Podcast Episodes
Back to SearchEp. 418: Bonds Face a Reckoning, Private Equity Fights Extinction, and Silver Rips
In episode 418, Jared and Cameron discuss Las Vegas and the current state of sports gambling, the US-China trade war and the frustrating new reality of constant tariffs news, and the implications o…
Published on 3 months, 1 week ago
Ep. 417: Fiscal Dominance: Nothing Stops This Train
Back from a short hiatus, Jared and Cameron discuss a range of political, economic, and creative topics, including Joe Biden's recent cancer diagnosis and the scrutiny he is facing, Trump’s “Big Bea…
Published on 3 months, 1 week ago
Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?
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 Wa…
Published on 4 months ago
Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions
In episode 415 of the BE SMART podcast, Jared and Cameron discuss how The Economist’s covers often signal market turning points, economic predictions, and the impact of tariffs on the US economy. Th…
Published on 4 months, 1 week ago
Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair?
In episode 415 of the BE SMART podcast, Cameron and Jared discuss the impact of the Trump effect on Big Tech, the clash between Trump and Fed Chairman Jerome Powell, and the significance of gold in…
Published on 4 months, 2 weeks ago
Ep. 413: Break Glass in Case of Emergency
In episode 413 of the BE SMART podcast, Cameron and Jared discuss the current state of the market, the implications of tariffs, and strategies for investing during volatile times. They explore the F…
Published on 5 months ago
Ep. 412: Trump’s “Liberation Day” Gamble + AI’s Pummeling of the Gen Z Job Market
In episode 412 of the BE SMART podcast, Cameron and Jared discuss the implications of recent market movements, including tariffs, GameStop’s foray into Bitcoin, and how gold looks to be going parabo…
Published on 5 months, 1 week ago
Ep. 411: If You Understand Volatility, You Understand Options
In episode 411 of the BE SMART podcast, Cameron and Jared discuss the Federal Reserve’s policy direction, misconceptions about stagflation, and investment strategies in gold and options. They emphas…
Published on 5 months, 2 weeks ago
Ep. 410: Tariffs Are Deflationary + Recession Chances Jump
In episode 410 of the BE SMART podcast, Cameron and Jared discuss various market trends, economic outlooks, and investment strategies. They examine the implications of tariffs, the potential for a …
Published on 5 months, 4 weeks ago
Ep. 409: Tariff-Driven Economic Slowdown Has Investors on Edge
In episode 409 of the BE SMART podcast, Cameron and Jared break down the implications of a proposed US crypto reserve, the recent suspension of anti-money laundering laws by the Treasury Department…
Published on 6 months ago