Jared Dillian: Sentiment Is Still Really, Really Bad
b'Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he\\u2019s no longer bearish on natural gas, why he thinks the May Fed meeting could be a catalyst for gold, and why hedge fund managers who are still short officer REITs (real estate investment trusts) will get their faces he\\u2019s no longer bearish on natural gas. He discusses several essays from his latest book, \\u201cThose Bastards: 69 Essays On Life, Creativity, & Meaning.\\u201d Filmed on April 17, 2023.\\n\\ufeff____\\nFollow Jared Dillian on Twitter https://twitter.com/dailydirtnap\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n____\\nUse code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:\\nhttps://blockworks.co/event/permissionless-2023\\nResearch, news, data, governance and models \\u2013 now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/\\n____\\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\\nhttps://rb.gy/5weeyw\\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \\u201cDaily Debrief\\u201d Newsletter: https://rb.gy/feusos\\n____\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\\nTimestamps:\\n(00:00) Intro\\n(04:01) Shorting Commercial Real Estate Is A Crowded Trade\\n(08:36) Outlook On Stocks\\n(12:24) Healthcare Sector\\n(14:53) Permissionless\\n(15:56) "Gold Is Super Interesting"\\n(19:26) Gold Mining Stocks\\n(22:29) May Fed Meeting Could Be "Next Big Catalyst" For Gold\\n(24:54) Is It Time To Get Bullish On Bonds?\\n(27:25) "The Labor Market Will Weaken A Bit"\\n(28:38) Jared\'s New Book\\n(30:03) What Is Luck?\\n(36:55) Blockworks Research\\n(37:55) Is Finance Depraved?'