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Oct 2025
14m 39s

Ep. 431: Don't Build a Shrine to Your He...

Jared Dillian
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Oct 2025
Ep. 430: AI Is the Only Thing Holding the US Economy Together
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. 
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Sep 2025
Ep. 429: It's Okay to Spend INFINITE Money on Your Hobbies (with One Caveat)
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, ... Show More
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Sep 2025
Ep. 428: "Frozen to Cracking"—Is This a White- and Blue-Collar Jobs Recession?
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 rate ... Show More
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