
Jared and Cameron discuss various market trends, including Cracker Barrel's rebranding and drubbing (yes, really); reactions to Jackson Hole for stocks, bonds, the US dollar, gold, and silver; and the implications of government intervention in private enterprises. They also cover investment strategies for older investors who are loaded up on tech stocks and look ahead to upcoming economic indicators that could impact the market—namely, Nvidia earnings and PCE.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

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?
Free AI-powered recaps of Be Smart by Jared Dillian and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.