Podcasts about daily dirtnap

Jared Dillian, author of the Daily Dirtnap newsletter, joins Ash Bennington to discuss why he's long on gold and foreign equities, and why he believes a U.S. recession is inevitable.

In episode 416 of the BE SMART podcast, Jared and Cameron discuss the recent DirtCon conference (for Daily Dirtnap subscribers), upcoming changes to the event, and key market headlines, including Warren Buffett's retirement and the implications for Berkshire Hathaway. They explore the effectiveness of DOGE in economic policy, Trump's controversial tariff proposals, and the shifting economic landscape in Latin America. The conversation wraps up with investment strategies in emerging markets and predictions for the upcoming Federal Reserve meeting.

Everyone is keeping a close eye on President Trump's reciprocal tariffs. Trump raised the rate on China to 125% and paused steep reciprocal tariffs on all non-retaliating countries. The turbulence on Wall Street has certainly raised concerns for many. Jared Dillian, author and writer for his newsletter The Daily Dirtnap, a daily market newsletter for investment professionals joined Dan.Listen to WBZ NewsRadio on the NEW iHeart Radio app and be sure to set WBZ NewsRadio as your #1 preset!

The Daily Dirtnap's Jared Dillian returns to Market on Close to discuss why President Trump's tariffs are "deflationary." Those tariffs, and job cuts spearheaded by DOGE, are two things Jared believes will lead the Fed to cut interest rates more than previously projected. He notes companies outside the U.S. may attract more American investors due to their valuations.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Daily Dirtnap's Jared Dillian provides his macro perspective on the markets with Oliver Renick. He notes commodities' bull run Friday while stocks sold off, adding that gold will continue to the upside in 2025. Jared later explains why he's bearish on Bitcoin and stocks in the U.S. but bullish on Canadian stocks and currency. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Is private equity teetering on the edge of a bubble, or does it still hold untapped opportunities?  Jared Dillian, financial author, investment strategist, and founder of The Daily Dirtnap, a renowned newsletter offering sharp insights on markets and macroeconomic trends, returns to the Futures Edge to discuss the performance of his Awesome Portfolio and its relevance in today's economic landscape.  He joins Jim Iuorio and Bob Iaccino to discuss the mounting risks in private credit, the precarious state of private equity valuations, and the tug-of-war between inflation and recession concerns. Dillian provides a nuanced analysis of the Federal Reserve's reactive strategies, consumer price inflation's varying perceptions, and the critical role of liquidity in navigating market volatility. Beyond the financial realm, the conversation transitions into Dillian's creative pursuits, highlighting his shift to fiction writing in Night Moves. Together, the speakers delve into the art of short story crafting, the emotional resonance of music, and the intricate discipline required to succeed in both writing and music production. From financial strategies to creative exploration, this episode offers a rare glimpse into the interconnected worlds of investing and artistry. Key Takeaways: -The Awesome Portfolio continues to deliver robust returns amidst economic uncertainties. -Private equity is under scrutiny due to elevated valuations, raising concerns of a bubble. -Private credit risks are intensifying, posing challenges for investors. -Inflation remains a medium-term economic challenge, with public and economic perceptions often diverging. -The Federal Reserve's policy actions tend to be reactive, fueling debates on their efficacy. -Diversification often demands balancing preferred and less-preferred assets. Chapters: 00:00 - Introduction to Jared Dillian and His Works 03:01 - The Awesome Portfolio and Its Performance 06:09 - Private Equity: Bubble or Opportunity? 09:13 - The Escalating Risks of Private Credit 12:05 - Economic Trends and the Fed's Influence 14:53 - Inflation vs. Recession: Navigating the Crossroads 17:54 - Future Trajectories for Interest Rates 21:13 - Deficits and Broader Economic Policy 24:09 - Public Perceptions of Consumer Price Inflation 27:04 - Night Moves: Jared's Journey into Fiction 30:28 - Mastering the Craft of Short Stories 40:02 - The Influence of Fictional Greats 46:11 The Journey of Rejection and Success 50:09 Understanding the Awesome Portfolio

Contrarian investor Jared Dillian, author of The Daily Dirtnap and founder of Jared Dillian Money, joins Wealthion's Andrew Brill to discuss why Trump's pro-growth policies might not deliver the market boom investors expect. Explore why a strong dollar could pressure exports and commodities, the role of currency interventions, and how global shifts like China's stimulus might shape markets. Jared also unpacks the disconnect between economic sentiment and reality, offering a fresh perspective on navigating 2025's financial uncertainties. Gain insights on how historical trends and policy decisions could shape 2025's financial landscape in this must-watch conversation. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3By9Apw Get Jared's insights on the markets and personal finance sent to your inbox every week at https://www.jareddillianmoney.com/go/JD053AF017/WEA Chapters: Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #Trump #BearMarket #Economy #MarketInsights #EconomicOutlook #GrowthPolicies #Commodities #Crypto #Markets #Macro ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Jared Dillian returns to the podcast. We last spoke a year ago about a collection of his essays, Those Bastards, and his personal finance book, No Worries. For those unaware, he previously worked as a trader at Lehman Brothers and writes the popular Daily Dirtnap newsletter. Today we're going to talk about the current financial climate and his new book, Night Moves, which is a collection of short stories.Links:* Night Moves: https://www.amazon.com/Night-Moves-stories-Jared-Dillian/dp/B0DFBJS741DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

Jared Dillian, author of multiple books and publisher of The Daily Dirtnap, remains long-term bullish on Gold and believes we will have to monetize the debt during the Trump administration, which won't be bullish for the stock market. 0:00 Intro0:50 Jared's Book Night Moves2:15 Latest Gold Analysis4:10 Gold vs. Stock Market8:15 Economy & Fed Policy in 202511:30 DOGE Can't Cut Much14:15 Bond Yields17:35 Gold Stocks22:30 Commodity PricesGet my report on one of my largest investments, a company with 10-bagger potential:  https://thedailygold.com/topstockpickLearn about my premium service: https://thedailygold.com/premium

In this eye-opening conversation, Jared Dillian, editor of The Daily Dirtnap, warns Wealthion's Andrew Brill about a massive bubble in the private equity sector that he believes could easily trigger widespread economic and market disruption. Known for his contrarian insights and ability to take the temperature of markets, Dillian also delves into why he thinks the bearish sentiment in commodities is nearing its end, the normalization of the post-pandemic economy, the anticipated September Fed rate cut, and more. Get access to Jared's exposé on private equity here: https://www.jareddillianmoney.com/watchtower Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com Timestamps: 00:53 - Jared's New Book: Night Moves 02:56 - The Normalization of the Post-Pandemic Economy 08:14 - The Fed Soap Opera: Are Rate Cuts Coming? 15:16 - Are We Headed To Recession? 16:43 - Jared's Exposé: The Private Equity Bubble And What It Could Mean For The Economy And Markets 24:53 - How Do We Protect Ourselves From An Overvalued Stock Market And A Private Equity Bubble? Connect with us online: Website: https://www.wealthion.com X: https://x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealth #Economy #Finance #Investing #StockMarket #InterestRates #FederalReserve #PrivateEquity #Inflation #MarketTrends #Gold #WealthManagement #Recession #InvestmentStrategies #FinancialMarkets  #Wealthion

Renowned financial writer Jared Dillian, the editor and publisher of the esteemed market newsletter “Daily Dirtnap,” returns to analyze the market's reactions to the recent assassination attempt on former President Donald Trump and to speculate on the potential ramifications had the outcome been different. Dillian joins podcast hosts Jim Iuorio and Bob Iaccino to scrutinize governmental failures, particularly the Secret Service's response to the incident, alongside the Federal Reserve's actions and forthcoming monetary policies. Dillian forecasts rate cuts and anticipates a potential rate cut cycle. The discussion further explores the inflationary spending policies of both Trump and Biden, emphasizing the likelihood of more significant inflation under Biden's administration. Investment opportunities are highlighted, such as gold, silver, Bitcoin, and long-dated S&P puts. The conversation extends to various pertinent topics, including JD Vance as a potential VP pick, his political alignment, Jared's innovative ‘awesome portfolio' investment strategy, student debt, homeownership, and the bond market. This comprehensive dialogue offers valuable insights into personal finance and sophisticated investment strategies. Takeaways -The 'awesome portfolio' investment strategy suggests allocating 20% to stocks, bonds, cash, gold, and real estate. -The yield curve inversion is an indicator of a potential recession, and a steepening yield curve may precede a recession. -Societal pressure to conform to certain expectations, such as owning a house or attending college, can lead to financial decisions that may not be in one's best interest. -Jared Dillian has a new book coming out called 'Night Moves,' which is a collection of short stories. Chapters 00:00 Introduction and Book Recommendations 03:10 Government Incompetence and the Secret Service 06:04 Federal Reserve Predictions and Monetary Policy 09:14 Comparing Trump and Biden's Spending Policies 13:49 Investment Opportunities in Gold, Silver, and Bitcoin 17:50 Mispriced Securities and Options Trading Strategies 20:25 Impact of Regulation and Government Spending on the Treasury Market 25:20 J.D. Vance: An Inspirational Candidate 28:16 JD Vance's Political Alignment and Comparison to Trump 33:47 The Impact of Student Debt and Lack of Financial Education 44:12 The Yield Curve and its Relationship to Recessions 48:16 Upcoming Book: 'Night Moves' by Jared Dillian

An interesting turn in politics. Looking at the "Awesome Portfolio" Having a healthy relationship with money with this week's Guest - Jared Dillian. Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money And Madness At Lehman Brothers, which was named Businessweek's #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016, THOSE BASTARDS: 69 Essays on Life, Creativity, and Meaning, published in 2023, NO WORRIES: How To Live a Stress Free Financial Life, published in 2024. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY)

Zach has a market update and a discussion with Jared Dillian of the Daily Dirtnap. Sign up for the next Virtual Webinar on June 27 at KnowYourRiskRadio.com. 

Zach sits down with author Jared Dillian of the Daily Dirtnap. 

This episode features Joe Crane interviewing Coast Guard Academy graduate and entrepreneur Jared Dillian. Dillian planned his transition by starting his MBA while on active duty and landed a trading job at Lehman Brothers. There, he began writing a newsletter that sparked his writing career. They discuss his journey as a writer, including his popular newsletter "The Daily Dirtnap" and his four published books. Joe and Jared delve into Dillian's book "No Worries," discussing common financial stressors and strategies for eliminating them. Dillian emphasizes the importance of prioritizing big financial decisions to minimize everyday worries. He also highlights the value of financial literacy and shares how military skills like time management and perseverance translate to success in the civilian world. Episode Resources:  The Daily Dirtnap | what the... Podcasts | Jared Dillian Money No Worries: How to live a stress-free financial life   About Our Guest    Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. Jared is the founder of Jared Dillian Money and has previously contributed to Bloomberg Opinion, Forbes and TheStreet.com. From 2019 - 2021, he was the host of The Jared Dillian Show, a nationally syndicated radio show on personal finance, and is now the host of the Be Smart podcast. In his spare time, Jared is a progressive house DJ and speaks frequently on mental health issues at financial institutions. He is also the author of Street Freak: Money And Madness At Lehman Brothers, which was named Businessweeks #1 general business book of 2011; the novel All The Evil of This World, published in 2016 and Those Bastards: 69 Essays, which published in 2023.   Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   About Our Sponsors Navy Federal Credit Union   Navy Federal Credit Union thinks that tapping into your home's equity shouldn't come at a high price. They're here to help you get more out of your home base with their home equity loan options. Navy Federal has home equity loan options that could be used for home renovations, big purchases, and high interest debt consolidation. We've used equity in our home for all sorts of things over the years. Navy Federal covers one hundred percent of closing costs, which means you could save hundreds of dollars.  Plus, they don't have application or origination fees. To learn more about Navy Federal's home equity loan options, visit NavyFederal.org. At Navy Federal, our members are the mission.      BetterHelp   This episode is sponsored by BetterHelp. I've been to therapy a few times over the years when dealing with tragedies in my life and the Marine Corps and the thing therapy helped me realize immediately is that the things that were bothering me were perfectly normal for them to bother me.  Once I realized that, it made everything much easier to deal with. Now we all know that being in the military is pretty much a traumatic experience in and of itself, but I want to make sure you understand this point, therapy isn't just for those who've experienced major trauma. Therapy is helpful for learning positive coping skills and how to set boundaries; it empowers you to be the best version of yourself. Give online therapy a try at betterhelp.com/VOTM and get on your way to being your best self.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470.

There are different philosophies one can have when it comes to money. Jared Dillian's is built around eliminating as much anxiety around it as possible, so you hardly think about money at all.Jared is a former trader for Lehman Brothers, the editor of The Daily Dirtnap, a market newsletter for investment professionals, and the author of No Worries: How to Live a Stress-Free Financial Life. Today on the show, Jared talks about the two biggest sources of financial stress — debt and risk — and how you can eliminate the stress they can cause. We discuss how three big financial decisions — buying a car, buying a house, and managing student loans — ultimately determine your financial health, and how to approach each of them in a stress-eliminating way. We also talk about how to minimize risk by creating what he calls an “awesome portfolio,” a mix of assets that has nearly the return of the stock market with half its risk. And Jared shares whether cryptocurrency fits into his “no worries” financial philosophy.Resources Related to the PodcastAoM Article: Why and How to Start an Emergency FundAoM Article: Start a Debt Reduction PlanAoM Article: What Every Young Man Should Know About Student LoansAoM Article: How to Buy a Used CarAoM Article: How to Negotiate the Best Deal on a New or Used CarAoM Podcast #536: How to Achieve a “Rich Life” With Your FinancesAoM Podcast #963: Launch a Million-Dollar Business This WeekendConnect With Jared DillianJared's finance websiteJared's personal websiteJared on X

In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets.Topics Discussed• Jared Dillian's perspective on the current macro views on monetary policy, hard assets, and other financial matters• The concept of financial stress and how to minimize it, focusing on debt and risk• The importance of time and rational decision-making in buying a house• A discussion on the current state of advice in the financial industry• The 'Awesome Portfolio' - a diversification strategy that includes stocks, bonds, cash, gold, and real estate• The role of gold in a diversified portfolio and its comparison to Dennis Rodman's role in a basketball team• The potential future of inflation and its impact on the global economy• An exploration of emerging markets, with a focus on India and Argentina• A discussion on potential future challenges in the financial market, including the possibility of high interest ratesThis episode offers valuable insights into financial stress, diversification strategies, and the future of global financial markets. It's a must-listen for anyone interested in understanding the complexities of the financial world and gaining strategies to navigate the uncertain financial landscape.

Jared Dillian, author of the Daily Dirtnap and several books, argues the real reason Gold is ripping is because of impending debt monetization in the US. He discusses the breakout in Gold and lackluster sentiment towards it. He believes precious metals are in a new secular bull market.  0:00 Intro1:05 Those Bastards Book2:10 People are Flat-Footed & Underinvested in Gold3:55 Real Reason Gold is Ripping5:45 QE, Yield Curve Control & Debt Monetization8:00 Early Stages of Gold Breakout Move9:20 Silver11:15 Secular Trend13:30 Stock Market Outlook16:30 Herd Interest in Precious Metals22:00 Gold Price Targets

Understanding the nuances of financial decision-making is crucial for navigating the complexities of investment strategies and achieving long-term financial goals. Jared Dillian (@dailydirtnap) is an acclaimed financial writer, editor and publisher of the market newsletter “Daily Dirtnap” and author of “No Worries: How to live a stress-free financial life,” “Street Freak: Money and Madness at Lehman Brothers” and "All the Evil of This World." He unveils the importance of personal finance literature to the role of enthusiasm in narrating financial advice. Jared joins podcast hosts (⁠⁠⁠⁠⁠@jimiuorio⁠⁠⁠⁠⁠) and Bob Iaccino (⁠⁠⁠⁠⁠@Bob_Iaccino⁠⁠⁠⁠⁠) to discuss his new book, "No Worries," highlighting the misconception that small choices alone determine financial success. They cover topics such as the importance of financial education, the three key financial decisions, the value of small decisions, balancing frugality and enjoyment, managing finances in a relationship, the cost of education, trade schools and career paths, the realities of real estate investment, finding purpose and enjoyment in work, and living below your means. They explore concepts such as living below your means, personal preferences in housing, macroeconomic concerns, debt crisis and government spending, the Federal Reserve's losses, yield curve control, the “awesome portfolio,” short-term performance evaluation, the ROI of college education, Jared Dillian's writing process and his upcoming projects.  Takeaways Financial education is crucial for making informed decisions about money. The three key financial decisions are housing, car, and student loans. Small decisions can have a significant impact on long-term financial success. Balancing frugality and enjoyment is important for a fulfilling life. Open communication and shared financial goals are essential in relationships. Consider trade schools and alternative career paths for financial success. Real estate investment carries risks and requires careful consideration. Finding purpose and enjoyment in work leads to financial success. Living below your means is a responsible financial choice. Chapters 00:00 Introduction and Book Discussion 02:19 The Importance of Financial Education 04:09 The Three Key Financial Decisions 06:14 The Value of Small Decisions 08:06 The Car and Housing Decisions 10:09 Balancing Frugality and Enjoyment 11:53 Managing Finances in a Relationship 13:46 The Cost of Education 18:08 The Realities of Real Estate Investment 20:30 Finding Purpose and Enjoyment in Work 23:10 The Risks and Rewards of Real Estate Investment 25:25 Living Below Your Means 27:12 Living Below Your Means 28:24 Personal Preferences in Housing 29:15 Downsizing and Building a Large House 30:21 Macroeconomic Concerns 30:31 Debt Crisis and Government Spending 32:54 The Federal Reserve's Losses 34:25 Yield Curve Control 36:21 The Awesome Portfolio 38:53 Short-Term Performance Evaluation 43:06 The ROI of College Education 46:30 Jared Dillian's Writing Process 50:19 Short-Term Performance Evaluation (Part 2) 52:26 Upcoming Books by Jared Dillian 53:00 Appreciation for the Audience This episode is sponsored by Mint Mobile.  $15 for your first 3 months. Visit site below:  ⁠⁠⁠⁠trymintmobile.com/futuresedge  ⁠⁠⁠⁠ Produced by ⁠⁠⁠⁠Haynow Media

George Orwell once said that writing a book is a “horrible, exhausting experience…that one would never undertake if one were not driven by some demon whom one can neither resist nor understand”.  Ok then. Let's all agree that writing a book is a heavy lift. Let's also agree that the personal finance advice industry is littered with gurus making outlandish statements about profit opportunities and often giving unsound advice on wealth management.With these in mind, it was a pleasure to welcome Jared Dillan back to the Alpha Exchange. Jared is the Founder and Editor of the Daily Dirtnap and the author of a recent book, “No Worries: How to Live a Stress-free Financial Life”. While many of the podcast discussions are in the weeds on high finance topics like monetary policy, hedging and correlation, my conversation with Jared emphasizes the basics: how to get the big decisions right and, in the process, enjoy more peace of mind. The foundations of our discussion are debt and risk, the two main sources of financial stress, in Jared's view. On the debt side, he emphasizes three critical transactions, the house, the car and student loans.On the risk side, he advocates for the “awesome” portfolio, a blend of stocks, bonds, gold, real estate and cash. While not returning what stocks have historically, this combination has considerably smaller realized drawdowns. Overall, Jared's book is easy to consume with plenty of nuggets accessible to the non-Wall Street types.I hope you enjoy this episode of the Alpha Exchange, my conversation with Jared Dillian.

Jared Dillian was a Wall Street trader at Lehman Brothers, has written 4 books, and now writes a newsletter for financial professionals called The Daily Dirtnap. He's sharp, witty, and brings great energy to today's conversation. In this episode of The Best Interest we learn about the Allegory of the Sandwich and how you can pay for the small stuff by thinking carefully about the big stuff! If you're looking to hear some unique takes on the FIRE movement and feel okay about that morning coffee, this is the episode for you!   Key Takeaways: How taxes can actually be really interesting! Why you should be ready to wait. Know your cash flow! Don't forget to prepare. How being smart about the big decisions will help you not sweat the small stuff. Why Jared doesn't want to retire. Why you shouldn't make your own pizza. The Allegory of the Sandwich. Why the goal should be happiness, not a number. When is it worth it to make more money? How financial stress doesn't necessarily depend on how much you make.   Mentions:

Jared Dillian is a writer, author, and speaker. He is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Jared has written for Bloomberg Opinion, Forbes, and TheStreet.com, and he now works as an investment strategist for Mauldin Economics. He has spoken at dozens of conferences and other events, proving that he is an excellent public speaker. Jared Dillian Money is Jared's personal finance venture, where he is a partner and developer of content. He joined us today to talk about his brand new book, ‘No Worries: How to Live a Stress-Free Financial Life.'We dive into strategies for minimizing financial stress and building wealth, with Jared emphasizing the importance of increasing income and making savvy financial decisions. From discussing the impact of college education on financial well-being to sharing effective investment strategies, this episode provides valuable insights into reducing financial stress.Get ready for a conversation that will equip you with practical tools for improving your financial journey. [07.13] The choice – Money is a choice. You are the one who decides how much money you are going to make. [13.43] Debt or risk – We discuss how debt and risks cause financial stress.[18.19] Volatility – Jared explains why humans are bad investors. [21.25] Luck – Jared shares how he positioned himself to be exposed to luck and how it benefited him. [26.12] The three Cs – The three Cs you must have to make investments are courage, capital, and conviction. [30.06] Credit card debts – Jared explains why credit cards are a terrible way to borrow money. [36.36] College education – We talk about the lack of knowledge in college students about modern world finances. [41.00] The purpose – The purpose of a college education. [46.00] Awesome portfolio – Jared explains the awesome portfolio.[52.45] The balance – The importance of having a healthy relationship with money. ResourcesConnect with JaredWebsite - http://jareddillianshow.com/                jareddillianmoney.com/ Twitter - twitter.com/dailydirtnap Book by Jared DillianNo Worries: How to live a stress-free financial lifeBook by Nassim Nicholas TalebFooled by Randomness: The Hidden Role of Chance in Life and in the MarketsBook by Nassim Nicholas TalebThe Black Swan

In this episode, Bill is joined by author Jared Dillian, discussing his journey from a radio show host to an accomplished author. They explore themes of financial stress and risk management, delving into Jared's philosophy of living a stress-free financial life. The conversation touches upon Jared's views on ambition, his diverse career including a stint as a DJ, and his future literary endeavors. Listen in!

On today's show, Ben Carlson and Michael Batnick are joined by Jared Dillian to discuss his new book No Worries: How To Live a Stress-Free Financial Life. Jared is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jared Dillian, Editor and Publisher of The Daily Dirtnap, discusses his book No Worries: How To Live a Stress-Free Financial Life.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Today's guest is Jared Dillian, the editor of The Daily Dirtnap, a daily market newsletter for investment professionals.  Jared's back on the podcast to talk about his book, No Worries: How to live a stress-free financial life, which just released yesterday. Jared talks about the 80/20 rule applied to personal finance, his “no worries” approach to investing, which he calls the awesome portfolio, and I bet you'll be surprised by which asset has performed best since 2000. We also get Jared's take on the market today. He touches on inflation, private equity, the bond market and more.  (1:20) - Welcome Jared back to the show; Episode #344: Jared Dillian (5:02) - Unpacking the concept “we get to choose how much money we have” (6:56) - Applying the 80/20 rule to personal finance (10:14) - Clarifying acronyms from 'No Worries: How To Live A Stress Free Financial Life' (14:57) - Considering the implications of young people accruing debt (18:11) - Different investment strategies & the Awesome Portfolio (34:41) - Jared's take on inflation and higher interest rates (36:58) - Assessing the current state of the market (43:26) - Concerns about Tony Robbins book (45:53) - Integrating AI into the process of writing Learn more about Jared: The Daily Dirtnap, Jared Dillian Money ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only). Register for their webinar on January 25th with Charlie Bilello. Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!   Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we welcome in Jared Dillian, author of The Daily Dirtnap newsletter and now of a new book titled "No Worries: How to Live a Stress-Free Financial Life". Jared and Trevor discuss the ethos of the book and why its a different publication than most financial and investment books you see on the book shelves. There are many themes in the book which we review, including people's relationship with money and debt, fears of recession, and why he thinks a 5-10% allocation of previous metals to one's portfolio is not near enough. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource, which will grow with a resource update in early 2024. Learn more at ⁠⁠⁠⁠https://vizslasilvercorp.com/⁠⁠⁠⁠ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠⁠vgcx.com⁠⁠⁠⁠.

A bit of a format flip on this episode as Sam and Derek tag team an interview with Jared Dillian, author of the new book No Worries: How to Live a Stress-Free Financial Life. Jared has had quite an interesting background from working at Lehman Brothers during their 2008 collapse to building a successful financial newsletter and podcast. The first half of the episode digs into Jared's thought on the current state of the economny, the effect of an inverted yield curve and his thoughts on the FIRE movement. We then jump into the principles discussed in the book for the second half of the episode. About Jared Dillian: Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money And Madness At Lehman Brothers, which was named Businessweek's #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016, THOSE BASTARDS: 69 Essays on Life, Creativity, and Meaning, published in 2023, and NO WORRIES: How To Live a Stress Free Financial Life, to be published in 2024. Additionally, Jared is an adjunct professor in the business program at Coastal Carolina University. Jared is also an investment strategist at Mauldin Economics, and previously contributed to Bloomberg Opinion, Forbes and TheStreet.com. His media appearances include MSNBC, Fox Business, Bloomberg TV, BNN, The New York Times, LA Times, Business Insider, Marketwatch, Yahoo! Finance, and dozens of local and syndicated radio programs. He is also the host of The Jared Dillian Show, a nationally syndicated radio show on personal finance. In his spare time, Jared is a progressive house DJ and speaks frequently on mental health issues at financial institutions. Discussed:  Order Jared's New Book No Worries @DailyDirtNap on X/Twitter @JaredDillianMoney on Instagram ILAB 149: Bill Perkins on How To Die with Zero Where we are: Johnny FD – Chiang Mai, Thailand / IG @johnnyfdj Sam Marks - South Carolina, US / IG @sammarks12 Derek – Los Angeles / IG @DerekRadio Sponsor: ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss Time Stamp: 00:30 - Interview with Jared Dillian Begins 05:16 - What's An Inverted Yield Curve? 14:50 - Jared's Thoughts on the FIRE Movement 17:42 - Key Points of the Book 34:34 - Sam & Derek Wrap Up & Recap If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify. Copyright 2024. All rights reserved. Read our disclaimer here.

Jared Dillian, founder of The Daily Dirtnap and author of “No Worries: How To Live A Stress-Free Financial Life,” returns to Forward Guidance to argue that too many are too excited about the stock market and private equity and that, accordingly, he is short both. Dillian expects the much-anticipated recession that never appeared in 2023 to finally arrive, and he remains bullish the front end of the yield curve. Filmed on December 20, 2023. Dillian's latest book: https://www.jareddillianmoney.com/books/no-worries __ Follow Jared Dillian on Twitter https://twitter.com/dailydirtnap Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG20 to get 20% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:31) Jared's Bearish View On Stocks (03:23) Jared's Short On Blackstone (06:55) Higher For Longer Was Just A Narrative All Along (09:07) I Think We'll Get A Recession (12:06) View On Long-Term Government Bonds (15:29) International and Value Stocks (18:06) Very Bearish View On Chinese Stocks (22:05) Bull Case In Argentina (23:09) Value Stocks Vs. Growth Stocks (25:09) Oil (26:51) Stock Market Sentiment (28:20) Indexing and The Awesome Portfolio (36:04) The Risk Of Focusing Too Much On Small Financial Decisions (44:51) Closing Thoughts On Crypto and Gold __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Jared Dillian served in the Coast Guard, worked as a trader at Lehman Brothers, and writes the Daily Dirtnap newsletter. He's also a DJ and a prolific author. His published books include Street Freak, an account of his time at Lehman Brothers and a novel called All the Evil of This World. He also wrote a collection of essays, Those Bastards (in reference to a quote from Dick Fuld, CEO of Lehman) which I highly recommend. I just finished it and it made me think deeply about a variety of different topics and frequently made me laugh and provided an enlightening perspective. In this interview, we discuss many of his different essays included in this book.He has an upcoming book which we discuss – No Worries: How to live a stress free financial life.Links* Those Bastards: 69 essays on life, creativity, and meaning: https://www.amazon.com/Those-Bastards-essays-creativity-meaning-ebook/dp/B0BZST4Z5P* No Worries: How to live a stress-free financial life https://www.amazon.com/No-Worries-live-stress-free-financial/dp/1804090409* The Daily Dirtnap: https://www.dailydirtnap.com/* Jared's substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe

JARED DILLIAN is one of the authentic unfiltered voices in finance and trading. He is also a true polymath. His newsletters include The Daily Dirtnap, a daily market newsletter for investment professionals, and We're Gonna Get Those Bastards, which is about everything “depraved”, especially finance, culture, music and sex.   He has a new book coming out in early 2024 called “No Worries” which brings his unique perspective to personal finance topics with the goal of helping people reduce anxiety around the wealth building process. https://www.amazon.com/No-Worries-live-stress-financial-ebook/dp/B0BZZFQPBG/ Back to the polymath part . . . In his spare time, Jared is a progressive house DJ, a short story writer, and speaks frequently on mental health issues at financial institutions.  It's Jared's ability to cultivate his creative side that sets him apart from the rest of the noise in the financial world. JARED'S BACKGROUND -  Early Life and the Coast Guard Lehman Brothers- The Experience and the Newsletter South Carolina HOW DID JARED GET INTO THE WRITING? (HE STARTED EARLY!) THE NEWSLETTERS - THE DAILY DIRTNAP and THEN "BASTARDS" THE TWO RECENT BOOKS - WE"RE GONNA GET THOSE BASTARDS https://www.amazon.com/Those-Bastards-essays-creativity-meaning-ebook/dp/B0BZST4Z5P/ - NO WORRIES -HOW DOES WHAT YOU DO INVESTMENT-WISE CONTRAST WITH THE CONVENTIONAL WISDOM OUT THERE? TRADITONAL vs SOCIAL MEDIA DJ / MUSIC / FICTION - HOW DO THESE ENDEAVORS HELP YOUR WRITING? WHAT ARE YOU WORRIED ABOUT CURRENTLY (MARKETS OR OTHERWISE?) HOW DO WE FIND JARED? WWW.JAREDDILLIAN.COM https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

Matthew Jessup CEO and Managing Partner with Jessup Wealth Management, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Brad McMillan, CIO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down big bank earnings. Jared Dillian, investment strategist at Mauldin Economics and editor at The Daily Dirtnap, author, also a former Bloomberg Opinion columnist, joins to talk markets, the Fed and inflation, and geopolitical risks. Jennifer Rie, Senior Legal Analyst: Antitrust with Bloomberg Intelligence, joins to discuss several corporate takeovers, including Kroger-Albertsons, Microsoft-Activision, and Exxon-Pioneer. Karen McColl, Senior Vice President of Wealth Management at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Sam Millette, director of Fixed Income at Commonwealth, joins to discuss joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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The Daily Dirtnap editor Jared Dillian sits down with Maggie Lake to discuss the price action post-NVDA earnings, his takeaways after Powell spoke at Jackson Hole, and what he is expecting to happen in the bond market. You can find more of Jared's work here: https://t.co/G7ZK0pEnK2 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jared Dillian, editor of the Daily Dirtnap, sits down with Maggie Lake to discuss the mixed data from today's jobs report, current sentiment across assets, and why he thinks now may actually be the time to buy bonds. Also, we've just launched Season 2 of the Real Vision Collective. See what we're up to here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tech stocks and bonds take a breather after more strong jobs data and some earnings hiccups. Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss current market sentiment, what his "Old Mom Indicator" says about this rally, and why he's urging investors to exercise patience as FOMO around this equity rally sets in. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap newsletter, to discuss the current equity rally, how sentiment has shifted, the state of commercial real estate and regional banks, and where he spots a value opportunity.You can find more of Jared's work here: https://www.dailydirtnap.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision now to claim $15 towards your first event contract, today. How can we think about money and finances in a smart, responsible way? Join Jared Dillian, editor of The Daily Dirtnap, and Real Vision's Maggie Lake as they delve into this subject and answer viewer questions from this Festival Of Learning special. Recorded on Thursday, March 30, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to discuss the resilient U.S. economy, the recession in Europe, what's causing stocks to push higher, and how these developments will influence Fed decision-making on interest rates next week. You can find more of Jared's work here: https://wggtb.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

In Episode 310 of Hidden Forces, Demetri Kofinas speaks with writer and author Jared Dillian in what was originally aired as a Live Q&A for members of the Hidden Forces Genius Community. Jared is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals focused on gauging and capitalizing on changes in market sentiment. He's also the author of several successful books including his most recent, “We're Gonna Get Those Bastards,” which is about everything that is depraved, especially finance, culture, music, and sex. This conversation ranges from discussions about market psychology, national security, and politics to things like how to handle financial success, how to use Twitter with integrity, and even what happens to us when we die. If you want to join in on these conversations in the future and become a member of the Hidden Forces genius community, which includes regular Q&A calls like this one, access to special research and analysis provided by our contributors, in-person events, and dinners like our upcoming one in London on June 29th, you can do that at HiddenForces.io/subscribe and if you still have questions, feel free to send an email to info@hiddenforces.io and Demetri or someone from our team will get right back to you. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/20/2023