The Monthly Dirtcast

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.

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.

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.

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.

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.

Jared and Lenore discuss all things macro--in particular, President Trump's verbal interventions in monetary policy and the shape of the yield curve. They also discuss Alexandria Ocasio-Cortez, and the relentless trend of political polarization.

Tommy Thornton, editor of Hedge Fund Telemetry, joins Jared on the show.  Tommy has had a long career on Wall Street, going back to the days of working as an intern at Drexel Burnham Lambert.  Tommy runs Hedge Fund Telemetry, a research product for professional investors.  Jared asks Tommy about his days at Level Global and his work with Demark indicators, while Tommy turns the tables and asks Jared some pointed questions about his views on indexing.

Daily Fantasy Sports has been getting a lot of attention in recent years.  With the introduction of legalized sports gambling, will it become more or less popular?  Our guest is James Gettinger, one of the most successful DFS players in the world, who also happens to be an advantage player in poker.  Tune in as we talk about sports, gambling, and markets.

New Century Advisors inflation strategist Com Crocker joins us to talk the Fed, inflation, and bonds.  The Fed, inflation, and bonds.  The Fed, inflation and bonds.  Com and Jared cover it all.

I had every intention of talking to CAPT Mike Hudson, USCG about personal finance stuff, but we ended up talking about Coast Guard stuff, and it turned out to be a fascinating conversation. Not much here in the way of finance if that's what you're looking for, but if you want a glimpse into the nation's beloved sea service, look no further.

A guest appearance from one of the titans of income investing: Jason Brady, CEO of Thornburg Investment Management in Santa Fe, New Mexico.  We get a little insight as to what it's like to run an active asset manager during the rise of passive management.  Jason also discusses whether the bond bull market is actually over, the outlook for deficits and bond issuance, and more.

We welcome Brett Topche, Managing Director of Red and Blue Ventures in Philadelphia, to talk about some of the crazy stuff happening in the VC world these days. Brett and Jared also discuss Philadelphia and gifted and talented camps, finishing with a speed round.

Make it two months in a row talking about the Canadian housing bubble. This time we talk to a man on the ground: Steve Saretsky, enterprising Vancouver real estate agent who is more than prepared for a downturn. Steve hoards any and all economic data related to housing, making him much sought-after to folks like me trying to research the scale and scope of the bubble. And, Speed Round is back.

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.

We take a break from the world of finance and delve into local politics--Jared interviews Gregg Smith, who is running for city council in Myrtle Beach. Jared and Gregg talk about how to solve small-town problems, like public safety--and then turn to how to grow the local economy and diversify it away from tourism and hospitality. If you've ever entertained thoughts of running for local office, you'll want to tune in.

Everything you wanted to know about equity volatility but were afraid to ask. Listen to vol professional Devin Anderson and Jared rap about some of the great mysteries of the derivatives markets, along with Ocean's Eleven, interview tips, and the most epic Speed Round ever.

If you have ever thought about writing a book, this podcast episode is for you. Jared speaks with New York Times bestselling author Turney Duff about the business of writing, and the economics behind it--and why it can be so difficult. It is a common misconception that published authors are rich; as you will learn, there is nothing further from the truth. Turney and Jared share their true feelings on what it's like to make one's living as a writer.

It's an honor and privilege to be able to interview one of the original Market Wizards, one of the pioneers of option trading, Tony Saliba.  Tony started on the CBOE in the seventies, and had a long and profitable career market-making, including during the Crash of 1987. Tony tells some pretty hilarious trading floor stories, too.

Jared gets down to the business of learning about minor league baseball, with Myrtle Beach Pelicans general manager Andy Milovich. The Pelicans are the advanced-A affiliate of the Chicago Cubs, and have been in Myrtle Beach for over a decade. Jared and Andy discuss how the economics of minor league baseball work, then get into some of the hilarious aspects of running a team.

Jared interviews Dean Curnutt, CEO of Macro Risk Advisors. Dean talks about what it was like opening an agency broker-dealer (during the financial crisis), the ups and downs and everything in between. Jared and Dean also discuss the current state of equity volatility, the prevalence of short volatility trades, and the fragility of the vol ecosystem.

Chris and Jared gulp down a bunch of pre-workout to get revved up to talk about dentists. Chris Vandiford is a practice broker, who helps dentists buy and sell their practices. Dentistry has turned into an asset class in its own right that has attracted a lot of outside interest from professional investors.

Before Jared and Eric get down to business, they tell a few sea stories about their days in the Coast Guard.  Eric Hatcher is one of the world's most successful individual investors, and he tells the secrets of his success, how he started investing first with CDs, then graduated to mutual funds and stocks.  He also talks about how he rode out the two big bear markets in the last 20 years.

Jared interviews David Mannen, real estate agent and contractor in the Myrtle Beach area.  They discuss local market conditions, the prevalence of subsidized lending, education, and Chicago sports.

Jared and Tony talk Trump, music, energy markets, the Fed, Yankees baseball, with a speed Round at the end.

Jared interviews local Myrtle Beach financial advisor Johnny Fryar.  They discuss Southern culture, military academies, Johnny's book "All About Faith and Finance," the DOL rule and the future of financial advisory, and local politics.