Ep. 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 cu...
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Be Smart by Jared Dillian
Money is hard to make, keep, and control—and almost everyone gets it wrong sometimes. Now, ex-Wall Street trader Jared Dillian is here to talk to you about money: from sorting out your perso...
Episodes
20 of 100 episodesEp. 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 preci...
Ep. 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 R...
Ep. 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, inter...
Ep. 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 inters...
Ep. 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...
Ep. 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...
Ep. 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,"...
Ep. 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...
Ep. 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 4...
Ep. 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 te...
Ep. 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 ex...
Ep. 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,...
Ep. 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...
Ep. 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...
Ep. 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 ch...
Ep. 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 p...
Ep. 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 Fe...
Ep. 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 strategi...
Ep. 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...