Be Smart by Jared Dillian

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!

In episode 383 of the BE SMART podcast, Cameron and Jared discuss the release of Jared's new book, NIGHT MOVES, market trends, the bullish momentum of gold, Trump's proposal on credit card interest rates, insights into the job market, and upcoming economic data. They also explore the implications of Fed rate cuts and the current economic environment.

Grab your copy of NIGHT MOVES here!

In this episode of the BE SMART podcast, Jared and Cameron discuss a range of topics, including the upcoming launch of Jared’s book NIGHT MOVES, the implications of political violence on economic conditions, the relationship between commodities and human progress, market trends and potential interest rate cuts, and strategies for investing in bonds. They touch on the current state of the economy, the importance of understanding market dynamics, and the need for investors to stay informed about upcoming data releases and Fed decisions.

In 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.

Jared and Cameron discuss Jared’s upcoming short story collection, NIGHT MOVES, before diving into commodities and skepticism toward Goldman Sachs’ copper forecast. They also discuss the recent decline in Nvidia’s stock price and its implications, the outlook for stocks in September, the use of puts as an alternative to short selling, and the allocation of new investments in the Awesome Portfolio.

In this episode of the BE SMART podcast, Jared and Cameron discuss various topics, including key market headlines, such as the upcoming Jackson Hole Symposium in Wyoming, the VIX’s unprecedented turnaround, and Kamala Harris's plan to stop price gouging. They also discuss the importance of teaching personal finance in schools before diving into the mailbag to answer a question about the Awesome Portfolio.

The collapse of the real estate market in 2008 nearly brought the global economy to its knees, but a few saw it as an opportunity to change their lives. Today, we’re facing a similar moment—this time in private equity. While we might not sink as low as the near-depression levels of 2008, a downturn in private equity could still turn a recession into something much worse… but there’s still an opportunity to get ahead of it. In this special edition of the BE SMART podcast, Jared and his co-host Cameron cover the problems surrounding private equity and the actionable, step-by-step moves needed to trade something of this magnitude.

On Monday, the Dow dropped 2.6%, the Nasdaq lost 3.43%, and the S&P 500 slid 3%. The Dow and S&P 500 registered their biggest daily losses since September 2022. On top of that, cryptocurrencies sank; the VIX skyrocketed; investors piled into Treasury bonds; and Japan’s stock market posted its worst drop since Wall Street’s Black Monday in 1987, contributing to fears of global turmoil in the markets.

In episode 387, Jared discusses recession fears, the importance of having short positions in a stock-based portfolio, and how traders can insure their portfolios against an extreme market crash. Plus, mortgage rates and the one thing younger generations should focus on when looking to buy a new home.

In episode 386, Jared breaks down various topics including market volatility, McDonald's earnings and consumer spending, Bitcoin, mortgage rates, personal finance questions from Reddit, and upcoming events such as the Federal Reserve meeting and the July jobs report. He addresses Reddit users’ concerns such as how to prepare for your parents’ golden years when they haven’t, emergency funds, what to do with your savings, and investment strategies.

In episode 385, Jared discusses recent political developments, their impact on markets, and whether the Trump trade is still in play. He also follows up from last week’s episode on the potential for a rotation into small caps… plus, company-specific headlines surrounding Verizon (VZ) and Delta (DAL), uncertainty and volatility in the market, and why his Strategic Portfolio makes sense as a “safe money” investing solution.