Episode 382: The Private Equity Bubble Is Poised to Pop
Release Date: 06/06/2024
Episode 406: Tariff Man—Trump Blinks in Trade War
Be Smart by Jared Dillian
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.
info_outline
Episode 405: DeepSeek Disrupts Global AI Race, Nvidia Falters
Be Smart by Jared Dillian
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.
info_outline
Episode 404: Trump’s Inauguration, Meme Coin, and TikTok Involvement
Be Smart by Jared Dillian
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.
info_outline
Episode 403: Trudeau Resigns, Trump 2.0 Looms, and 2025's Crazy Start
Be Smart by Jared Dillian
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...
info_outline
Episode 402: Proper Diversification and Your Retirement Reality Check (with Josh Jalinski)
Be Smart by Jared Dillian
Josh Jalinski, founder and CEO of Jalinski Advisory Group and Wealth Quarterback LLC, joins the podcast to discuss the current state of financial advisors, the significance of diversification in investment strategies, and the behavioral aspects of finance. The discussion also dives into the role of Bitcoin in modern portfolios and the implications of mainstream financial institutions entering the cryptocurrency space, as well as the future of the dollar amid economic changes, the need for a shift in retirement planning strategies, the role of bonds in modern portfolios, the importance of...
info_outline
Episode 401: Why Investors Should Diversify Outside of US Assets
Be Smart by Jared Dillian
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.
info_outline
Episode 400: Investors Are Betting on a Market Melt-Up 🤔
Be Smart by Jared Dillian
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.
info_outline
Episode 399: Donald Trump vs. Jerome Powell and the Federal Reserve
Be Smart by Jared Dillian
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.
info_outline
Episode 398: 2024 Election (The Less-Inflationary Candidate)
Be Smart by Jared Dillian
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.
info_outline
Episode 397: Is Elon Musk Cooked? Also... Stocks! Gold! Bitcoin!
Be Smart by Jared Dillian
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.
info_outlineIn 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 ahead