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 personal finances to killing it on the stock market and everything in between. If you want to own your life—instead of borrowing or renting it—you need to start listening today. Music: Rylan Taggart - Lost Secret
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Jared Dillian Money Podcasts
This podcast is an open-ended exploration of topics relating to growing and preserving your wealth including investing, markets, decision making under opacity, risk, volatility, and complexity.
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Ep. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips
17:13
17:13
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17:13
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 economi…
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Ep. 417: Fiscal Dominance: Nothing Stops This Train
20:14
20:14
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20:14
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,…
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Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?
16:59
16:59
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16:59
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 …
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Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions
22:22
22:22
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22:22
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…
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Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair?
17:09
17:09
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17:09
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 tren…
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Ep. 413: Break Glass in Case of Emergency
14:48
14:48
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14:48
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…
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Ep. 412: Trump’s “Liberation Day” Gamble + AI’s Pummeling of the Gen Z Job Market
14:43
14:43
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14:43
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 conversat…
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Ep. 411: If You Understand Volatility, You Understand Options
18:29
18:29
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18:29
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 comm…
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Ep. 410: Tariffs Are Deflationary + Recession Chances Jump
13:33
13:33
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13:33
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 t…
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Ep. 409: Tariff-Driven Economic Slowdown Has Investors on Edge
18:50
18:50
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18:50
In episode 409 of the BE SMART podcast, Cameron and Jared break down the implications of a proposed US crypto reserve, the recent suspension of anti-money laundering laws by the Treasury Department, and the challenges facing US agriculture. They also discuss the US economic slowdown, the performance of Treasury bonds, and the controversial private …
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Episode 408: US Economic Growth Increasingly Relies on the Rich
22:42
22:42
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22:42
In episode 408 of the BE SMART podcast, Cameron and Jared discuss market trends, consumer sentiment, wealth disparity, and how the US economy is increasingly reliant on the top 10% of earners, as well as the implications of US-China relations on international investments. They also explore the current state of the gold market, rising costs of stapl…
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Episode 407: Reddit Rabbit Hole Vol. III (Overcome Financial Anxiety)
16:56
16:56
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16:56
In episode 407 of the BE SMART podcast, Cameron and Jared discuss Donald Trump’s latest round of tariffs (25% on steel and aluminum) and whether a full-scale US trade war against the world will deliver a “stagflationary shock” to the US economy. Plus, predictions for stocks and gold, the tax code’s controversial treatment of the profits of private …
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Episode 406: Tariff Man—Trump Blinks in Trade War
22:04
22:04
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22:04
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, …
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Episode 405: DeepSeek Disrupts Global AI Race, Nvidia Falters
16:37
16:37
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16:37
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, includin…
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Episode 404: Trump’s Inauguration, Meme Coin, and TikTok Involvement
14:01
14:01
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14:01
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 ef…
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Episode 403: Trudeau Resigns, Trump 2.0 Looms, and 2025's Crazy Start
18:10
18:10
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18:10
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 ana…
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Episode 402: Proper Diversification and Your Retirement Reality Check (with Josh Jalinski)
48:29
48:29
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48:29
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 …
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Episode 401: Why Investors Should Diversify Outside of US Assets
18:55
18:55
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18:55
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 ques…
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Episode 400: Investors Are Betting on a Market Melt-Up 🤔
18:49
18:49
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18:49
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 pi…
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Episode 399: Donald Trump vs. Jerome Powell and the Federal Reserve
15:36
15:36
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15:36
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.…
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Episode 398: 2024 Election (The Less-Inflationary Candidate)
21:29
21:29
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21:29
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 own…
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Episode 397: Is Elon Musk Cooked? Also... Stocks! Gold! Bitcoin!
12:20
12:20
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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…
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Episode 396: Private Equity Sinks Millions Into HVAC and Plumbing
16:19
16:19
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16:19
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 p…
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Episode 395: Surprise Jobs Data Hits Bonds—Plus, the Fed’s Likely Adjustment
17:20
17:20
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17:20
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 th…
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Episode 394: Stocks Survive September, October Surprises Loom Ahead of Election
20:33
20:33
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20:33
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 e…
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