The Portfolio Built To Survive Every Crash | Jared Dillian

Markets are relearning that durable wealth comes from disciplined risk management, not chasing momentum or relying on central bank intervention.

This week, we're joined by Jared Dillian, editor of The Daily Dirtnap and author of The Awesome Portfolio, to discuss why markets may be entering a new regime where risk management matters more than maximizing returns.

We explore Warsh's Fed strategy, the case for a steeper yield curve, why the AI trade may be masking economic weakness, how sentiment shifts after crowded trades unwind, and why gold and diversified...