More Pain Ahead? With Jared Dillian скачать в хорошем качестве

More Pain Ahead? With Jared Dillian

Well, we made it through the week. On Talking Markets today, Maggie is joined by Jared Dillian, editor of The Daily Dirtnap and founder of Jared Dillian Money. They chat about the lower-then-expected CPI number and what it means for the dollar, whether there's more upside in gold, why Jared thinks the bond market is still "a mess," and what he sees next for the S&P. Side note: If you think some portfolio insurance might be a good idea, Jared has just released an Options Masterclass - you can get that here: https://www.jareddillianmoney.com/go/... Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. 00:00 - Introductions with Jared Dillian 00:40 - Market Sentiment: How Jared Feels Heading into the Weekend 03:00 - No Slowdown in Headlines: What It Means for Markets 04:25 - Why You Shouldn’t Be Tempted by This Market 07:00 - Options Masterclass: Why Experience Matters Now 09:00 - How Much Lower Can the Dollar Go? 11:40 - Cutting Through the Noise in a Chaotic Market 12:50 - Does the Pace of Change Signal Bigger Shifts? 14:20 - Are Tariff Deals Already Priced In? 15:45 - Have We Seen the Market Bottom? 18:20 - Liquidity Concerns: How Jared Is Thinking About It 20:10 - Gold's Recent Move and What It Tells Us 23:05 - Copper Trade Outlook 23:40 - What Comes First: 4.75% or 4.25% on the 10-Year Yield? 24:10 - Damaged Confidence in U.S. Assets 26:10 - Emerging Markets: Are There Opportunities Outside the U.S.? 27:10 - Will the Fed Step In at Some Point? 29:30 - Is the Market Waiting for a Trade Deal Announcement? 30:20 - Closing Thoughts #tariffs #bonds #bessent #deficit #treasury #dollar #rates #economy #marketanalysis #investing #stockmarket #investing #tariffs #investmentstrategy #talkshow #podcast #tradingopportunities #marketopportunities #liquidity #thefed #gold #silver #cycles #monetarypolicy #thefed