Wall Street Unplugged
Episode: 519May 25, 2017

Jared Dillian Unplugged

Jared Dillian
“You see, this is where a lot of investors get confused…”As today’s first-time guest explains…“The goal in trading isn’t to be right” he says.The goal of investing lies far beyond that…Well, not really.It’s actually pretty simple.All us investors are here for one thing and one thing only – Money.And oddly enough, as most successful investors know, you don’t necessarily have to be right in order to make money.In some instances, betting against your own will, in trades you don’t even believe in, can give you returns beyond belief. Literally.Which leads me to today’s market… Currently we’re standing in a relentless, but confusing, bull market.Stocks are expensive and continue to push to record highs… Trump’s pro-growth initiatives are flatlining… and potential bubbles are beginning to steer investors south.Is there still money to be made here?Enter today’s guest, Jared Dillian.Jared is the editor of the Daily Dirtnap, and author of The 10th Man newsletter. Before Jared started writing in 2008, he worked for the Wall Street giant Lehman Brothers – first as an index arbitrage trader and then as head of the ETF trading desk.Jared’s “macro” investment methodologies brings Wall Street Unplugged listeners a whole new perspective.Rather than stressing too much on the technicals or fundamentals, Jared mainly focuses on two things: Sentiment & Psychology.In other words, Jared’s known as a behavioral economics expert.“I’m skeptical of everything I read and hear.”And quite frankly, there’s no reason we shouldn’t be either.The fact is, 90% of investors make poor or irrational investment decisions. Market sentiment often swings aggressively… and unfocused, under-the-radar opportunities are left on the table.It’s one of the perks of investing with a contrarian mentality.All thanks to the combination of irrational investment decisions and conventional economics, bear or bull market, these hidden opportunities appear constantly.And on today’s show, Jared shares a few of them… Tune in as he gives listeners his ideas around Bitcoin, the next potential bubble, and his favorite sector going forward for the remainder of 2017.More important, Jared explains to listeners one of the most underpriced investments to make right now. And the timing of this couldn’t be better.Then, for today’s Educational Segment, I’ll be breaking down a batch of stocks that go by the name of the “Dividend Aristocrats.” These are elite dividend paying S&P 500 companies who have managed to increase their annual dividend for the past 25 years consecutively.Some might sound familiar, while others, you’ve never heard of.The only problem is – nearly all of them have prices that have run up tremendously. And choosing one to invest in is a lot harder than it looks.Join me as I reveal my #1 buy and hold long-term stock from this exclusive list of companies.

Links & Resources

Stocks Mentioned

  • Nvidia Corporation (NVDA)
  • American States Water Company (AWR)
  • Leggett & Platt, Incorporated (LEG)
  • The Procter & Gamble Company (PG)
  • 3M Company (MMM)
  • The Coca-Cola Company (KO)
  • ABM Industries (ABM)
  • Lowe’s Companies (LOW)
  • Lancaster Colony (LANC)
  • California Water Service Group (CWT)
  • Black Hills Corporation (BKH)
  • RPM International (RPM)
  • Universal Corporation (UVV)
  • Target (TGT)
  • Vanguard Dividend Appreciation (VIG)
  • SPDR Dividend ETF (SDY)
  • ProShares S&P500 Dividend Aristocrats (NOBL)
  • AT&T (T)

Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.

Terms of Use | Legal | Privacy Policy

Have a question for Frank and Daniel,
submit it here: askcurzio.com

Follow Frank's Wall Street Unplugged podcast

“I follow you. I’ve gotten amazing ideas for my shows from you.”

Jim CramerMad Money
More Wall Street Unplugged

The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

Political headwinds can’t derail the AI trade

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.

The market is facing the perfect storm

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?

View all →
Latest episodes
Ep. 1397

This earnings season will wreak havoc on the market

Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds?

WATCH NOW
Ep. 1396

The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

WATCH NOW
Ep. 1395

Can inverse ETFs save you from a pullback?

Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium.

WATCH NOW
Ep. 1394

Political headwinds can’t derail the AI trade

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.

WATCH NOW

Most Popular Episodes