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Investing Experts

Jared Dillian on market sentiment and private equity's big bubble

Mar 20, 2024
Jared Dillian discusses market sentiment and the potential bubble in private equity. The Fed's interest rate plans, lack of bond signals, and warnings about leveraged ETFs are highlighted. Insights on the second half of 2024 and the importance of filtering out noise in investing are also shared.
27:42

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Quick takeaways

  • Market sentiment analysis is crucial for trading decisions, focusing on private equity's systemic risks is essential for long-term investment strategies.

Deep dives

Background and Experience in Finance and Writing

Jared Dillian began his finance career in 1999 on Wall Street, working for Lehman Brothers in equities and ETF trading. He later started the newsletter 'The Daily Dirtnap,' emphasizing sentiment analysis over quantitative data in markets. Dillian views himself as a writer first and analyst second, specializing in interpreting market sentiment for trading.

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