The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
Excess Returns
00:00
Navigating Market Challenges and Opportunities
This chapter explores the challenges faced by regions lacking innovation, drawing parallels to value investing and examining the potential for U.S. recession amidst tariff concerns. The speakers discuss market sentiment, contrasting bearish views with their own bullish perspective, while also analyzing the implications of tariff policies on advertising and market stability. They further delve into strategies involving the volatility index, VIX, and the use of social media to gauge public sentiment in the financial landscape.
Transcript
Play full episode
