• Ep. 431: Don't Build a Shrine to Your Hedge (Plus, the Rise of Safe-Haven Assets)
    Oct 15 2025

    In this episode of the BE SMART podcast, hosts Jared and Cameron discuss a range of topics from sports to market trends. They analyze the current state of the stock market, the implications of rising gold and silver prices, and the impact of political investing. Jared shares his insights on hedging strategies and the importance of being prepared for market volatility. The episode concludes with an announcement about the podcast's future direction.

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    15 Min.
  • Ep. 430: AI Is the Only Thing Holding the US Economy Together
    Oct 8 2025

    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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    19 Min.
  • Ep. 429: It's Okay to Spend INFINITE Money on Your Hobbies (with One Caveat)
    Sep 24 2025

    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, particularly small caps, and highlight significant investments in AI by companies like Nvidia. Also on deck: the influence of billionaires in media consolidation and the current state of cash in the market. Finally, they discuss the importance of spending on hobbies while maintaining financial responsibility.

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    19 Min.
  • Ep. 428: "Frozen to Cracking"—Is This a White- and Blue-Collar Jobs Recession?
    Sep 10 2025

    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 rates, while also addressing potential fiscal crises in the UK. The conversation wraps up with insights on out-of-favor metals and a follow-up on why Heinz ketchup is better than Hunt's.

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    16 Min.
  • Ep. 427: Massive, Understated Bull Market—Gold Is Running Like an Antelope
    Sep 4 2025

    Jared and Cameron discuss recent trends in the gold and silver markets, the implications of tariffs on the US dollar, and the growing intersection of sports gambling and investing. They also explore historical market trends, particularly the tendency to sell in September, and look at the sentiment surrounding the recent Bullish (BLSH) IPO. The episode wraps with a mailbag segment addressing strategies for protecting investment gains in names such as Apple, Amazon, Google, and Nvidia.

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    24 Min.
  • Ep. 426: Dovish or Nuanced? How Markets Reacted to Jackson Hole
    Aug 26 2025

    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.

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    12 Min.
  • Ep. 425: Déjà Vu? Stock Valuations Echo the Dot-Com Bubble
    Aug 19 2025

    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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    16 Min.
  • Ep. 424: $500 Billion: The Price Tag on AI Euphoria
    Aug 13 2025

    In episode 424 of the BE SMART podcast, Jared and Cameron discuss why EJ Antoni is not the "perfect guy at the perfect time to run the BLS," as well as the Federal Reserve chair search and how Trump may have found his Caligula's horse in Handsome Jim Bullard. They also get into CPI and the likelihood for a rate cut next month, the pause on US-China tariffs, and where things stand with gold, the AI craze, and crypto as the summer winds down.

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    15 Min.