The Contrarian Investor Podcast
Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap
Dec 5, 2023
Jared Dillian, a financial analyst and author, discusses his bullish views on short-term Treasuries and his less optimistic outlook for the US economy. He also talks about his career at Lehman Brothers, the risks of inflation, and the importance of job security in finance.
40:08
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Quick takeaways
- Short-term Treasuries are a bullish investment option that requires belief in imminent rate cuts by the Fed.
- Trusting stock market indices as a sole investment strategy can lead to missed long-term benefits and significant volatility.
Deep dives
Investing in an Index is Risky
Trusting a stock market index with your life savings is a common mistake. While index funds may offer good returns, they also come with significant volatility. This means that when the market experiences a downturn, people often panic and sell, missing out on the long-term benefits of compounding. It is important to stay invested and focus on long-term goals rather than getting swayed by short-term market fluctuations.
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