Episode Details
Back to EpisodesAg Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos
Description
We go from a real-time ag markets check to a wide-ranging macro talk with Jared Dillion on why calm markets can be the most dangerous. We dig into volatility, AI-driven speculation, metals, politics, and a simple diversified portfolio designed to help you sleep at night.
• quick read on grains and livestock alongside shifting sentiment and inflation data
• Jared’s view of leverage, zero DTE options, and why he stays bullish on volatility
• Why South Korea and Taiwan semiconductors matter to U.S. tech and the AI trade
• the “every shortage is followed by a glut” framework applied to AI capex
• What Jared looks for in gold price action and why silver offers right-tail upside
• Why deflation could be the next big worry if the tech bubble breaks
• a practical definition of a bubble tied to money made versus effort
• how technology booms often crash, go sideways, then finally deliver real winners
• The “Awesome Portfolio” concept: stocks, bonds, gold, cash, real estate at 20% each
• bond market sentiment as a contrarian signal when longtime bulls capitulate
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.