Episode 391: Apple Intelligence, Trump & Musk, and Taxing Unrealized Capital Gains
Release Date: 09/12/2024
Ep. 419: Twitter Fingers: Trump and Elon Clash + Stocks Surge Back Near Record Levels
Be Smart by Jared Dillian
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.
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Ep. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips
Be Smart by Jared Dillian
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
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Ep. 417: Fiscal Dominance: Nothing Stops This Train
Be Smart by Jared Dillian
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.
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Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?
Be Smart by Jared Dillian
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.
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Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions
Be Smart by Jared Dillian
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.
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Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair?
Be Smart by Jared Dillian
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.
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Ep. 413: Break Glass in Case of Emergency
Be Smart by Jared Dillian
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.
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Ep. 412: Trump’s “Liberation Day” Gamble + AI’s Pummeling of the Gen Z Job Market
Be Smart by Jared Dillian
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.
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Ep. 411: If You Understand Volatility, You Understand Options
Be Smart by Jared Dillian
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!
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Ep. 410: Tariffs Are Deflationary + Recession Chances Jump
Be Smart by Jared Dillian
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.
info_outlineIn 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.