Jared Dillian, editor of The Daily Dirtnap, a former trade for Lehman Brothers joined us to discuss his views on Gold, Bonds and the Stock Market. He feels they are all tied together at the moment.
Jared thinks Bonds have bottomed and that these markets should put in a good rebound pretty soon. He does not see a recession coming, at least not this year. He is very bullish on Gold and it is a very big position for him.