Episode 390: Vein-Popping Bullishness on Commodities, Bearishness on Stocks episode artwork

EPISODE · Sep 6, 2024 · 16 MIN

Episode 390: Vein-Popping Bullishness on Commodities, Bearishness on Stocks

from Be Smart by Jared Dillian

Jared and Cameron discuss Jared's upcoming short story collection, NIGHT MOVES, before diving into commodities and skepticism toward Goldman Sachs' copper forecast. They also discuss the recent decline in Nvidia's stock price and its implications, the outlook for stocks in September, the use of puts as an alternative to short selling, and the allocation of new investments in the Awesome Portfolio.

Episode metadata supplied by the publisher feed · Published Sep 6, 2024

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Episode 390: Vein-Popping Bullishness on Commodities, Bearishness on Stocks

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