JaredDillianErik Townsend welcomes Jared Dillian to MacroVoices. Erik and Jared discuss:

  • Drivers of this stock market drop
  • Is higher volatility here to stay?
  • The beginning of a sustained unwinding of the short vol trade
  • Future regulation of these specialty ETF products
  • Where are the markets heading from here? 
  • Bonds, interest rates and how high can rates go?
  • Where is the U.S. dollar heading next?
  • Dollars relationship to gold
  • Outlook on the Canadian economy

SPECIAL POSTGAME GUESTS:

Chris Cole from Artemis Capital - Follow up on his January 25th interview on Volatility and the Alchemy of Risk.
Devin Anderson - Managing Director - Postmortem on the implosion of the vol ETNs  

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Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, and from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000 and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money and Madness at Lehman Brothers, which was named Businessweek’s #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016. Additionally, Jared is a teaching associate in the graduate business program at Coastal Carolina University. Jared is also a regular contributor at Forbes and Mauldin Economics, and a columnist at Bloomberg View. His media appearances include MSNBC, Bloomberg TV, BNN, The New York Times, LA Times, Business Insider and dozens of local and syndicated radio programs.