Episode 400: Investors Are Betting on a Market Melt-Up 🤔

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11/21/24 • 18 min

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In this milestone 400th episode of the BE SMART podcast, hosts Cameron and Jared discuss a range of topics including post-election market reactions, implications of capping credit card interest rates, the AI frenzy in private equity, predictions for Bitcoin, and the impact of new government efficiency initiatives. They also dive into key cabinet picks, economic implications of potential layoffs, and answer questions from Jared Dillian Money readers about real estate and the dollar’s status.

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Episode 399: Donald Trump vs. Jerome Powell and the Federal Reserve

In episode 399 of the BE SMART podcast, Cameron and Jared discuss the aftermath of the recent US presidential election, as well as economic initiatives in West Virginia, market reactions including Bitcoin and bank stocks, the Federal Reserve’s future under Trump, and the implications for private equity.

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Episode 401: Why Investors Should Diversify Outside of US Assets

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In episode 401 of the BE SMART podcast: a friendly wager on Bitcoin, market analysis focusing on the US dollar and private equity trends, how the US stock market as a percentage of global market cap is an enormous bubble, and why the US in 2024 resembles Japan in 1990. Plus, a look into the mailbag from Jared’s readers and listeners, including questions about Epsilon Theory, swearing in writing, and gold sentiment.