Seth Daniels, founding partner of JKD Capital, joins Jared on TMD as two vocal Canadian housing shorts deconstruct the trade that has gone on forever, with discussions about CMHC and credit insurance, to immigration and monetary policy.

TMD Episode 12: Seth Daniels

The Monthly Dirtcast isn't your average financial podcast--no Masters of the Universe as guests, no financial advisors with something to sell; Jared Dillian takes you on a monthly journey through the world of finance, both highbrow and lowbrow.  You'll hear from traders of complex derivatives down to strippers, telling you what they do with their cash.  Have suggestions for the show?  Email info@dailydirtnap.com

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Welcome to the last episode of The Monthly Dirtcast--before we put it in hibernation for a while. Our guest is Tony Greer, purveyor of TG Macro. Jared and Tony talk markets for a while, before they dig into pop culture and the meaning of life. Jared announces what's next after  The Monthly Dirtcast. Tune in and reflect on two years of a podcast well done.

TMD Episode 25: Tony Greer

Ever wonder what it is like to start an ETF issuer? It is a lot more complicated than you think. This month we have Brendan Ahern, CIO of Kraneshares, a boutique issuer of China-based ETFs. This is an episode about all things ETFs, with an epic Speed Round at the end.

TMD Episode 24: Brendan Ahern

Everything you wanted to know about beer distributors but were afraid to ask. Jared hosts Jimmy Yahnis of The Yahnis Company, a Myrtle Beach beer distributor. Whatever misconceptions you may have about the beer industry are about to be destroyed. Jared and Jimmy discuss the risks and pitfalls of an industry that is proving to be very dynamic.

TMD Episode 23: Jimmy Yahnis

Matt McGough used to be a bat boy for the New York Yankees in the early nineties--and wrote a book about it. Matt and Jared talk about baseball, the game within the game, and Matt's other writing endeavors, including for Law and Order. Listen to this podcast, and please root for the Yankees in the playoffs.

TMD Episode 22: Matt McGough

Jared interviews Salem Abraham of Abraham Trading Co. from Canadian, Texas.  Jared and Salem spend some time talking about the history of the firm, what it's like to run a CTA from the middle of nowhere in North Texas, and they also spend some time talking about the philosophical aspects of trend following, along with the business of index arbitrage in the early 2000s.

TMD Episode 12: Seth Daniels

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