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.
____
Follow Jared Dillian on Twitter
https://twitter.com/dailydirtnap
Follow Jack Farley on Twitter
https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter
https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter
https://twitter.com/Blockworks_
____
Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research
https://www.blockworksresearch.com/
____
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://rb.gy/5weeyw
Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter:
https://rb.gy/feusos
____
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?