Real Vision: Finance & Investing Is a U.S. Recession Still in the Cards? | Ash Bennington & Jared Dillian
19 snips
May 6, 2025 
Jared Dillian, author of the Daily Dirtnap newsletter, shares his candid insights on why he predicts an inevitable U.S. recession. He dives into his bullish stance on gold and foreign equities, particularly in Latin America, where he sees attractive dividend yields amidst political uncertainty. The conversation explores the shifting dynamics of market sentiment affecting gold and Treasuries, as well as Bitcoin's unique potential as a non-correlated asset during turbulent times. Dillian's analysis paints a vivid picture of the financial landscape ahead.
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Jared's Early Video Anecdote
- Jared Dillian shared his early struggles filming Real Vision videos alone, which were a complete disaster.
- This highlights the challenging start of innovative content creation in finance media.
Market Feels Broken Like 2001-02
- The recent market price action feels "broken" and different according to Jared Dillian's intuition from 26 years of trading.
- He compares the current market to the 2001-2002 period that saw a bounce and then a deeper bear market.
Intuition Over Quantification in Markets
- Jared Dillian relies on intuition to read market price actions that don't fit quantitative rules.
- Current market moves feature bigger down days with more frequency, unlike typical bull markets.
