In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.

Click here to listen to Jared's first episode on The Meb Faber Show.

In today’s episode, we’re talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe.

Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore.

Please enjoy this episode with The Daily Dirtnap’s Jared Dillian.

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