Jared Dillian - If You Think 2016 is the Opposite of 1981, then You Should Do the Opposite | #5

Published: June 27, 2016, 11:50 p.m.

b'Meb starts by asking Jared to discuss a point from one of Jared\\u2019s newsletters: \\u201cIf you think 2016 is the opposite of 1981, then you should do the opposite. In 1981, you should have bought stocks, sold gold, and bought bonds\\u2026\\u201d Jared gives us his thoughts, discussing how the landscape is far different now than in \\u201981, from heightened regulations to left-leaning policies. How should your portfolio respond? This dovetails into Meb and Jared discussing their \\u201cdesert island\\u201d strategies (what would you invest in if you were about to be stuck on a desert island for 10 years). Then we hop to the Fed\\u2026 Jared has a great quote \\u201cThe Fed will pursue the path of least embarrassment.\\u201d He goes on to say how the fear of being embarrassed is the primary thing driving all the Fed\\u2019s decisions. What does this mean for their future decisions? They then switch gears, discussing a specific market bubble happening right now (it\\u2019s up 37% year-over-year). The problem is it\\u2019s going to pop \\u2013 with \\u201cbig implications for the global economy.\\u201d What is it? Find out on Episode #5.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'