Veteran Investor: AI will CRASH stocks but THIS PORTFOLIO SURVIVES

Jared Dillian is a Wall Street veteran, the editor of the The Daily Dirtnap, and the author of the new book "The Awesome Portfolio." He joins Phil Rosen on Full Signal to discuss why he's bullish on bonds right now, his version of a perfect portfolio, why he's bearish on the AI trade, and how gold and bitcoin fit into a modern portfolio.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Are we at the top?2:50 - Bullish on bonds6:10 - Treasury's bond buyback plan12:42 - The economy without AI15:29 - Parallels to the dot-com17:44 - Costco indicator20:21 - The Awesome Portfolio26:26 - Real estate27:56 - Gold30:41 - Cash32:17 - Performance in a crash38:00 - Where to find Jared#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed