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Ep. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole

August 26, 2025

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.



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BE SMART Podcast

Own your life — instead of borrowing it or renting it

Money is hard to make, keep, and control— and almost everyone gets it wrong sometimes. Now, ex-Wall Street trader Jared Dillian and his co-host Cameron, are here to help you navigate your money and take control of your financial future.

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4.9 Out of 5 Star Reviews!

Solid financial advice

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Jared has a way of weaving together advice and life stories to help you make good financial decisions and make you laugh at the same time!

Get Smart

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Great insights into current events and the financial implications involved. Be Smart makes you a smarter person and investor.

Be Smart Podcast

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Great use of 30 min each week. Gives great financial advice much more realistic than Dave Ramsey.

Good, not enough of it.

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Great podcast, good information and humor. He’s a straight shooter and gives solid advice.

To the point without economic BS

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Raw and on point with entertaining sarcasm.

Worth your time

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One of the few professionals worth listening to.

Fantastic!

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Jared is a rarity—incredibly insightful and informed in all facets of the financial markets and personal finance, yet extremely entertaining!

This guy is smart! Learning a ton

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Big fan of these short 10‒20-minute lessons on money and life. Relatable if you make $50K or $500K a year. Wish I would have found this one sooner.

This podcast is phenomenal

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Sometimes the truth is harsh. What makes this show so unique is that Jared embraces this mantra and tells you exactly how it is.

What a goldmine

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I just discovered this show and it’s my new favorite. I love Jared Dillan’s writing and investment guidance, and these podcasts are now adding even more pearls of wisdom.

Love this guy

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Jared has got a rare authenticity that cuts through the minutiae.

Awesome Pod! Great Therapy!

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As a career investment advisor, I listen to Dillian to relax and keep my head from exploding.

On point

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Outstanding, informative, and entertaining.

Entertaining and informative

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Love the info which is spot on and delivery is great!

Great content

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Great listen, great insight… A++

Great Podcast

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Excellent content and entertaining. Thank you

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