Next Fed Meeting Will Be Big Catalyst For Gold | Jared Dillian

Jared Dillian, publisher of The Daily Dirtnap, returns to Forward Guidance to argue why he’s 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’s no longer bearish on natural gas. He discusses several essays from his latest book, “Those Bastards: 69 Essays On Life, Creativity, & Meaning.” Filmed on April 17, 2023. Follow Jared Dillian on Twitter   / dailydirtnap   Follow Jack Farley on Twitter   / jackfarley96   Follow Forward Guidance on Twitter   / forwardguidance   Follow Blockworks on Twitter   / blockworks_   ____ Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio... Research, news, data, governance and models – 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/ ____ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos ____ 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. Timestamps: 00:00 Intro 04:01 Shorting Commercial Real Estate Is A Crowded Trade 08:36 Outlook On Stocks 12:24 Healthcare Sector 14:53 Permissionless 15:56 "Gold Is Super Interesting" 19:26 Gold Mining Stocks 22:29 May Fed Meeting Could Be "Next Big Catalyst" For Gold 24:54 Is It Time To Get Bullish On Bonds? 27:25 "The Labor Market Will Weaken A Bit" 28:38 Jared's New Book 30:03 What Is Luck? 36:55 Blockworks Research 37:55 Is Finance Depraved?