that asked if Meltem Demirors was single got down voted into oblivion.
  • RR
    Rex R.
    26 November 2019 @ 23:21
    Naivety abounds to believe that Epstein committed suicide.
  • MA
    Matthew A.
    26 November 2019 @ 21:50
    Let the Greer Steer.
  • WB
    Wes B.
    26 November 2019 @ 14:11
    JD, I beat you up on twitter on a top call back in 2017. Sorry. You are a stand up guy and didn't block me. I should have been better.
  • PL
    Peter L.
    26 November 2019 @ 13:01
    Why can you only put in positive comments? Why is critique being deleted?
  • DB
    Dennis B.
    25 November 2019 @ 20:56
    Best RV interview I've seen for some time
    • TG
      Tony G. | Contributor
      25 November 2019 @ 22:41
      Thank you Dennis.
  • AB
    Amarildo B.
    25 November 2019 @ 20:21
    Beyond meat ,-).
  • TP
    Tom P.
    25 November 2019 @ 20:10
    I know these guys are buddies but I found this conversation a little too agreeable. This is actually a problem with other RV videos too. None of the assertions here were put under scrutiny.
    • TG
      Tony G. | Contributor
      25 November 2019 @ 22:42
      I politely singed him on Epstein. Totally disagreed on Beyond Meat. I could have been more critical I guess. That's fair.
  • JA
    Johan A.
    25 November 2019 @ 19:12
    Awsome! Btw check out the book Street Freak from Jared👍
    • TG
      Tony G. | Contributor
      25 November 2019 @ 20:45
      Loved it.
  • RM
    Richard M.
    25 November 2019 @ 15:46
    Great interview Tony! Always interesting to hear Jared's thoughts. I particularly liked his yield curve analysis of a bear steepener vs a bull steepener (bull steepener is what we typically get which leads to a recession). I think he may be right in that this yield curve inversion and then steepening may not presage an imminent recession like everyone seems to be counting on. Anyway, great analysis and discussion!
    • TG
      Tony G. | Contributor
      25 November 2019 @ 20:45
      Thanks Richard. Much appreciated.
  • PP
    Patrick P.
    25 November 2019 @ 14:18
    ALL Presidents have beat up on the Fed..... it's just that Twitter was not in existence.
    • CM
      Chris M.
      26 November 2019 @ 15:43
      For example, Nixon use to do it all the time. So Trump is definitely not the first, though what he is doing is not helpful to the long term economy.
  • MT
    Mike T.
    25 November 2019 @ 13:50
    zzzzzzzzzzzzzz
  • DM
    Don M.
    25 November 2019 @ 13:08
    On Bitcoin … "all the retail knuckheads" are out of the trade. Classic "smart money" contra comment.
    • DR
      David R.
      26 November 2019 @ 19:09
      Must be only in the US then, where I guess they're "all knuckleheads". US retail still into US stocks, which along with other US assets will be the absolutely worst investment class to be in for the next 1-2 decades (refer to ray dalio's "biggest investment risk").
  • JM
    Javier M.
    25 November 2019 @ 10:51
    You guys still on bitcoin?
    • TG
      Tony G. | Contributor
      25 November 2019 @ 22:43
      I'm not shaken by a dip to the bottom of the range.