Be Smart by Jared Dillian

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 gold and silver prices, and the impact of political investing. Jared shares his insights on hedging strategies and the importance of being prepared for market volatility. The episode concludes with an announcement about the podcast's future direction.

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 the implications of the ongoing government shutdown and economic data blackout.

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 corporate reporting frequency. They also touch on the dynamics of the stock market, particularly small caps, and highlight significant investments in AI by companies like Nvidia. Also on deck: the influence of billionaires in media consolidation and the current state of cash in the market. Finally, they discuss the importance of spending on hobbies while maintaining financial responsibility.

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 also break down the dynamics of the gold market, meme stocks, and mortgage rates, while also addressing potential fiscal crises in the UK. The conversation wraps up with insights on out-of-favor metals and a follow-up on why Heinz ketchup is better than Hunt’s.

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 historical market trends, particularly the tendency to sell in September, and look at the sentiment surrounding the recent Bullish (BLSH) IPO. The episode wraps with a mailbag segment addressing strategies for protecting investment gains in names such as Apple, Amazon, Google, and Nvidia.