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 Justin Trudeau's recent resignation and whether now is the time to accumulate a position in Canadian assets.

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 international investments, and the implications of inflation on financial strategies.

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.

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.

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.

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.

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.

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 private equity market; the push to incentivize people to have children by dangling tax exemptions in front of them; and how 2025 could bring a big resurgence to inflation numbers.

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 thoughts on navigating risks in equities.

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 economy, and reflect on the first six short stories in Jared’s new short story collection, NIGHT MOVES.

Grab your copy of NIGHT MOVES here!