Daily Briefing: Jared Dillian: The “Value Rotation” Has Just Begun
Jared Dillian of The Daily Dirtnap returns to Real Vision to share his analysis on the latest financial news. In a live interview with Real Vision editor Jack Farley, Dillian makes sense of the the soaring prices of lumber, copper, and live hogs; commodity backwardation; and the latest economic data. Dillian provides a strategic update on his bearish bond thesis and interprets yesterday’s serious nosedive in U.S. tech stocks. Dillian incorporates the ongoing fiscal and monetary stimulus into his inflationary framework and makes several key points about the minimum wage.
Wed, 05/05/2021 – 14:00