Jared Dillian: "The Next Crisis Will Come from China"
Real Vision: Finance & Investing
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The Most Burnt Tree in the Wildfire?
Jerrid: I'm not constructive on the equity world really at all. What do you think will be the least burnt tree in the wildfire? Sounds like the most burnt tree is these hypergrowth names. grocery stores, consumers, staples. Jerrid: i've liquidated probably six or 70 % of the portfolio in the last two weeks. A lot of the stuff that i liquidated continued to go up,. which doesn't really feel great, but i i think it was the prudent thing to do.
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