A Recession Is Inevitable with Jared Dillian

WTFinance

Interview recorded - 7th of November, 2023
On this episode of the WTFinance podcast I had the pleasure of speaking with Jared Dillian - a writer, author, DJ, and speaker.
During our conversation we spoke about why a recession is inevitable, whether a FED pivot is imminent, how this will impact bond prices, how to be financially successful and more. I hope you enjoy!
0:00 - Introduction
1:04 - Jared’s current thoughts about what is happening in the markets?
3:18 - Was recent GDP read abnormal?
4:00 - Key indicators Jared will be watching
6:26 - What would have to happen for the FED to pivot?
7:46 - Why would FED cut if recession isn’t deep?
10:16 - Would cutting be good for equities?
11:44 - Why won’t we see a new normal?
14:06 - Are geopolitical risk being price into market?
15:31 - What was Jared’s influence for writing his book?
20:11 - Will we continue to see the 60/40 portfolio?
21:26 - One message to takeaway from conversation?
Jared Dillian is the editor The Jared Dillian Letter at Jared Dillian Money.
Jared also writes The Daily Dirtnap. And he hosts the BE SMART podcast, where he shares punchy, unconventional personal finance advice.
From 2001 to 2008, Jared worked at Lehman Brothers—first as an index arbitrage trader and then as head of the ETF trading desk, where he routinely traded over $1 billion a day in volume.
After Lehman, Jared started his own newsletter, The Daily Dirtnap, where he shares a wealth of trade ideas for sophisticated, self-directed investors.
Jared’s Street Freak advisory translates the Dirtnap’s unique market commentary into specific, actionable investment guidance, while Strategic Portfolio gives subscribers the premier “set it and forget it” portfolio.
If you want to dip your toes in the waters of Jared’s inimitable writing style and analysis, consider reading Jared Dillian Money, his free weekly e-letter.
Jared’s memoir, Street Freak: Money and Madness at Lehman Brothers, was named Businessweek’s #1 general business book of 2011. He published his first novel, All the Evil of This World, in 2016. He has a new book coming out on January 23, No Worries: How to Live a Stress-Free Financial Life.
Pre-order your copy here: www.buynoworries.com
Jared has been a regular contributor at Bloomberg Opinion, Forbes, and other major outlets. He has been featured on MSNBC, Bloomberg TV, The New York Times, The Wall Street Journal, LA Times, Business Insider, and dozens of local and syndicated radio programs. Additionally, he was an adjunct professor in the graduate business program at Coastal Carolina University from 2013–2018.
Jared Dillian’s ideas and writing can be found at Jared Dillian Money.
Jared Dillian:
Website - http://jareddillianshow.com/
TikTok -  https://www.tiktok.com/@jareddillianmoney
Instagram - https://www.instagram.com/jareddillianmoney/
Twitter - https://twitter.com/dailydirtnap
WTFinance -
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Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas