Real Vision: Finance & Investing

A Tale of 2 Economies with Jared Dillian

Jun 8, 2023

35:23

Creator website

Episode guests

Jared Dillian

Highlights

AI Chapters

Episode notes

The Hardest Macro Environment Ever

01:58

Introduction

3min

The Market Is Starved for Doomish Data

2min

The Return to Risk Appetite

2min

The Liquidity Drain From T-Bills

2min

AI Has Saved the Market

1min

The Future of AI

3min

The Future of AI

3min

The Future of the Market

2min

The Fed and the Great Depression

2min

10.

The Worst Marketing Message of All Time

2min

11.

The Bearishness of the AI Trade

2min

12.

The Importance of Understanding AI

2min

13.

The Hardest Macro Environment Ever

2min

14.

The Price Action in Argentina Stocks Is Perking Up

2min

15.

The Rise of Emerging Markets

2min

16.

The Crazy World of AI

3min

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss the resilient U.S. economy, the recession in Europe, what's causing stocks to push higher, and how these developments will influence Fed decision-making on interest rates next week. You can find more of Jared's work here: https://wggtb.substack.com

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