Buy the Rumor, Sell the News

Buy the Rumor, Sell the News

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Episode
443 of 2047
Længde
28M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices


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