The Energy Trade Has Gone Too Far | Jared Dillian

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Jared Dillian, publisher of The Daily Dirtnap, joins Jack to argue that European energy inflation will not, as many believe, cause an economic crisis. Instead, Dillian contends that, no matter the long-term consequences, governments will find solutions to the energy shortage such as price caps on commodity prices, which Dillian says will “crush” speculators. Dillian shares his framework for evaluating investor sentiment in order to discern the mood of the market and identify ideal turning points to take on contrarian positions.

Filmed on September 8, 2022.
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Timestamps:

00:00 Introduction
00:33 Measuring Sentiment via Twitter
04:08 Why Jared Thinks Europe Can Handle Its Energy Situation
06:08 "Speculators Will Get Crushed"
08:08 The Low Cost Basis Fallacy
14:43 Natural Gas
16:30 Price Caps In Energy May Be Coming
21:07 Why Jared Was Bullish on Oil in early 2021
25:30 The Bubble In Macro Doom
27:12 Central Banks Can't Print Oil
31:43 Outlook on Housing & Stocks
36:22 Jared Dillian As Head Of The Federal Reserve
40:06 "Why Are You Not More Bearish?"
48:25 The Dollar
56:22 Longer-Term Outlook on Inflation
58:40 Jared's Book & Concert
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Disclaimer: 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.