Short-Term Treasuries the Place to Be: Jared Dillian, Daily Dirt Nap

The Contrarian Investor Podcast

Nathaniel E. Baker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nathaniel E. Baker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

11M ago 40:08

MP3•에피소드 홈

This podcast episode was recorded Nov. 29, 2023 and made available to premium subscribers the following day. To become a premium subscriber, sign up through our Substack or Supercast.

Jared Dillian of the Daily Dirt Nap joins the podcast to discuss his bullish views on short-term Treasuries and less optimistic outlook for the US economy. He also discusses his work as an author and views on disparate issues facing society.

Note: The podcast episode contains some mature language.

Content Highlights

The 'soft landing' scenario appears to have become the base case. Dillian doesn't quite buy that (1:37);
To be bullish on short-term Treasuries one needs to believe the Fed is going to cut rates. That is imminent (4:26);
Addressing the inflation bogeyman. The risk has maybe receded over the short term, but what about a return over the medium term? There is historical precedent for this from the last time inflation was a serious force in the US... (9:37);
Background on the guest and a broad discussion of his time at Lehman Brothers (including its downfall), working on Wall Street, career paths, education, and more...(15:48)