Jared Dillian: Sentiment Is Still Really, Really Bad

Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s no longer bearish on natural gas, why he thinks the May Fed meeting could be a catalyst for gold, and why hedge fund managers who are still short officer REITs (real estate investment trusts) will get their faces he’s no longer bearish on natural gas. He discusses several essays from his latest book, “Those Bastards: 69 Essays On Life, Creativity, & Meaning.” Filmed on April 17, 2023.

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Timestamps:

(00:00) Intro

(04:01) Shorting Commercial Real Estate Is A Crowded Trade

(08:36) Outlook On Stocks

(12:24) Healthcare Sector

(14:53) Permissionless

(15:56) "Gold Is Super Interesting"

(19:26) Gold Mining Stocks

(22:29) May Fed Meeting Could Be "Next Big Catalyst" For Gold

(24:54) Is It Time To Get Bullish On Bonds?

(27:25) "The Labor Market Will Weaken A Bit"

(28:38) Jared's New Book

(30:03) What Is Luck?

(36:55) Blockworks Research

(37:55) Is Finance Depraved?