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Money is hard to make, keep, and controlâand 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 personal finances to killing it on the stock market and everything in between. If you want to own your lifeâinstead of borrowing or renting itâyou need to start listening today. Music: Rylan Taggart - Lost Secret
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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 piâŚ
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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 Reserveâs future under Trump, and the implications for private equity.âŚ
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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 ownâŚ
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Elon Musk says he plans to award $1 million a day to a randomly chosen voter⌠this yearâs 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. InâŚ
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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 pâŚ
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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 thâŚ
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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 eâŚ
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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 environmenâŚ
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In this episode of the BE SMART podcast, Jared and Cameron discuss a range of topics, including the upcoming launch of Jaredâs 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 bondsâŚ
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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 Appleâs AI selling point for its nâŚ
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Jared and Cameron discuss Jaredâs upcoming short story collection, NIGHT MOVES, before diving into commodities and skepticism toward Goldman Sachsâ copper forecast. They also discuss the recent decline in Nvidiaâs stock price and its implications, the outlook for stocks in September, the use of puts as an alternative to short selling, and the allocâŚ
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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 VIXâs 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 theâŚ
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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, weâre facing a similar momentâthis 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 intâŚ
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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 Japanâs stock market posted its worst drop since Wall Streetâs Black Monday in 1987, conâŚ
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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 usersâ concerns such as how to prepare for your parentsâ goldeâŚ
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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 weekâs 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 whâŚ
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Following the attempted assassination of Donald Trump, Jared discusses the idea of the âTrump tradeâ 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 comâŚ
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In todayâs 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 Nvidiaâs recent 10-for-1 stock split, Californiaâs bump in minimum wages, greedflation and rising fast food prices, and why itâs a bad idea to finance used cars. He also addresses readersâ quâŚ
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In episode 382, Jared discusses why he thinks private equity is one of the biggest bubbles of all time, as well as Roaring Kittyâs 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 fâŚ
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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?âŚ
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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 âŚ
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Would you have more money if you didnât buy coffee? Perhaps marginally more, but itâs a rounding error in the grand scheme of things. Stop focusing on the little things that donât matter. Buying coffee is peewee stuff that just does not matter, and you have these so-called financial âexpertsâ focused on this kind of stuff, alienating everyone in thâŚ
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Having money in stocks and mutual funds that perform well doesnât mean youâre creating wealth. In that case, youâre 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 bâŚ
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No, itâs 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 whyâŚ
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Mutual funds let you pool your money with other investors to buy stocks, bonds, and other securities. Theyâre run by professional money managers who decide which securities to buy (stocks, bonds, etc.) and when to sell them. Hereâs the thing, though: Mutual funds are not free. That said, theyâre inexpensive, but that doesnât stop people from gettinâŚ
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