54 min listen
Jared Dillian's Macro Outlook for Markets & Best Practices for Investors : DB-Oct 21
Jared Dillian's Macro Outlook for Markets & Best Practices for Investors : DB-Oct 21
ratings:
Length:
34 minutes
Released:
Oct 21, 2020
Format:
Podcast episode
Description
Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. Dillian shares his thoughts on why investors whose sole focus is on returns fail and how to structure a portfolio that properly accounts for risk. He also breaks down how he gets exposure in real estate as well as how he’s thinking about the implications of the Fed backstopping the credit markets. Dillian also covers his thoughts on Bitcoin, time horizons, U.S. election outcomes, and trend following. In the intro, Real VIsion’s Nick Correa share the latest CEO confidence numbers and the next big, potential SPAC deal between Michael Bloomberg and Bill Ackman.
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Released:
Oct 21, 2020
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 2 - Geopolitical Framework for Investing: No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors... by Real Vision Daily Briefing: Finance & Investing