Ag Squawk | Jared Dillian & Davis Michaelsen | How To DJ Techno And Hedge Chaos
AG Bull
<p><a href="https://www.buzzsprout.com/1848225/fan_mail/new" rel="nofollow">Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.</a></p>
<p>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.<br>• quick read on grains and livestock alongside shifting sentiment and inflation data<br>• Jared’s view of leverage, zero DTE options, and why he stays bullish on volatility<br>• Why South Korea and Taiwan semiconductors matter to U.S. tech and the AI trade<br>• the “every shortage is followed by a glut” framework applied to AI capex<br>• What Jared looks for in gold price action and why silver offers right-tail upside<br>• Why deflation could be the next big worry if the tech bubble breaks<br>• a practical definition of a bubble tied to money made versus effort<br>• how technology booms often crash, go sideways, then finally deliver real winners<br>• The “Awesome Portfolio” concept: stocks, bonds, gold, cash, real estate at 20% each<br>• bond market sentiment as a contrarian signal when longtime bulls capitulate<br> Go to daily dirtnap.com, hit the subscribe button.</p>
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<p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits. </p>
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