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Ep. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope

September 4, 2025

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.


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  • 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.


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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

    

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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