A Tale of 2 Economies with Jared Dillian

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 8 June 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss the resilient U.S. economy, the recession in Europe, what's causing stocks to push higher, and how these developments will influence Fed decision-making on interest rates next week. You can find more of Jared's work here: https://wggtb.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.8	to the smartest minds and finance.
0:08.9	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor.
0:22.1	And now to the top analysis of today's markets.
0:32.8	Is this a tale of two economies?
0:34.5	Hi everyone, welcome to the ReelVision daily briefing with me today is Jared Dillion,
0:38.9	editor of the daily dirt nap newsletter and newly minted MFA.
0:43.6	Hi Jared.
0:44.5	Hey, how you doing?
0:45.7	Congratulations on the additional degree.
0:48.4	It's fantastic.
0:49.6	Thanks. Yeah, I am, I've only heard of one other person that has both an MBA and an MFA.
0:57.5	I think I'm only the second person to do that.
1:00.1	So that's amazing.
1:01.5	Well, you might be really sort of predicting the future with this.
1:07.5	I'm trying to find the right word, not foreshadowing because we're living in it,
1:10.2	but we're going to dive into AI as we've been doing all week in a moment because that
1:14.2	combination of the creative and the and the finance may be what we all need to kind of turn
1:19.5	ourselves into if we're going to survive this.
1:21.6	But before we get there though, just wanted to kind of start broadly with the markets
	...

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