Fed Fractures, Rising Rates, and Why Nothing Seems to Matter… with Jared Dillian

Jared Dillian joins Mining Stock Daily to break down the latest FOMC decision, highlighting a historic two-sided dissent and what it signals about a fractured Federal Reserve. He explains why the move higher in the short end of the yield curve and tightening liquidity conditions could eventually pressure risk assets—despite a market that continues to shrug off macro risks. The conversation also explores rising energy and grain prices, with Dillian outlining a longer-term bullish outlook for agriculture and its implications for inflation. From gold’s technical setup to broader market parallels with past cycles, Dillian shares where he sees opportunity—and risk—across today’s macro landscape.

Pre-Order Jared's "The Awesome Portfolio" book HERE.