Episode 396: Private Equity Sinks Millions Into HVAC and Plumbing

10/21/24 • 16 min

1 Listener

Private equity pours millions into HVAC and plumbing trades, worldwide efforts to reverse the baby shortage fall flat, and prices ease for used cars and some grocery items as the inflation cooldown continues. In episode 396, Jared discusses how his new site, ShortPrivateEquity.com, complements his Big Short 2.0 idea on the brewing collapse of the private equity market; the push to incentivize people to have children by dangling tax exemptions in front of them; and how 2025 could bring a big resurgence to inflation numbers.

Previous Episode

Episode 395: Surprise Jobs Data Hits Bonds—Plus, the Fed’s Likely Adjustment

1 Recommendations

In episode 395, Jared and Cameron cover topics ranging from his short story collection NIGHT MOVES to insights on the bond market and how strong jobs data impacts rate cuts moving forward, oil prices, and the dualities present in the current economic landscape. Jared emphasizes the importance of having cash on hand for emergencies and shares his thoughts on navigating risks in equities.

Next Episode

Episode 397: Is Elon Musk Cooked? Also... Stocks! Gold! Bitcoin!

1 Recommendations

Elon Musk says he plans to award $1 million a day to a randomly chosen voter... this year’s furious rally in US stocks is poised to extend into the final stretch of 2024, even as the US presidential election looms as a major wild card... gold reaches a record high on Monday... and Bitcoin does Bitcoin things, flirting with $70,000 before pulling back. In episode 397 of the BE SMART podcast, Jared and Cameron discuss these major headlines, earnings, and more.