Shows
Be Smart by Jared DillianEp. 431: Don't Build a Shrine to Your Hedge (Plus, the Rise of Safe-Haven Assets) In this episode of the BE SMART podcast, hosts Jared and Cameron discuss a range of topics from sports to market trends. They analyze the current state of the stock market, the implications of rising gold and silver prices, and the impact of political investing. Jared shares his insights on hedging strategies and the importance of being prepared for market volatility. The episode concludes with an announcement about the podcast's future direction.
2025-10-1514 minBe Smart by Jared DillianEp. 430: AI Is the Only Thing Holding the US Economy Together Jared and Cameron discuss the current state of the market, the AI bubble's impact on the economy, private equity challenges, trends in precious metals and cryptocurrencies, banking consolidation, and the implications of the ongoing government shutdown and economic data blackout.
2025-10-0818 minBe Smart by Jared DillianEp. 429: It's Okay to Spend INFINITE Money on Your Hobbies (with One Caveat) Jared and Cameron briefly talk Paul Thomas Anderson films, as well as music, before discussing recent market trends, including the Federal Reserve's interest rate decisions and the implications of corporate reporting frequency. They also touch on the dynamics of the stock market, particularly small caps, and highlight significant investments in AI by companies like Nvidia. Also on deck: the influence of billionaires in media consolidation and the current state of cash in the market. Finally, they discuss the importance of spending on hobbies while maintaining financial responsibility.
2025-09-2419 minBe Smart by Jared DillianEp. 428: "Frozen to Cracking"—Is This a White- and Blue-Collar Jobs Recession? In episode 428 of the BE SMART podcast, Jared and Cameron discuss some of the latest economic trends, including weak US payroll gains, interest rate cuts, and the implications for the job market. They also break down the dynamics of the gold market, meme stocks, and mortgage rates, while also addressing potential fiscal crises in the UK. The conversation wraps up with insights on out-of-favor metals and a follow-up on why Heinz ketchup is better than Hunt's.
2025-09-1015 minBe Smart by Jared DillianEp. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope Jared and Cameron discuss recent trends in the gold and silver markets, the implications of tariffs on the US dollar, and the growing intersection of sports gambling and investing. They also explore historical market trends, particularly the tendency to sell in September, and look at the sentiment surrounding the recent Bullish (BLSH) IPO. The episode wraps with a mailbag segment addressing strategies for protecting investment gains in names such as Apple, Amazon, Google, and Nvidia.
2025-09-0423 minBe Smart by Jared DillianEp. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole Jared and Cameron discuss various market trends, including Cracker Barrel's rebranding and drubbing (yes, really); reactions to Jackson Hole for stocks, bonds, the US dollar, gold, and silver; and the implications of government intervention in private enterprises. They also cover investment strategies for older investors who are loaded up on tech stocks and look ahead to upcoming economic indicators that could impact the market—namely, Nvidia earnings and PCE.
2025-08-2611 minBe Smart by Jared DillianEp. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble In this episode of the BE SMART podcast, Jared and Cameron discuss various market trends and economic indicators, including the implications of the latest PPI report, the potential for stagflation, and the current state of market valuations compared to the dot-com bubble. They also explore the concentration of tech stocks in the S&P 500, the opportunities in small-cap investments, and the future demand for silver in the context of solar energy and AI.
2025-08-1915 minBe Smart by Jared DillianEp. 424: $500 Billion: The Price Tag on AI Euphoria In episode 424 of the BE SMART podcast, Jared and Cameron discuss why EJ Antoni is not the "perfect guy at the perfect time to run the BLS," as well as the Federal Reserve chair search and how Trump may have found his Caligula's horse in Handsome Jim Bullard. They also get into CPI and the likelihood for a rate cut next month, the pause on US-China tariffs, and where things stand with gold, the AI craze, and crypto as the summer winds down.
2025-08-1315 minBe Smart by Jared DillianEp. 423: Fast Times in Music City Jared and Cameron discuss some of the highlights of their recent trip to Nashville before shifting to market insights, including discussions on the Federal Reserve and what to expect for the next chairman, private assets in 401(k)s, the mainstreaming of crypto and Bitcoin's future, and how small-cap value is suffering from "benign neglect."
2025-07-2216 minBe Smart by Jared DillianEp. 422: Speculation Nation: Is Retail FOMO Flashing a Warning? From recent book releases to market updates, economic indicators, and competitive hotdog eating, Jared and Cameron cover it all in episode 422 of the BE SMART podcast. They discuss stocks hitting new highs, job market trends, the iShares Bitcoin Trust ETF's (IBIT) first 341 days of explosive growth, the Fed's path to rate cuts, the continued gamification of financial markets, and the current political climate regarding wealth disparity.
2025-07-0919 minBe Smart by Jared DillianEp. 421: Fade Geopolitical Risk at Your Peril In this episode of the BE SMART podcast, Jared discusses his hot-off-the-press book, RULE 62, before tackling the impact of geopolitical tensions on the economy. Also on deck: the recent decline in oil prices, the dollar's performance amid potential interest rate cuts, shifts in investor sentiment away from large tech stocks, and the emerging trend of "revenge saving" as Americans focus on building their savings in uncertain economic times.
2025-06-2413 minBe Smart by Jared DillianEp. 420: "Super Bullish" on Commodities: Does a Supercycle Await? In episode 420 of the BE SMART podcast: Student loan collections are causing significant declines in credit scores, the housing market is experiencing a stalemate with more sellers than buyers, investors are making portfolio decisions based on political views, and commodities are currently undervalued compared to financial assets. Jared and Cameron discuss oil and geopolitical risks, gold's haven bid and flirtation with its all-time high, and platinum's cocoa-like breakout this year.
2025-06-1719 minBe Smart by Jared DillianEp. 419: Twitter Fingers: Trump and Elon Clash + Stocks Surge Back Near Record Levels In episode 419 of the BE SMART podcast, Jared and Cameron discuss the recent feud between Donald Trump and Elon Musk, the outlook for Tesla, market sentiment regarding stocks after the S&P 500 hit 6,000 points following the recent jobs report, the "most unloved bonds" out there, and their thoughts on commodities and inflation.
2025-06-1017 minBe Smart by Jared DillianEp. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips In episode 418, Jared and Cameron discuss Las Vegas and the current state of sports gambling, the US-China trade war and the frustrating new reality of constant tariffs news, and the implications of private equity on small businesses. They also touch on the dynamics of the gold and silver markets before Jared shares his insights on upcoming economic indicators. Are you a Kindle person interested in Jared's upcoming essay collection? Preorder RULE 62 here: https://www.amazon.com/Rule-62-Meditations-Success-Spirituality-ebook/dp/B0F7RPZYV3?ref_=ast_author_dp
2025-06-0317 minBe Smart by Jared DillianEp. 417: Fiscal Dominance: Nothing Stops This Train Back from a short hiatus, Jared and Cameron discuss a range of political, economic, and creative topics, including Joe Biden's recent cancer diagnosis and the scrutiny he is facing, Trump's "Big Beautiful Bill" and Moody's US credit downgrade, gold versus Bitcoin for the remainder of 2025, whether companies such as Walmart will eat Trump's tariffs, Jared's recent writing retreat, and his upcoming DJ gig in Las Vegas. If nothing else, you should get some good book recommendations here—i.e., check out Barry Hannah, Raymond Carver, et al.
2025-05-3020 minBe Smart by Jared DillianEp. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America? In episode 416 of the BE SMART podcast, Jared and Cameron discuss the recent DirtCon conference (for Daily Dirtnap subscribers), upcoming changes to the event, and key market headlines, including Warren Buffett's retirement and the implications for Berkshire Hathaway. They explore the effectiveness of DOGE in economic policy, Trump's controversial tariff proposals, and the shifting economic landscape in Latin America. The conversation wraps up with investment strategies in emerging markets and predictions for the upcoming Federal Reserve meeting.
2025-05-0616 minBe Smart by Jared DillianEp. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions In episode 415 of the BE SMART podcast, Jared and Cameron discuss how The Economist's covers often signal market turning points, economic predictions, and the impact of tariffs on the US economy. They also dive into Tesla's recent performance, Trump's frustrating tax proposals, and the potential for a recession before touching on the systemic risks that private equity is facing. To wrap it up, they go through 10 of the most popular finance movies and the upcoming economic data that will be crucial for market direction.
2025-04-2922 minBe Smart by Jared DillianEp. 414: Can Trump Actually Fire Jerome Powell as Fed Chair? In episode 415 of the BE SMART podcast, Cameron and Jared discuss the impact of the Trump effect on Big Tech, the clash between Trump and Fed Chairman Jerome Powell, and the significance of gold in the current economic climate. They also share personal updates and predictions for the market, emphasizing the importance of understanding economic trends and making informed financial decisions.
2025-04-2217 minBe Smart by Jared DillianEp. 413: Break Glass in Case of Emergency In episode 413 of the BE SMART podcast, Cameron and Jared discuss the current state of the market, the implications of tariffs, and strategies for investing during volatile times. They explore the Federal Reserve's stance on interest rates, the potential for recession, and the importance of maintaining cash reserves in a portfolio. The conversation also touches on the psychological aspects of trading and the need for discipline in a rapidly changing market environment.
2025-04-1014 minBe Smart by Jared DillianEp. 412: Trump's "Liberation Day" Gamble + AI's Pummeling of the Gen Z Job Market In episode 412 of the BE SMART podcast, Cameron and Jared discuss the implications of recent market movements, including tariffs, GameStop's foray into Bitcoin, and how gold looks to be going parabolic. They also break down the declining dollar, labor market pessimism, and the impact of AI on job opportunities for younger generations. The conversation wraps up with insights on Jared's Options Masterclass (now available!) and upcoming economic reports.
2025-04-0314 minBe Smart by Jared DillianEp. 411: If You Understand Volatility, You Understand Options In episode 411 of the BE SMART podcast, Cameron and Jared discuss the Federal Reserve's policy direction, misconceptions about stagflation, and investment strategies in gold and options. They emphasize the importance of risk management in investing and clarify the "set it and forget it" approach. The conversation also touches on a spicy viewer comment (re: tariffs as a deflationary force) and upcoming economic indicators. Coming soon: Jared's Options Masterclass!
2025-03-2718 minBe Smart by Jared DillianEp. 410: Tariffs Are Deflationary + Recession Chances Jump In episode 410 of the BE SMART podcast, Cameron and Jared discuss various market trends, economic outlooks, and investment strategies. They examine the implications of tariffs, the potential for a recession, the current state of the stock market, and Monday's rough day for Magnificent 7 stocks. The conversation also touches on inflation rates and the likelihood of future rate cuts.
2025-03-1313 minBe Smart by Jared DillianEp. 409: Tariff-Driven Economic Slowdown Has Investors on Edge In episode 409 of the BE SMART podcast, Cameron and Jared break down the implications of a proposed US crypto reserve, the recent suspension of anti-money laundering laws by the Treasury Department, and the challenges facing US agriculture. They also discuss the US economic slowdown, the performance of Treasury bonds, and the controversial private credit ETF, PRIV.
2025-03-0618 minBe Smart by Jared DillianEpisode 408: US Economic Growth Increasingly Relies on the Rich In episode 408 of the BE SMART podcast, Cameron and Jared discuss market trends, consumer sentiment, wealth disparity, and how the US economy is increasingly reliant on the top 10% of earners, as well as the implications of US-China relations on international investments. They also explore the current state of the gold market, rising costs of staples like coffee and eggs, and the pressures of holiday spending on consumer debt. The conversation emphasizes the importance of sound money management and the need for consumers to be realistic about their financial decisions. (Don't be an idiot with your money!)
2025-02-2722 minBe Smart by Jared DillianEpisode 407: Reddit Rabbit Hole Vol. III (Overcome Financial Anxiety) In episode 407 of the BE SMART podcast, Cameron and Jared discuss Donald Trump's latest round of tariffs (25% on steel and aluminum) and whether a full-scale US trade war against the world will deliver a "stagflationary shock" to the US economy. Plus, predictions for stocks and gold, the tax code's controversial treatment of the profits of private equity, venture capital, and hedge fund managers, and personal finance advice for listeners experiencing financial anxiety.
2025-02-1316 minBe Smart by Jared DillianEpisode 406: Tariff Man—Trump Blinks in Trade War In episode 406 of the BE SMART podcast, Cameron and Jared discuss a whirlwind of recent headlines, including the impact of tariffs on global markets, the response of the US dollar and gold, Elon Musk's cost-cutting initiatives, trends in private equity, Robinhood's new sports betting feature, the importance of real estate in investment portfolios, and what's on deck for the Fed. They also share personal experiences from a recent trip to the Real Vision Crypto Gathering in Miami.
2025-02-0622 minBe Smart by Jared DillianEpisode 405: DeepSeek Disrupts Global AI Race, Nvidia Falters In episode 405, Cameron and Jared discuss Trump's first week in office; the rise of China's AI model DeepSeek and the implications for Nvidia and other tech stocks; investors flocking to the safety of US government bonds; the impact of tariffs on global markets; inflation and food insecurity in America; and this week's economic indicators, including thoughts on the Fed's next moves.
2025-01-3016 minBe Smart by Jared DillianEpisode 404: Trump's Inauguration, Meme Coin, and TikTok Involvement In this episode of the BE SMART podcast, Cameron and Jared discuss a variety of topics ranging from the college football championship to the inauguration of Donald Trump to the implications of TikTok's national security concerns and Trump's declaration to "not let TikTok stay dark." They also discuss the recent debut of Trump's meme coin and its effects on the crypto market, as well as insights from Scott Bessent's Senate confirmation hearing regarding economic policies.
2025-01-2314 minBe Smart by Jared DillianEpisode 403: Trudeau Resigns, Trump 2.0 Looms, and 2025's Crazy Start To kick off the new year, Cameron and Jared discuss a variety of topics ranging from the joy of Barry Hannah to the intricacies of the current job market and economic trends. They dive into Jared's upcoming writing projects—including The Awesome Portfolio, a novel to rival The Hunger Games, and an essay collection due out this summer—while also analyzing market dynamics, with an emphasis on tech stocks such as Nvidia and Apple. The discussion extends to the implications of Trump's economic policies and the Federal Reserve's interest rate decisions, as well as Canadian Prime Minister Justin Trudeau's rece...
2025-01-0918 minBe Smart by Jared DillianEpisode 401: Why Investors Should Diversify Outside of US Assets In episode 401 of the BE SMART podcast: a friendly wager on Bitcoin, market analysis focusing on the US dollar and private equity trends, how the US stock market as a percentage of global market cap is an enormous bubble, and why the US in 2024 resembles Japan in 1990. Plus, a look into the mailbag from Jared's readers and listeners, including questions about Epsilon Theory, swearing in writing, and gold sentiment.
2024-12-0518 minBe Smart by Jared DillianEpisode 400: Investors Are Betting on a Market Melt-Up 🤔 In this milestone 400th episode of the BE SMART podcast, hosts Cameron and Jared discuss a range of topics including post-election market reactions, implications of capping credit card interest rates, the AI frenzy in private equity, predictions for Bitcoin, and the impact of new government efficiency initiatives. They also dive into key cabinet picks, economic implications of potential layoffs, and answer questions from Jared Dillian Money readers about real estate and the dollar's status.
2024-11-2118 min
Talking Billions with Bogumil BaranowskiJared Dillian Discusses his 4 books: All the Evils in this World, Street Freak, No Money Worries, and Night MovesMy guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories.
https://www.jareddillian.com/
Summary
In this engaging conversation, Jared Dillian shares his multifaceted journey as a writer, trader, and educator. He reflects on his childhood, the evolution of his financial perspectives, and the psychological aspects of spending...
2024-11-2150 minBe Smart by Jared DillianEpisode 399: Donald Trump vs. Jerome Powell and the Federal Reserve In episode 399 of the BE SMART podcast, Cameron and Jared discuss the aftermath of the recent US presidential election, as well as economic initiatives in West Virginia, market reactions including Bitcoin and bank stocks, the Federal Reserve's future under Trump, and the implications for private equity.
2024-11-1415 minBe Smart by Jared Dillian2024 Election (The Less-Inflationary Candidate) In episode 398, Cameron and Jared discuss the 2024 election and its implications for the market, including predictions and trading strategies. They dig into inflation and the cost of living, exploring how these factors affect consumer sentiment, before shifting to popular topics on the personal finance subreddit, offering advice on car and home ownership, investment strategies, and retirement. The conversation concludes with a look ahead to the Federal Reserve meeting and future plans.
2024-11-0721 minBe Smart by Jared DillianEpisode 397: Is Elon Musk Cooked? Also... Stocks! Gold! Bitcoin! Elon Musk says he plans to award $1 million a day to a randomly chosen voter… this year's furious rally in US stocks is poised to extend into the final stretch of 2024, even as the US presidential election looms as a major wild card… gold reaches a record high on Monday… and Bitcoin does Bitcoin things, flirting with $70,000 before pulling back. In episode 397 of the BE SMART podcast, Jared and Cameron discuss these major headlines, earnings, and more.
2024-10-2412 minBe Smart by Jared DillianEpisode 396: Private Equity Sinks Millions Into HVAC and Plumbing Private equity pours millions into HVAC and plumbing trades, worldwide efforts to reverse the baby shortage fall flat, and prices ease for used cars and some grocery items as the inflation cooldown continues. In episode 396, Jared discusses how his new site, ShortPrivateEquity.com, complements his Big Short 2.0 idea on the brewing collapse of the private equity market; the push to incentivize people to have children by dangling tax exemptions in front of them; and how 2025 could bring a big resurgence to inflation numbers.
2024-10-2116 min
Industrial Growth InstituteEpisode 32 - Jared Dillian on the Discipline of Authentic Content Creation and Building a Writing HabitEpisode 32 - Jared Dillian on the Discipline of Authentic Content Creation and Building a Writing Habit
Summary
In this episode, Ed Marsh interviews Jared Dillian, a multifaceted content creator and financial expert.
They discuss Jared's extensive background, including his work as a trader, author, and educator. The conversation delves into the importance of accountability, the art of content creation, and the role of authenticity in writing. Jared shares insights on mental health in the finance world, the challenges of risk aversion in business, and the significance of daily writing discipline. He also offers...
2024-10-161h 10Be Smart by Jared DillianEpisode 395: Surprise Jobs Data Hits Bonds—Plus, the Fed's Likely Adjustment In episode 395, Jared and Cameron cover topics ranging from his short story collection NIGHT MOVES to insights on the bond market and how strong jobs data impacts rate cuts moving forward, oil prices, and the dualities present in the current economic landscape. Jared emphasizes the importance of having cash on hand for emergencies and shares his thoughts on navigating risks in equities.
2024-10-1117 minBe Smart by Jared DillianEpisode 394: Stocks Survive September, October Surprises Loom Ahead of Election Jared and Cameron explore various market trends, including the surprising performance of stocks in September when you look at past performance throughout the years, insights into the energy sector, and the challenges facing the housing market. They discuss the implications of insurance costs in real estate, the political landscape's impact on the economy, and reflect on the first six short stories in Jared's new short story collection, NIGHT MOVES. Grab your copy of NIGHT MOVES here!
2024-10-0320 minBe Smart by Jared DillianEpisode 393: Gold Will Continue to Rip (Plus, NIGHT MOVES!) In episode 383 of the BE SMART podcast, Cameron and Jared discuss the release of Jared's new book, NIGHT MOVES, market trends, the bullish momentum of gold, Trump's proposal on credit card interest rates, insights into the job market, and upcoming economic data. They also explore the implications of Fed rate cuts and the current economic environment. Grab your copy of NIGHT MOVES here!
2024-09-2615 minBe Smart by Jared DillianEpisode 392: All Eyes on the Fed: How Much Will It Cut Rates? In this episode of the BE SMART podcast, Jared and Cameron discuss a range of topics, including the upcoming launch of Jared's book NIGHT MOVES, the implications of political violence on economic conditions, the relationship between commodities and human progress, market trends and potential interest rate cuts, and strategies for investing in bonds. They touch on the current state of the economy, the importance of understanding market dynamics, and the need for investors to stay informed about upcoming data releases and Fed decisions.
2024-09-1814 minBe Smart by Jared DillianEpisode 391: Apple Intelligence, Trump & Musk, and Taxing Unrealized Capital Gains In the first trading week of September, the S&P 500 fell 4.2%, the monthly jobs report showed the labor market added fewer jobs than expected, and weak manufacturing data led stocks to their worst day since early August. In episode 391, Jared discusses market volatility and economic data, as well as topics such as Apple's AI selling point for its new generation of iPhones, Donald Trump's proposed government efficiency commission headed by Elon Musk, and Kamala Harris's idea to introduce a 25% minimum tax on total income (including unrealized capital gains) for individuals with wealth over $100 million.
2024-09-1220 minBe Smart by Jared DillianEpisode 390: Vein-Popping Bullishness on Commodities, Bearishness on Stocks Jared and Cameron discuss Jared's upcoming short story collection, NIGHT MOVES, before diving into commodities and skepticism toward Goldman Sachs' copper forecast. They also discuss the recent decline in Nvidia's stock price and its implications, the outlook for stocks in September, the use of puts as an alternative to short selling, and the allocation of new investments in the Awesome Portfolio.
2024-09-0616 min
The Investipal PodcastAre We In A Private Equity Bubble? with Jared DillianJared Dillian is a writer, trader, musician, entrepreneur and educator.
In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories
Enjoy our conversation with Jared Dillian.
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Links
The Investipal Podcast is produced by www.investipal.co. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopki...
2024-09-0624 minBe Smart by Jared DillianEpisode 389 J-Hole, the VIX, Price Gouging, and Teaching Personal Finance in Schools In this episode of the BE SMART podcast, Jared and Cameron discuss various topics, including key market headlines, such as the upcoming Jackson Hole Symposium in Wyoming, the VIX's unprecedented turnaround, and Kamala Harris's plan to stop price gouging. They also discuss the importance of teaching personal finance in schools before diving into the mailbag to answer a question about the Awesome Portfolio.
2024-08-2216 minBe Smart by Jared DillianEpisode 388: The Big Short 2.0: How to Prepare for the $8 Trillion Private Equity Meltdown The collapse of the real estate market in 2008 nearly brought the global economy to its knees, but a few saw it as an opportunity to change their lives. Today, we're facing a similar moment—this time in private equity. While we might not sink as low as the near-depression levels of 2008, a downturn in private equity could still turn a recession into something much worse… but there's still an opportunity to get ahead of it. In this special edition of the BE SMART podcast, Jared and his co-host Cameron cover the problems surrounding private equity and the actionable, step-by-step move...
2024-08-1522 minBe Smart by Jared DillianEpisode 387: Manic Monday (Is a Recession Imminent?) On Monday, the Dow dropped 2.6%, the Nasdaq lost 3.43%, and the S&P 500 slid 3%. The Dow and S&P 500 registered their biggest daily losses since September 2022. On top of that, cryptocurrencies sank; the VIX skyrocketed; investors piled into Treasury bonds; and Japan's stock market posted its worst drop since Wall Street's Black Monday in 1987, contributing to fears of global turmoil in the markets. In episode 387, Jared discusses recession fears, the importance of having short positions in a stock-based portfolio, and how traders can insure their portfolios against an extreme market crash. Plus, mortgage rates and the one thing...
2024-08-0814 minBe Smart by Jared DillianEpisode 386: Reddit Rabbit Hole Vol. II In episode 386, Jared breaks down various topics including market volatility, McDonald's earnings and consumer spending, Bitcoin, mortgage rates, personal finance questions from Reddit, and upcoming events such as the Federal Reserve meeting and the July jobs report. He addresses Reddit users' concerns such as how to prepare for your parents' golden years when they haven't, emergency funds, what to do with your savings, and investment strategies.
2024-08-0116 minBe Smart by Jared DillianEpisode 385: Park Your "Safe Money" in the Strategic Portfolio In episode 385, Jared discusses recent political developments, their impact on markets, and whether the Trump trade is still in play. He also follows up from last week's episode on the potential for a rotation into small caps… plus, company-specific headlines surrounding Verizon (VZ) and Delta (DAL), uncertainty and volatility in the market, and why his Strategic Portfolio makes sense as a "safe money" investing solution.
2024-07-2509 minBe Smart by Jared DillianEpisode 384: Volatility Has Never Been More Mispriced Following the attempted assassination of Donald Trump, Jared discusses the idea of the "Trump trade" gaining momentum as the US nears its 2024 election, how black swan events tend to cluster, and the mispricing of volatility. He also addresses declining inflation, the potential for the Fed to cut rates, and how small caps are showing signs of a comeback.
2024-07-1814 minBe Smart by Jared DillianEpisode 383: Greedflation and the $39 Chipotle Bowl In today's episode, fresh off an interview at the Schwab Network in NYC, Jared reveals the weirdness of the New York Stock Exchange, as well as topics such as Nvidia's recent 10-for-1 stock split, California's bump in minimum wages, greedflation and rising fast food prices, and why it's a bad idea to finance used cars. He also addresses readers' questions, including his thoughts on the FDIC's $250K insurance limits and people's irrational fear that the US dollar will lose its status as the reserve currency.
2024-06-1324 min
Veteran On the MoveThe Daily Dirtnap with Jared DillianThis episode features Joe Crane interviewing Coast Guard Academy graduate and entrepreneur Jared Dillian. Dillian planned his transition by starting his MBA while on active duty and landed a trading job at Lehman Brothers. There, he began writing a newsletter that sparked his writing career.
They discuss his journey as a writer, including his popular newsletter "The Daily Dirtnap" and his four published books. Joe and Jared delve into Dillian's book "No Worries," discussing common financial stressors and strategies for eliminating them. Dillian emphasizes the importance of prioritizing big financial decisions to minimize everyday worries.
He also highlights the value...
2024-06-1028 minBe Smart by Jared DillianEpisode 382: The Private Equity Bubble Is Poised to Pop In episode 382, Jared discusses why he thinks private equity is one of the biggest bubbles of all time, as well as Roaring Kitty's blatant market manipulation with GameStop, Donald Trump, where to begin your investment journey, and an outlet for market junkies. He also dives into the mailbag to tackle concerns such as cash positions, money market funds, and paying taxes on gains before addressing the week ahead, including payrolls and the upcoming Fed meeting. Time stamps: 1:12 — Market headlines 5:01 — Investing: beginner to market junkie 7:52 — Private equity and gold 13:45 — The week ahe
2024-06-0617 minBe Smart by Jared DillianEpisode 381: Reddit Rabbit Hole Vol. I: Personal Finance & Clogged Cats People pour their hearts out on Reddit. In episode 381, Jared and Cameron tap into personal finance subreddits, addressing questions about payday loan apps, when to repair your vehicle versus buying a new one, mortgages and retirement, negotiating for a higher salary, steps to achieving financial comfort, and… clogged cats?
2024-05-2314 minBe Smart by Jared DillianEpisode 380: Crypto, Google, & the AI Valley of Despair Anytime a new technology is developed, there's an initial hype phase where money pours into the space, which leads to overinvestment and malinvestment. Then you enter the Valley of Despair before getting a second bull market years down the line. In episode 380, Jared clarifies why we may be close to completing the first runup in AI, why crypto has no place in the Awesome Portfolio, why he's so bearish on Google, the 2024 election, and more.
2024-05-1618 minBe Smart by Jared DillianEpisode 378: Do You Create Wealth? Having money in stocks and mutual funds that perform well doesn't mean you're creating wealth. In that case, you're just a passenger along for the ride on the back of someone else. Creating wealth could mean starting a business or showing up to work and producing value that exceeds what you are paid. In episode 378, Jared discusses the difference between creating and destroying wealth, as well as the president's impact on the US economy.
2024-03-0808 min
The Growth Guide: Self-Improvement | Greatness | Impact | Creators | FI |How to Live a Stress-Free Financial Life with Jared DillianJared Dillian is a writer, author, and speaker. He is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared has written for Bloomberg Opinion, Forbes, and TheStreet.com, and he now works as an investment strategist for Mauldin Economics. He has spoken at dozens of conferences and other events, proving that he is an excellent public speaker. Jared Dillian Money is Jared's personal finance venture, where he is a partner and developer of content. He joined us today to talk about his brand new book, ‘No Worries: How to Live a S...
2024-03-0555 minBe Smart by Jared DillianEpisode 377: The Three Biggest Financial Decisions You Will Ever Make No, it's not choosing the right mutual fund to invest in or opting for a 15-year mortgage instead of a 30-year one. Not even paying off all your credit cards cracks the top three. The three biggest financial decisions you will ever make include choosing the right person to marry, your career, and where to live. In episode 377, Jared breaks down why these choices are so crucial to get right—because getting them wrong can do serious damage in the long run.
2024-02-0107 minBe Smart by Jared DillianEpisode 376: Stop Complaining About Fees! Mutual funds let you pool your money with other investors to buy stocks, bonds, and other securities. They're run by professional money managers who decide which securities to buy (stocks, bonds, etc.) and when to sell them. Here's the thing, though: Mutual funds are not free. That said, they're inexpensive, but that doesn't stop people from getting worked up over fees. In episode 376, Jared explains why we should stop complaining about fees… especially when they're near zero already.
2024-01-1807 min
Invest Like a Boss287: Jared Dillian on How to Live a Stress-Free Financial LifeA bit of a format flip on this episode as Sam and Derek tag team an interview with Jared Dillian, author of the new book No Worries: How to Live a Stress-Free Financial Life. Jared has had quite an interesting background from working at Lehman Brothers during their 2008 collapse to building a successful financial newsletter and podcast. The first half of the episode digs into Jared's thought on the current state of the economny, the effect of an inverted yield curve and his thoughts on the FIRE movement. We then jump into the principles discussed in the book for...
2024-01-1141 minBe Smart by Jared DillianEpisode 375: Does It Bother You That Some People Are Richer Than Others? In episode 375, Jared maps his evolution from "class warrior" as a kid in Connecticut to his college years when he dabbled in objectivism to his present-day views on the likes of Jeff Bezos. He breaks down the philosophical basis for the revolution that swept through the world in the 1970s and '80s (influenced by prominent figures such as Ayn Rand, Margaret Thatcher, Ronald Reagan, Friedrich Hayek, and Milton Friedman) and discusses how people's thinking on economics is totally backward these days.
2024-01-1111 min
Infinite LoopsJared Dillian — How To Live a Stress-Free Financial LifeJared Dillian is a writer, strategist, financial expert, public speaker, and author of four books, including No Worries: How To Live a Stress-Free Financial Life (out this month!). He joins us to discuss why you should never loan money to your friends or family, why the FIRE movement is a fast track to a miserable life, the hidden costs of being cheap, and MUCH more! Important Links: No Worries: How To Live a Stress-Free Financial Life Jared's Website Jared's Twitter Daily Dirtnap We're Gonna Get Those Bastards Jared Dillian Money Show Notes: From Coast Guard, to Wa...
2024-01-041h 04Be Smart by Jared DillianEpisode 374: ABC: Always Be Closing In episode 374 of the BE SMART podcast, Jared demystifies the key to deal negotiation for a home and why, as a buyer, you should be making a series of negative comments to your realtor to bring the price of a house down. Everything in real estate is negotiable, and it's a bit like playing cards—meaning it's helpful to know which cards a seller is holding. You don't want to be a "people pleaser" when negotiating for a house. It never hurts to ask for something you want included, whether it be the drapes or a piece of furniture.
2023-12-2812 minBe Smart by Jared DillianEpisode 373: Elasticity vs. Inelasticity of Demand There are points in time when producers have pricing power, and there are other times when they don't. This concept is known as demand elasticity. If something has elastic demand, companies can't raise prices much or else demand will go down. On the flip side, if something has inelastic demand, it doesn't matter how much prices increase because people will still pay for it. In this episode of the BE SMART podcast, Jared discusses how demand elasticity impacts consumer spending habits, people's perception of value, and whether you should ditch a company like Netflix when it jacks up its...
2023-12-2111 minBe Smart by Jared DillianBlue Chips Are Usually the Best Stocks to Be In No stock is "safe," but blue-chip stocks tend to be the safest. That's why, if you go to a financial advisor, they're likely to load you up on stocks found in the Dow Jones Industrial Average—the Boeings and Microsofts of the world—because it's a strategy that's much harder to screw up than others. In this episode, Jared discusses risk, growth, the sad reality of the brokerage industry, and the key to financial success as an investor.
2023-11-3008 minBe Smart by Jared DillianFinance Is Full of Conspiracy Theories Fun fact: Most people in the finance business believe in crazy, ridiculous conspiracy theories. It's astounding the type of stuff people believe in—like, for instance, that a shadowy government organization buys large quantities of stocks or futures to bleed short sellers and turn a profit. In this episode of the Be Smart podcast, Jared discusses why so many people perpetuate conspiracy theories and how their mentality seeps into everyday situations.
2023-11-1612 min
WTFinanceA Recession Is Inevitable with Jared DillianInterview recorded - 7th of November, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Jared Dillian - a writer, author, DJ, and speaker.During our conversation we spoke about why a recession is inevitable, whether a FED pivot is imminent, how this will impact bond prices, how to be financially successful and more. I hope you enjoy!0:00 - Introduction1:04 - Jared’s current thoughts about what is happening in the markets?3:18 - Was recent GDP read abnormal?4:00 - Key indicators Jared will be watching
2023-11-1323 minBe Smart by Jared DillianFalling A$$-Backwards into Money There's an old saying: "Nothing ventured, nothing gained." If you want to make money, you must take the risk… because sitting idly and wishing to make money is not going to yield positive results. In today's episode of the Be Smart podcast, Jared discusses the ways people fall backwards into money, what you should do if you come into a windfall, and the value of cash.
2023-09-2812 minBe Smart by Jared DillianShould Billionaires Exist? How Much Is Enough? John C. Bogle, the founder and chief executive of Vanguard who is credited with popularizing the index fund, was only worth about $20 million when he died in 2019. Sure, that's nothing to sneeze at, but he created something so revolutionary that he could have been a billionaire many times over. His idea transformed the entire asset management industry, and it's still transforming it to this day. Yet he was only worth $20 million? In today's episode, Jared reemphasizes the idea of choosing to make more money. Because remember: Money is a choice, and guess what? Making more money DOES affect your...
2023-09-2111 minBe Smart by Jared DillianHedge Funds Are Not Magic Money Machines What is a hedge fund? In today's episode of the Be Smart podcast, Jared discusses the ins and outs of hedge funds (including the different types), why they are not magic money machines despite rich people's inclination to invest in them, and the distinction between absolute returns and relative returns.
2023-09-1412 minBe Smart by Jared DillianEvery Day Is a Competition Capitalism doesn't suck just because you're bad at it. Capitalism is a competition. Life is a competition. But that's what's so great about the US: There are so many opportunities if you want to take advantage of them. Are you ready to compete in the free market? Dive into today's episode of the Be Smart podcast, where Jared discusses how to better position yourself in a capitalist society and succeed.
2023-09-0709 minBe Smart by Jared DillianFinancial Trauma Growing up in poverty scars us for life and distorts our relationship with money. The good news: It helps us develop mindful financial habits. The bad: We often don't experience life to the fullest because we're always waiting for the next shoe to drop. In today's episode of the Be Smart podcast, Jared discusses frugality, why so many people carry around financial trauma, and surviving versus thriving.
2023-08-3112 minBe Smart by Jared DillianDon't Be a Garbage Human Being The mark of a good person is the ability to be genuinely happy for another person and their success. In today's podcast, Jared discusses how envy often creeps into the DNA of garbage human beings, inspirational "rags to riches" stories, and what it takes to succeed.
2023-08-1712 minBe Smart by Jared DillianYou Have to Want Money to Get Money You can't just sit around and expect a million dollars to fall into your lap. It doesn't work that way. The first step to getting more money is wanting it. And it's okay to want more money; it doesn't automatically make you a greedy person. In today's episode, Jared discusses money-conflicted people and, conversely, ways to grow your wealth if you embrace earning more.
2023-08-1012 minBe Smart by Jared DillianThe Snobs vs. the Slobs Long-time guest David Mannen joins Jared Dillian to catch up on summer happenings, including writing short stories and the "just do it" mentality, student loans, how politicians often mirror TV evangelists, baseball, anti-intellectualism, the polarization of Donald Trump, and more.
2023-07-1338 minBe Smart by Jared DillianDon't Buy Cheap Crap If you're going to spend money, spend money on quality stuff—not junk that's destined to end up in the landfill in 12 months. Jared discusses buying items that last, ways to spend money on experiences that won't break the bank, and certain types of irresponsible purchases to avoid.
2023-06-2211 min
Trader ChatsTrading Sentiment with Jared DillianTrading Sentiment with Jared Dillian
Trader Chats | May 26, 2023
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Trader Chats returns with another very special guest, Jared Dillian.
Jared is a highly respected trader that relies on sentiment to dictate his trading decisions. But much...
2023-05-2628 minBe Smart by Jared DillianPersonal Finance in Las Vegas What role does gambling play in personal finance? Are you allowed to gamble if you want to lead a stress-free financial life? Jared answers these questions and more as he recaps his recent trip to Las Vegas.
2023-04-2711 minBe Smart by Jared DillianShit You Have to Pay For Seems like every time you turn around, there's something you have to pay for. In this episode, Jared discusses the unforeseen expenses you're never ready for, how they cause stress in your finances, and how to prepare for the unexpected.
2023-04-2009 minBe Smart by Jared DillianHow About Those Huskies? The UConn Huskies dominating March Madness, weight gain, business updates, and more. Jared and long-time guest David Mannen discuss life, work, and hitting the gym.
2023-04-1343 minBe Smart by Jared DillianRisk of Ruin Is it worth it to be paranoid with your money? Jared discusses the difference between spreading your money out and diversifying your assets, and shares how to avoid the grip of financial paranoia.
2023-04-0610 minBe Smart by Jared DillianA Bunch of Complete Idiots Who is next after Silicon Valley Bank? After an unintentional hiatus, Jared is back, explaining what happened, trying to figure out which banks have exposure, and discussing how to avoid collapse.
2023-03-2313 minBe Smart by Jared DillianGo In Through the Back Door How do you get the job you really want? There is nothing more powerful than a personal connection. Jared talks about navigating the intricacies of the hiring process and how to draw on your industry contacts.
2023-02-1612 minBe Smart by Jared DillianSocastee Before going back to teaching at Coastal Carolina University this fall, Jared talks campus life, frat guys, professors DJing at college parties, turning 21, and making a statement vs. showing up clean cut for interviews with Logan Miller, intern and the man behind the magic at The Daily Dirtnap newsletter.
2023-02-0922 minBe Smart by Jared DillianThe Importance of the Number 7Jared has the real estate financial experience, and realtor and friend David Mannen has the boots on the ground experience. They discuss the importance of the number seven when buying or selling a house, the ups and downs of the real estate market, and the playoffs for football and baseball.
2023-01-2643 minBe Smart by Jared DillianMoney is ImportantIf you're being forced to choose between fixing the car and going on vacation, you've got a problem. In this episode, Jared talks about what it means to truly be financially comfortable in life.
2023-01-1908 minBe Smart by Jared DillianWhen to Not Pay Down Your MortgageIs this the year to take risks in the financial market? Jared discusses what you should do in 2023 to prepare for 2024 and saving college students from bankruptcy with personal finance.
2023-01-1210 minBe Smart by Jared DillianAvoid the Major ScrewupsWhat are your investing goals for the new year? Jared talks about the realities of financial goals, avoiding big mistakes, and dealing with the unknown.
2023-01-0514 minBe Smart by Jared DillianDon't Go into Debt for ChristmasPeople end up in credit card debt because they don't want to have hard conversations. Jared discusses the quality and impact of truly meaningful gifts.
2022-12-1514 minBe Smart by Jared DillianUnderground & Making Dreams RealityJared and realtor David Manning talk about the profitability of Jared's dream club, the evolution of reality TV, football career lengths, and more.
2022-12-0847 minBe Smart by Jared DillianThe IRS's Spotlight on Venmo and PayPalFair warning: The IRS is now targeting third-party payment apps such as Venmo and PayPal, emphasizing the need to report income on transactions exceeding $600. Jared explains the importance of reporting your earnings, whether it be through part-time work, a side gig, or cashed-out winnings.
2022-12-0614 minBe Smart by Jared DillianI Don't Want to DieLife insurance doesn't make any sense. Jared talks about the dichotomy of needing but not wanting life insurance.
2022-11-2412 minBe Smart by Jared DillianGold: The Most Beautiful Coin in the WorldGold is finally turning around. Jared takes a deep dive into the best way to invest in gold and how to buy physical gold.
2022-11-1708 minBe Smart by Jared DillianInflation's Dramatic DiveThe pandemic caused ripple effects still sloshing through the economy, including inflation, but it's going to end. Jared takes a look in the crystal ball at the next six months and the psychological effect of inflation's inevitable downturn.
2022-11-1016 minBe Smart by Jared DillianThe Wealth Effect Is RealPeople in the financial world are panicking, but people in the real world have the right perspective. Jared discusses the wealth effect and the invaluable hope of "normal people."
2022-11-0315 minBe Smart by Jared DillianDon't Freak OutThe changes in the housing market all come down to this rate phenomenon. Jared gives his predictions on where the housing market is going and how inflation affects it.
2022-10-2709 minBe Smart by Jared DillianWhat Did I Miss?The bear market is getting old, and it's time to get greedy while others are still paralyzed with fear. Jared reflects on the past year in the market and gives hope for the future.
2022-10-2410 minBe Smart by Jared DillianGo to the ConferenceIt's a disadvantage to be an introvert in this world. Jared shares how he broke out of being an introvert and what being "lucky" requires from you.
2022-09-2910 min
Forward GuidanceThe Energy Trade Has Gone Too Far | Jared DillianUse code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-london/--Jared Dillian, publisher of The Daily Dirtnap, joins Jack to argue that European energy inflation will not, as many believe, cause an economic crisis. Instead, Dillian contends that, no matter the long-term consequences, governments will find solutions to the energy shortage such as price caps on commodity prices, which Dillian says will “crush” speculators. Dillian shares his framework for evaluating investor sentiment in order to discern the mood of the market and identify ideal turning points...
2022-09-151h 01
Conversations with Adam Rosh, MDEp 10: Jared Dillian - Financial Trader, Analyst, Author, Radio Show Host
“I try to be cynical, but it’s hard to keep up.”
For this episode of Conversations, we venture into the world of finance and speak with Jared Dillian.
Jared is truly a fascinating guy with incredible insights into the world.
I first came across his insights after reading an expose about him in the NY Times back in 2011.
Jared worked as a trader at Lehman Brothers starting back in 2001–just weeks before the terrorist attacks of 9/11. He started with Lehman as an index arbitrage trader and then as head of the ETF (o...
2020-05-2758 min