EPISODE · Feb 25, 2021 · 30 MIN
Buy the Rumor, Sell the News
from Real Vision: Finance & Investing · host Real Vision Podcast Network
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
What this episode covers
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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Buy the Rumor, Sell the News
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