Episode 390: Vein-Popping Bullishness on Commodities, Bearishness on Stocks
Be Smart by Jared Dillian · Jared Dillian Money
September 6, 202416m 33s
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Show Notes
Jared and Cameron discuss Jared's upcoming short story collection, NIGHT MOVES, before diving into commodities and skepticism toward Goldman Sachs' copper forecast. They also discuss the recent decline in Nvidia's stock price and its implications, the outlook for stocks in September, the use of puts as an alternative to short selling, and the allocation of new investments in the Awesome Portfolio.