
In this episode of the BE SMART podcast, Jared and Cameron discuss various market trends and economic indicators, including the implications of the latest PPI report, the potential for stagflation, and the current state of market valuations compared to the dot-com bubble. They also explore the concentration of tech stocks in the S&P 500, the opportunities in small-cap investments, and the future demand for silver in the context of solar energy and AI.
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Ep. 431: Don't Build a Shrine to Your Hedge (Plus, the Rise of Safe-Haven Assets)

Ep. 430: AI Is the Only Thing Holding the US Economy Together

Ep. 429: It's Okay to Spend INFINITE Money on Your Hobbies (with One Caveat)

Ep. 428: "Frozen to Cracking"—Is This a White- and Blue-Collar Jobs Recession?
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