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Is it time to load up on energy? With Jared Dillian

Oil prices have been falling for 3 months, is crude close to bottoming? Maggie Lake sits down with Jared Dillian, author of The Daily Dirtnap to talk about whether the energy sector is a buy here. They also discuss the inflation outlook, the direction of US treasuries, and why stocks are a tough trade. Don't miss out on future episodes - get on the list here: https://gbe08amm2tr.typeform.com/cook... 00:00 - Intro 01:30 - Today's Market Action 03:30 - What's the Catalyst for Oil 05:30 - How Jared is Playing the Oil Trade. 05:50 - The Economic Fundamentals 08:20 - The Fed & Pricing Rate Cuts 12:25 - The Bond Market 16:50 - China 18:10 - Catching These Trends 21:00 - Copper 22:50 - Emerging Markets 25:00 - What Would Change Your Mind? 28:00 - Housing We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #stockmarket #macro #economy #inflation #fed #marketanalysis #talkshow #bonds #ratecuts #gold #investing #assetallocation #uselection #election #china #oil #housing #ratecuts #jobs

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