Be Smart by Jared Dillian Podcast
1) 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 current state of the stock market, the implications of rising ...Show More
2) Ep. 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 ...Show More
3) 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 Reserve’s interest rate decisions and the implications of cor...Show More
4) 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, interest rate cuts, and the implications for the job market. They...Show More
5) 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 intersection of sports gambling and investing. They also explore h...Show More
6) 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 for stocks, bonds, the US dollar, gold, and silver; and the...Show More
7) 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 of the latest PPI report, the potential for stagflation, an...Show More
8) 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,” as well as the Federal Reserve chair search and how Trump m...Show More
9) 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 on the Federal Reserve and what to expect for the next chai...Show More
10) 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 422 of the BE SMART podcast. They discuss stocks hitting new ...Show More