The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market conditions, macroeconomic trends, and controversial investment perspectives. Jared shares his unique takes on everything from tariffs to portfolio construction, offering insights that often challenge conventional wisdom.
Topics Covered:
Jared's contrarian view that tariffs are deflationary rather than inflationaryThe potential long-term decline of the dollar despite possible short-term strengthHow financial wars have replaced hot and cold wars in…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.