Are Bonds in the Driver's Seat? with Jared Dillian

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 4 August 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the time to buy bonds. Also, we've just launched Season 2 of the Real Vision Collective. See what we're up to here: https://www.realvision.com/collective 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
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0:22.1	And now to the top analysis of today's markets.
0:39.1	Our bonds in the driver's seat, hi everyone.
0:41.0	Welcome to the ReelVision daily briefing with me today's Jared Dillion editor of the Daily
0:45.8	Dirtnap newsletter. Hi Jared.
0:48.0	Hey, I got my daily dirt nap t-shirt on today.
0:51.7	Oh, nice. So I didn't know you were, I didn't know you had swag.
0:56.1	Yeah, this is for my conference next year.
0:58.6	Oh, nice. All right. Well, we want one.
1:02.2	I know you got to plan these things ahead, right?
1:05.6	Awesome. I love it. Um, so we are midway through the US trading day.
1:11.8	Well, a little bit more than midway. Uh, and wow, looks like stocks are going to finish
1:16.6	strong here. Um, on the back of some pretty good earnings, especially Amazon's,
1:22.4	a monster, it's having a monster day today. Uh, and we had a payroll report that
1:29.6	showed payrolls grew, but a little bit less than estimated.
1:33.3	So it wasn't a blowout number.
1:34.5	Wages came in a little hotter, but overall, you know, it looks like, um, sentiment,
1:39.9	sort of, you know, leaning the way of equities again, but it's been a really interesting
	...

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