In this episode of the BE SMART podcast, hosts Jared and Cameron discuss a range of topics from sports to market trends. They analyze the current state of the stock market, the implications of rising gold and silver prices, and the impact of political investing. Jared shares his insights on hedging strategies and the importance of being prepared for market volatility. The episode concludes with an announcement about the podcast's future direction.

Want more tools for a richer life?

• Keeping your head when everyone around you is losing theirs—an old stock market adage. Really, what this is saying is that you should be rational when everyone else is being irrational. Good advice for today’s markets.

• Read about Jared’s Strategic Portfolio for timely, actionable investment ideas on exchange-traded funds that can help you mitigate volatility and build a resilient and profitable core portfolio.

Want to hear more from Jared? Click here.

Jared and Cameron discuss the current state of the market, the AI bubble’s impact on the economy, private equity challenges, trends in precious metals and cryptocurrencies, banking consolidation, and the implications of the ongoing government shutdown and economic data blackout.

Want more tools for a richer life?

• Instead of dorking around with capital gains taxes on real estate, why not lower marginal rates? Read Jared’s free article, “Capital Gains Taxes on Houses,” here.

• If you see something that is mispriced, you should take advantage of it. The Daily Dirtnap has you covered.

Want to hear more from Jared? Click here.

Jared and Cameron briefly talk Paul Thomas Anderson films, as well as music, before discussing recent market trends, including the Federal Reserve’s interest rate decisions and the implications of corporate reporting frequency. They also touch on the dynamics of the stock market, particularly small caps, and highlight significant investments in AI by companies like Nvidia. Also on deck: the influence of billionaires in media consolidation and the current state of cash in the market. Finally, they discuss the importance of spending on hobbies while maintaining financial responsibility.

Want more tools for a richer life?

• Can you predict inflation? Well, can you predict psychology? Because everything is psychological.

• Jared brings sentiment and technical analysis. Adam, his long-time analyst, delivers deep fundamental research. Together, in Heartland Investor, they share the unsexy stocks investors overlook, undervalued companies with strong balance sheets and plenty of room to run. Don’t sleep on small caps.

Want to hear more from Jared? Click here.

In episode 428 of the BE SMART podcast, Jared and Cameron discuss some of the latest economic trends, including weak US payroll gains, interest rate cuts, and the implications for the job market. They also break down the dynamics of the gold market, meme stocks, and mortgage rates, while also addressing potential fiscal crises in the UK. The conversation wraps up with insights on out-of-favor metals and a follow-up on why Heinz ketchup is better than Hunt’s.

Want more tools for a richer life?

• A lot of gold bugs plan to hold forever. But there is going to be a time to sell. So, the question is: When do you sell?

Want to hear more from Jared? Click here.

Jared and Cameron discuss recent trends in the gold and silver markets, the implications of tariffs on the US dollar, and the growing intersection of sports gambling and investing. They also explore historical market trends, particularly the tendency to sell in September, and look at the sentiment surrounding the recent Bullish (BLSH) IPO. The episode wraps with a mailbag segment addressing strategies for protecting investment gains in names such as Apple, Amazon, Google, and Nvidia.

Want more tools for a richer life?

• All roads lead back to gold. Has there been a bad time to buy? Maybe at the highs in 2011. But if you have dollar-cost averaged gold since 2000, you are happier than if you dollar-cost averaged stocks.

• Last call. If you’re reading this on Thursday, September 4, 2025, you still have time. At midnight (tonight!), charter membership to Heartland Investor closes—as in, the charter price of $495 disappears and jumps to the regular price of $1,495. Your move.

Want to hear more from Jared? Click here.

Jared and Cameron discuss various market trends, including Cracker Barrel’s rebranding and drubbing (yes, really); reactions to Jackson Hole for stocks, bonds, the US dollar, gold, and silver; and the implications of government intervention in private enterprises. They also cover investment strategies for older investors who are loaded up on tech stocks and look ahead to upcoming economic indicators that could impact the market—namely, Nvidia earnings and PCE.

Want more tools for a richer life?

• There are two payoff profiles in finance: You can risk a little to make a lot or risk a lot to make a little. Read Jared’s free article “Lottery Tickets” here.

• Remember the height of the dot-com bubble? Back then, investors thought the big names were untouchable… right before the S&P dropped 50% and investors ran to the very companies they’d ignored. We’ve seen this movie before. And Jared thinks we’ve already hit “play” on the re-run. Enter Heartland Investor, a new service from Jared Dillian Money that focuses on the market’s next outperformers. Get all the details here.

Want to hear more from Jared? Click here.

In this episode of the BE SMART podcast, Jared and Cameron discuss various market trends and economic indicators, including the implications of the latest PPI report, the potential for stagflation, and the current state of market valuations compared to the dot-com bubble. They also explore the concentration of tech stocks in the S&P 500, the opportunities in small-cap investments, and the future demand for silver in the context of solar energy and AI.

Want more tools for a richer life?

• It might be time to lighten up on some of your stock holdings. And no, that doesn’t mean you have to get out all at once. Read Jared’s free article, “Cauliflower Ears,” for more on risk management and why you don’t need to make infinity.

Want to hear more from Jared? Click here.

In episode 424 of the BE SMART podcast, Jared and Cameron discuss why EJ Antoni is not the “perfect guy at the perfect time to run the BLS,” as well as the Federal Reserve chair search and how Trump may have found his Caligula’s horse in Handsome Jim Bullard. They also get into CPI and the likelihood for a rate cut next month, the pause on US-China tariffs, and where things stand with gold, the AI craze, and crypto as the summer winds down.

Want more tools for a richer life?

• Keep costs low. Reduce your stress. Get reliable growth. Sounds good, right? Learn how the Strategic Portfolio can keep you safe year after year, no matter what happens in the market.

Want to hear more from Jared? Click here.

Jared and Cameron discuss some of the highlights of their recent trip to Nashville before shifting to market insights, including discussions on the Federal Reserve and what to expect for the next chairman, private assets in 401(k)s, the mainstreaming of crypto and Bitcoin’s future, and how small-cap value is suffering from “benign neglect.”

Want more tools for a richer life?

• True balance, the kind that provides unparalleled stability and growth, is made possible by harnessing the power of exchange-traded funds (ETFs). Learn more about Jared’s Strategic Portfolio here.

Want to hear more from Jared? Click here.

From recent book releases to market updates, economic indicators, and competitive hotdog eating, Jared and Cameron cover it all in episode 422 of the BE SMART podcast. They discuss stocks hitting new highs, job market trends, the iShares Bitcoin Trust ETF’s (IBIT) first 341 days of explosive growth, the Fed’s path to rate cuts, the continued gamification of financial markets, and the current political climate regarding wealth disparity.

Want more tools for a richer life?

• If you want to get good at anything, you have to put work into it. Get your “mental wealth” in check.

• Simplicity. Diversification. High liquidity. Tax efficiency. ETFs are the cornerstone of a stress-free portfolio. Here’s why.

Want to hear more from Jared? Click here.

In this episode of the BE SMART podcast, Jared discusses his hot-off-the-press book, RULE 62, before tackling the impact of geopolitical tensions on the economy. Also on deck: the recent decline in oil prices, the dollar’s performance amid potential interest rate cuts, shifts in investor sentiment away from large tech stocks, and the emerging trend of “revenge saving” as Americans focus on building their savings in uncertain economic times.

Want more tools for a richer life?

• Commodities are very cheap (and have been for a while). Read Jared’s free weekly letter to learn why he never trades commodities from the short side—only the long side—and why he believes commodities will be the best-performing asset class over the next 10 years.

• Looking for timely, actionable investment ideas that can help you mitigate volatility and build a resilient and profitable core portfolio, protecting you in bad times while prospering in the good times? The Strategic Portfolio has you covered.

Want to hear more from Jared? Click here.

In episode 420 of the BE SMART podcast: Student loan collections are causing significant declines in credit scores, the housing market is experiencing a stalemate with more sellers than buyers, investors are making portfolio decisions based on political views, and commodities are currently undervalued compared to financial assets. Jared and Cameron discuss oil and geopolitical risks, gold’s haven bid and flirtation with its all-time high, and platinum’s cocoa-like breakout this year.

Want more tools for a richer life?

• Our resources at Jared Dillian Money cover topics including personal finance, saving, investing, retirement, market analysis, and more. Learn more here.

Want to hear more from Jared? Click here.