Forward Guidance The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
17 snips
Dec 30, 2023 The speaker discusses their bearish outlook on the stock market and private equity, highlighting high levels of bullish sentiment. They explore the challenges of short selling Blackstone and discuss the risks associated with private equity. The chapter also delves into the speaker's bearish outlook on stocks and private equity, as well as their predictions for further decline in rates on the yield curve. Additionally, they share their bearish stance on the stock market, their oil outlook, and promote an upcoming conference. They explore the concept of dollar cost averaging and index funds. The chapter also discusses the psychology behind people's financial decisions and the importance of sizing trades appropriately.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Stock Market Correction and Potential Bear Market
01:36 • 2min
Shorting Blackstone and Evaluating the Risks of Private Equity
03:24 • 2min
The Changing Portrayal of Financial People in Movies
05:44 • 19min
Stock market stance, oil outlook, and upcoming conference promotion
24:40 • 4min
Investing in Index Funds and Mitigating Volatility
28:38 • 12min
The Irrationality of Financial Decision Making
40:50 • 4min
Discussion on Sizing Trades, Crypto Sentiment, and Gold as a Long-Term Investment
44:36 • 3min