Episode 35: Is This A Ceasefire Trap? With Jared Dillian

Following the announcement of the Iran ceasefire, stocks are soaring and oil prices plunging. Jared Dillian, editor of The Daily Dirtnap, joins Maggie Lake on Talking Markets to explain why he thinks markets may significantly overshot in both directions, and discuss whether this relief rally is a genuine turning point or a dangerous trap for those ignoring the underlying geopolitical risks. Jared also updates us on his broader macro outlook, where he has been nailing trades in commodities, metals, and international stocks. Get more from Jared here: www.jareddillianmoney.com Follow Jared on ‪‪@MacroDirtCast‬ And on Instagram: @DJstochasticSupport us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse