51 min listen
Buy the Rumor, Sell the News
ratings:
Length:
30 minutes
Released:
Feb 25, 2021
Format:
Podcast episode
Description
DB-Feb24,2021: 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.
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Released:
Feb 25, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 5 - China’s One Belt One Road: Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. by Real Vision: Finance & Investing