Dec 5, 2023
This podcast episode was recorded Nov. 29, 2023 and made
available to premium subscribers the following day. To become a
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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
- 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)
More on the Guest
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