52 min listen
Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite” | #5
Jared Dillian - “If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite” | #5
ratings:
Length:
43 minutes
Released:
Jun 27, 2016
Format:
Podcast episode
Description
Meb starts by asking Jared to discuss a point from one of Jared’s newsletters: “If you think 2016 is the opposite of 1981, then you should do the opposite. In 1981, you should have bought stocks, sold gold, and bought bonds…” Jared gives us his thoughts, discussing how the landscape is far different now than in ’81, from heightened regulations to left-leaning policies. How should your portfolio respond? This dovetails into Meb and Jared discussing their “desert island” strategies (what would you invest in if you were about to be stuck on a desert island for 10 years). Then we hop to the Fed… Jared has a great quote “The Fed will pursue the path of least embarrassment.” He goes on to say how the fear of being embarrassed is the primary thing driving all the Fed’s decisions. What does this mean for their future decisions? They then switch gears, discussing a specific market bubble happening right now (it’s up 37% year-over-year). The problem is it’s going to pop – with “big implications for the global economy.” What is it? Find out on Episode #5.
Released:
Jun 27, 2016
Format:
Podcast episode
Titles in the series (100)
#70: Radio Show: The 13F Guru Meb Would Follow Today: Episode 70 is a radio show format. We start with a quick catch-up, discussing the recent eclipse and Meb’s upcoming travel, including Iceland, Reno, Orlando, Amsterdam, among others. Before jumping into listener questions, we get Meb’s thoughts on... by The Meb Faber Show