Hidden Forces

In Episode 254 of Hidden Forces, Demetri Kofinas speaks with Jared Dillian, editor of The Daily Dirtnap, a financial newsletter for professional investors focused on gauging market sentiment and how to capitalize on it. Dillian is also the author of two very successful books on Wall Street and investing and is the host of the Be Smart podcast, where he talks to his listeners about everything from how to sort out their personal finances to how to approach trading and investing in the stock market and everything in between. This conversation is yet another in a series of episodes that we’ve been doing focused on how to navigate the transition in market regimes and all of the challenges that this transition presents for our assumptions about markets and the world at large. Jared is the perfect person to speak to about this not just because of his focus on sentiment, but because he really is someone who stands apart. He’s a contrarian in the purest sense of that word and during a time when many of the people we’v