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Real Vision: Finance & Investing

What Can Stop This Market Rally? With Jared Dillian

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 30 June 2023

⏱️ 35 minutes

🧾️ Download transcript

Summary

Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to discuss the current equity rally, how sentiment has shifted, the state of commercial real estate and regional banks, and where he spots a value opportunity.You can find more of Jared's work here: https://www.dailydirtnap.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.

0:22.2

I'm now to the top analysis of today's markets.

0:33.0

What can stop this equity rally?

0:34.6

Hi everyone. Welcome to the ReelVision Daily briefing with me today is Jared Dillion Editor

0:39.0

of the Daily Dirtnap Newsletter. Hey Jared, how are you?

0:42.0

Good, how are you?

0:43.1

I'm doing good. It's Friday before a long holiday weekend, although it's one of those weird ones

0:49.2

because July 4th falls on Tuesday. So Monday technically is not a holiday, but

0:54.4

well, at least no one will be working.

0:56.4

At least it's not one of those years where July 4th falls on a Wednesday.

0:59.8

That's even worse. That's just ruins everything.

1:02.0

That does. That's even worse. But it's going to, for all means and purposes, it's a long holiday

1:06.8

weekend because there will be like non-existent volume on Monday and it seems like everybody's

1:11.1

going into the weekend feeling pretty upbeat at least about US equities. We had stocks on track

1:16.3

to finish the week with a strong rally right now. Of course, they're still trading because we're

1:20.3

doing this midday mid-session, but they're gains of 1% across the board, Apple and Meta leading the

1:27.0

way, Apple hitting a $3 trillion market cap. What do you make of the market action?

1:38.3

I keep looking for signs that we might be nearer top. I guess the title of this is

...

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