Jared Dillian: "The Next Crisis Will Come from China"

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 28 September 2021

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Sep27,2021: With Evergrande’s looming collapse and China’s ban on all crypto transactions, Jared Dillian, editor of The Daily Dirtnap, sees that the next crisis will be coming from China—here, he shares his thoughts on if it’s time to go short and how the nature of denial affects an investor’s psyche. Interviewed by Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2XOjbV8 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:20.0	With Salesforce Customer 360, now everyone's an Einstein.
0:24.0	Go to Salesforce.com forward slash 360 to learn more.
0:30.0	Welcome to the Real Vision Podcast Network.
0:42.0	Welcome to the Real Vision Daily Briefing.
0:44.0	It is Monday, September 27th.
0:46.0	I am Jack Farley and joined by Jared Dillion of the Daily Dirtnap.
0:50.0	Jared, how are you doing?
0:52.0	Yo, what's up?
0:54.0	I'm good.
0:55.0	I think, Jared, today I'm lucky and I think viewers are very, very lucky
0:59.0	because you come up with a little bit of a bombshell.
1:02.0	You've changed a lot of your thinking over the past two weeks.
1:05.0	You were a bull.
1:07.0	You were leading the charge on the S&P 500 up.
1:10.0	You were having your inflationary view.
1:12.0	Since then, you've changed your mind a lot and you're now actively looking for shorts.
1:17.0	So much in fact that you actually started your piece today,
1:20.0	which is called the next crisis.
	...

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