Warsh Crashed Gold Prices. Jared Dillian is Still Bullish.

Jared Dillian has edited The Daily Dirtnap since 2008 and describes himself as the sentiment guy. His observation from the past week: four separate magazine covers on artificial intelligence, including one that declared it will never end. He is not calling a top, but he is not ignoring it either. He also makes the point almost nobody makes about bonds. Everyone worries about supply and nobody watches demand, which has a habit of arriving all at once. Plus gold after a fifteen percent month, and why an AI unwind might weaken the dollar rather than strengthen it. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 0:00 Meeting the sentiment guy 0:47 Data that landed the same day 1:26 What Friday's number could do 2:53 How the long end reacted 4:45 The debasement trade so far 5:50 Gold after a big month 6:52 Is anyone reading the data 7:24 The inflation mind virus 8:29 The committee behind the chair 10:09 Why fighting the Treasury is hard 13:29 Stocks are just waiting 14:00 The index provider nobody checks 15:33 Four covers in one week 16:31 Overvalued but earning it 18:08 How he structures the downside 19:55 What a real selloff would do 21:16 Nobody is watching demand 24:06 Bitcoin acting like a hard asset 28:16 Where to find his work #tastylive #sentiment #aitrade #bonds #gold #macro #passiveinvesting #optionstrading #stockmarket #trading tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.