Best Jared Dillian Podcasts (2025)

1
Ep. 417: Fiscal Dominance: Nothing Stops This Train 20:14

1d ago20:14

20:14

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 Beautiful Bill” and Moody’s US credit downgrade, gold versus Bitcoin for the remainder of 2025, whether companies such as Walmart will eat Trump’s tariffs,…

1
The Stimulus Deception | Rob Arnott Explains What Economists Are Getting Wrong 55:40

1h ago55:40

55:40

In this episode of Excess Returns, we welcome back Research Affiliates founder Rob Arnott to explore his provocative research challenging mainstream economic assumptions. Rob walks us through why government stimulus often fails to deliver real growth, how decades of rising spending have shaped today’s economic environment, and what the implications…

1
Two Strong Trader Opinions, A Cornell Lacrosse Championship, and JD's New Book 17:49

2d ago17:49

17:49

In this podcast, Tony Greer and Jared Dillian break down the U.S. credit crisis, bond market turmoil, gold’s breakout, Japan’s collapse, USD trades, retail dip-buyers, and Cornell’s National Lacrosse Championship win. Tune in next week for episode #49

1
The Hidden Logic of Options | Put-Call Parity Explained with Legos 29:25

3d ago29:25

29:25

In this episode of Teach Me Like I'm 5, options expert Kris Abdelmessih breaks down one of the most foundational—and misunderstood—concepts in options trading: put-call parity. Using Lego analogies, homemade spreadsheets, and Fast & Furious references, Kris shows how options are like building blocks you can combine to create any payoff you want—inc…

1
Too Much Google, Tesla, Nvidia? | Wes Gray & Sri Narayan Explain a Smarter Way Out 56:53

7d ago56:53

56:53

In this episode of Excess Returns, we dive deep into one of the most complex and pressing issues facing successful investors today: what to do with concentrated stock positions. Whether from employee stock compensation or a major investment win, holding too much of a single stock presents serious tax and diversification challenges. Our guests—Wes G…

1
Reunited and It Feels So Good 17:24

9d ago17:24

17:24

In this podcast, Tony and Jared discuss the silent cracks forming under the market's surface — and why no one’s ready for what’s next. Bonds look like they’re about to blow Gold’s acting like it knows a secret Retail is still buying dips like it’s 2021 Japan’s bond market is quietly falling apart 🔔 Tune in next week for episode #48…

1
The Fourth Turning Is Now | Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken 53:11

14d ago53:11

53:11

What does it mean to come of age during chaos—and how does that shape the generations who must lead us through it? In this thought-provoking episode of Rabbit Hole, Dave Nadig speaks with Neil Howe—author of The Fourth Turning Is Here—about the evolving role of Gen X in today's world, the generational dynamics underpinning societal shifts, and what…

1
What Investors Get Wrong About Trade Wars | Kai Wu 56:05

17d ago56:05

56:05

In this episode of Excess Returns, Kai Wu of Sparkline Capital returns to break down his latest research piece, Investing Amid Trade Wars. Using over two dozen insightful visuals, Kai explores how investors should think about global trade exposure in an era of rising tariffs, economic nationalism, and geopolitical uncertainty. He makes the case for…

1
Stocks, Bonds, & Bitcoin with Raoul Pal 41:20

17d ago41:20

41:20

In this episode, Tony welcomes Raoul Pal, founder of Real Vision, for a comprehensive discussion on; •Current positioning across stocks, bonds, and Bitcoin •State of global markets •Stories from their early days working together at Goldman Sachs •Long-term implications for crypto, tech, and global asset allocation 🔔 Tune in next week for episode #4…

1
Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America? 16:59

26d ago16:59

16:59

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 …

1
Battle Royale Zone in the S&P and a Dirtnap Conference Review 21:45

25d ago21:45

21:45

Tony and Jared talked about inflation vs deflation. In this podcast, Tony and Jared discuss Market Movements, Gold, and the battle between Good & Evil. Tune in next week for episode #46

1
The Retail Rally Trap | Kris Sidial on Market Fragility and the Risks of Buy the Dip 59:52

25d ago59:52

59:52

In this episode, Kris Sidial joins Jack Forehand and Brent Kochuba to break down the mechanics of tail risk hedging, why most volatility strategies fail, and how his team approaches dislocations in the market. We explore what's really driving volatility behind the scenes, the evolving market structure, and why the current environment may be far mor…

1
Mag Seven Margin Crunch | Cameron Dawson on Tariffs, Recession Risk and the Defensive Investing Trap 51:50

29d ago51:50

51:50

Are we heading toward a recession—or just stuck in macroeconomic purgatory? In this episode of Excess Returns, Dave Nadig and Matt Zeigler sit down with Cameron Dawson, CIO of NewEdge Wealth, to explore the uncertain territory between headline-driven panic and hard data reality. From the implications of sweeping tariffs to the capital account war n…

1
The Market's Best-Kept Secret | Travis Prentice on Momentum's Surprising Edge 50:44

1M ago50:44

50:44

In this episode of Excess Returns, Justin and Jack welcome Travis Prentice from Informed Momentum Company to discuss the ins and outs of momentum investing. Travis brings nearly three decades of momentum investing experience and shares valuable insights about momentum strategies, misconceptions, implementation challenges, and how momentum can be ef…

1
Ep. 415: 100 Days of Madness: Trump, Tariffs, and Global Trade Tensions 22:22

1M ago22:22

22:22

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. They also dive into Tesla’s recent performance, Trump’s frustrating tax proposals, and the potential for a recession before touching on the systemic risks…

1
Gold Overheating, Stocks in No Man's Land 19:06

1M ago19:06

19:06

Jared Bullish on Bonds In this podcast, Tony and Jared discuss Market Movements, Sports, and Music. Stochastic at Night We Met - Nashville FREE passes to JD’s party, hit the link to RSVP - https://www.eventbrite.com/e/stochastic-at-night-we-met-nashville-tickets-1271732017699?utm_experiment=test_share_listing&aff=ebdsshios…

1
The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here 54:22

1M ago54:22

54:22

Join hosts Matt Ziegler and Jack Forehand as they interview Jared Dillian (@DailyDirtNap on Twitter) for a fascinating discussion on current market conditions, macroeconomic trends, and controversial investment perspectives. Jared shares his unique takes on everything from tariffs to portfolio construction, offering insights that often challenge co…

1
The Men in The Arena, JD and TG talk Stocks, Gold, and Bitcoin 18:25

1M ago18:25

18:25

Tony and Jared talked about Tariff negotiations. In this podcast, Tony and Jared discuss Market Movements, Movies, and Energy Vampires. Tune in next week for episode #44

1
Ep. 414: Can Trump Actually Fire Jerome Powell as Fed Chair? 17:09

1M ago17:09

17:09

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 the current economic climate. They also share personal updates and predictions for the market, emphasizing the importance of understanding economic tren…

1
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You 1:11:52

1M ago1:11:52

1:11:52

When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That led us to create a standard closing question that we ask all of our guests, “Based on your experience in the markets, if you could teach one lesson to your average investor, what would th…

1
Behind the Scenes of the Madoff Scandal with a Trader on the Inside | Andrew Cohen 59:54

2M ago59:54

59:54

In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff and ultimately becoming a victim of history's largest Ponzi scheme. Now a respected finance professor, Cohen offers unique insights into Wall Street's trading culture, the…

1
Talking Shop at 30 Vol 20:17

2M ago20:17

20:17

Tony and Jared talked about clarity on Tariffs. In this podcast, Tony and Jared discuss Market Movements, the BCOM (Bloomberg Commodity Index), and Sports. Tune in next week for episode #43

1
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing 55:20

2M ago55:20

55:20

Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his expert perspective on today's market challenges, including the unprecedented narrowness of recent markets, the impact of tariffs on the US economy, an…

1
Guest Brent Donnelly of Spectra Markets mid Tariff Storm 42:48

2M ago42:48

42:48

Tony, Brent, and Jared talked about the Tariff War. In this podcast, Tony, Brent, and Jared discuss Market Movements, Music, and Sports. Tune in next week for episode #42

1
Ep. 413: Break Glass in Case of Emergency 14:48

2M ago14:48

14:48

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 Federal Reserve’s stance on interest rates, the potential for recession, and the importance of maintaining cash reserves in a portfolio. The conversation…

1
The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It 1:02:49

2M ago1:02:49

1:02:49

In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent market environment. Jim brings his decades of experience to provide context, rational analysis, and long-term perspectives, steering clear of bold predic…

1
100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them 1:01:50

2M ago1:01:50

1:01:50

In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of influential newsletters, and co-founder of Woodlock House Family Capital, Chris brings a wealth of experienc…

1
The Fastest Market Selloff Since 2020: Rick Ferri on Tactics to Survive and Thrive 53:56

2M ago53:56

53:56

In this episode, we are joined by Rick Ferri, a renowned advocate for low-cost, evidence-based investing. With the market in the midst of a significant selloff, it was a great time to get Rick’s practical wisdom on navigating market volatility, maintaining simplicity in investing, and making informed portfolio decisions amidst economic uncertainty.…

1
LIBERATION DAY MARKETS 31:04

2M ago31:04

31:04

Tony and Jared talked about Stocks down, Bonds up, and the Dollar down. In this podcast, Tony and Jared discuss Market Movements, Tariffs, and Sports. Tune in next week for episode #41

1
Ep. 412: Trump’s “Liberation Day” Gamble + AI’s Pummeling of the Gen Z Job Market 14:43

2M ago14:43

14:43

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 parabolic. They also break down the declining dollar, labor market pessimism, and the impact of AI on job opportunities for younger generations. The conversat…

1
Heading to Recession Island | Will the Trump and Powell Puts Help Us Reverse Course? | Andy Constan 1:02:21

2M ago1:02:21

1:02:21

In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the U.S. economy’s trajectory, the impact of policy shifts under the new administration, and the tools investors should consider—or avoid—in today’s volatile markets…

1
Metals, Markets, and a Biblical Trade Story 27:17

2M ago27:17

27:17

Tony and Jared talked about the 3 H's. In this podcast, Tony and Jared discuss Market Movements, Copper, and Sailor's Deck (1-on-1 video consultation with Tony). Tune in next week for episode #40

1
Ep. 411: If You Understand Volatility, You Understand Options 18:29

2M ago18:29

18:29

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 emphasize the importance of risk management in investing and clarify the “set it and forget it” approach. The conversation also touches on a spicy viewer comm…

1
Interview with Alex Hutchinson 1:25:22

2M ago1:25:22

1:25:22

Alex Hutchinson (@sweatscience) is my favorite fitness journalist. This podcast was an absolute pleasure. We had the opportunity to explore his outstanding new book, The Explorer's Gene. We also discuss, in detail, his 2018 NY Times bestseller Endure: Mind, Body, and the Curiously Elastic Limits of Human Performance. I rate this book among my top t…

1
The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche 1:10:03

2M ago1:10:03

1:10:03

Join us for an insightful conversation with Cullen Roche, a renowned financial expert from Discipline Funds, as he breaks down some of the most pressing economic and market topics impacting investors today. Hosted by Justin and Jack, this episode of Excess Returns dives into a "fact and fiction" style discussion, where Cullen unpacks complex issues…

1
Bulls, Bears, Trading Drawdowns, & Bad Dates 42:09

2M ago42:09

42:09

Tony, Bob, and Jared talked about Health & Fitness. In this podcast, Tony, Bob, and Jared discuss Market Movements, Gold, and Dating stories. Tune in next week for episode #39

1
Talking with Phil Bak of Armada Investors 44:13

3M ago44:13

44:13

Tony, Phil, and Jared talked about Bernie Madoff's Ponzi scheme. In this podcast, Tony, Phil, and Jared discuss Market Movements, Real Estate, and the importance of being Artistic. Tune in next week for episode #38

1
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia 1:03:18

3M ago1:03:18

1:03:18

In this episode of Excess Returns, Matt Ziegler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. They dive deep into the current market volatility and economic uncertainties facing investors. From tariff concerns to shifting consumer behaviors, they prov…

1
Ep. 410: Tariffs Are Deflationary + Recession Chances Jump 13:33

3M ago13:33

13:33

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 recession, the current state of the stock market, and Monday’s rough day for Magnificent 7 stocks. The conversation also touches on inflation rates and t…

1
Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It 37:14

3M ago37:14

37:14

Buy Barry's Book https://amzn.to/3F7APZP In this initial episode of Rabbithole of our new show Rabbithole, Dave Nadig explores the psychology of money and investing with Barry Ritholtz, author of "How Not to Invest." Their conversation challenges conventional financial wisdom and reveals insights about what money is, and how we use and invest it. K…

1
Battling the Tariff Bear 30:18

3M ago30:18

30:18

Tony & Jared talked about Ash Wednesday. In this podcast, Tony & Jared discuss Market Movements, America First, and Sports stories. Tune in next week for episode #37

1
Ep. 409: Tariff-Driven Economic Slowdown Has Investors on Edge 18:50

3M ago18:50

18:50

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, and the challenges facing US agriculture. They also discuss the US economic slowdown, the performance of Treasury bonds, and the controversial private …

Podcasts Worth a Listen

Jared Dillian Podcasts

Podcasts Worth a Listen