Getting Real about Market Psychology with Daily Dirt Nap creator Jared Dillian
Scale By Numbers
Running a company is just about the most difficult thing you can do. So when we get a hold of someone who has done the work and knows what it takes, we listen. Jared Dillian is an author, the creator of the Daily Dirtnap, and the host of The Jared Dillian Show and 'Be Smart" Podcast. He is here to join us as we talk about market psychology, from creating your own luck to what it takes to run a podcast. What You’ll Learn:How to create a niche for yourselfThe ins and outs of the recession narrativeHow a CEO should think about the current market with inflationWhat younger entrepreneurs should know about risk takingHow your comfort zone can differ and how it comes into play when running a companyThe top 3 most interesting people Jared has interviewedWhat bonds look like these daysChances of a recession on the horizonHow to build a strong inner circleInterested in Learning More about Jared Dillian? Start HereSubscribe to the Daily Dirt Nap: Start HereSubscribe to Jared Dillians 'Be Smart' Podcast: Start hereNeed CFO-level support and strategic advisory, but are not ready for an interim CFO?The Vanreusel Ventures Pro Membership Plan could help! Start HereLinkedIn:https://www.linkedin.com/in/jamesvanreusel/Twitter:https://twitter.com/JamesVanreuselYoutube:https://youtube.com/playlist?list=PL7-6z47BPMnY9eJn0gCha6gv1WtquitMmWebsite: www.vanreuselventures.com
Jared Dillian (@dailydirtnap) publishes daily market commentary (The Daily Dirtnap, www.jareddillian.com). He hosts a twice weekly podcast called Be Smart, and he's the author of Street Freak and All the Evil of This World.
Inflation or Recession - Which Will the Fed Choose? } Jared Dillian
Is the Federal Reserve stuck between a rock and a hard place? Jared Dillian of The Daily Dirtnap argues that the monetary tightening needed to tame inflation will inflict serious damage to the economic recovery, to the point that the Fed essentially has a choice between secular inflation and severe recession. Which door will the Fed choose? Dillian is inclined to believe that the Fed will attempt to chart a “middle path” between both options that will actually result in the dreaded stagflation - where inflation continues to rise while economic growth slows down. Dillian tells Forward Guidance host Jack Farley why he thinks the ongoing rotation from growth stocks to value stocks will continue, and why he in particular is interesting in buying the shares of “big and ugly” companies. Dillian also shares his views on crypto, gold, and bonds.Dillian on Twitter: @dailydirtnapFarley on Twitter: @JackFarley96Blockworks on Twitter: @Blockworks_
DB-Sep07,2021: Jared Dillian, editor of The Daily Dirtnap, joins the Daily Briefing to discuss his thoughts on why he sees the potential for inflation to fly even higher in the coming months. He also shares his perspective on what this means for commodities, particularly for uranium, as well as crypto’s flash crash. Interviewed by Maggie Lake. Learn more about your ad choices. Visit megaphone.fm/adchoices
#102 Jared Dillian (From Lehman Brothers to 2021 – how did the financial industry change?)
The Judgment Call Podcast
00:00:23 How did Jared's path from Lehman Brothers to Internet personality develop?00:05:06 How did the finance industry develop during the last 20 years?00:08:18 Jared's experience on writing a novel (and how it compares to his other book)?00:11:29 What is Jared's view of the deflation/ inflation debate?00:17:03 Is productivity growth really as low as we assume? What role do stock buybacks play?00:22:01 Is individual risk taking the key to increase productivity growth? 00:25:01 What are great areas of investment according to Jared?00:30:01 Will DeFi eradicate banks and most of the financial industry?00:34:01 Is the banking industry a good indicator for the health and competitiveness of an economy? 00:38:36 How consistent should financial commentators be? Jared Dillian is the author of Street Freak: Money and Madness at Lehman Brothers, named one of the top business books of 2011 by Businessweek magazine. Jared runs The Daily Dirtnap, LLC, which provides daily market commentary and insight to a range of institutional clients. Big Thanks to our Sponsors! ExpressVPN – Claim back your Internet privacy for less than $10 a month! Mighty Travels Premium – incredible airfare and hotel deals – so everyone can afford to fly Business Class and book 5 Star Hotels! Sign up for free! Divvy – get business credit without a personal guarantee and 21st century spend management plus earn 7x rewards on restaurants & more. Get started for free! Brex – get a business account, a credit card, spend management & convertible rewards for every dollar you spend. Plus now earn $250 just for signing up (Terms & Conditions apply).
#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon
The Meb Faber Show
In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap. Click here to listen to Jared's first episode on The Meb Faber Show. In today’s episode, we’re talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe. Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore. Please enjoy this episode with The Daily Dirtnap’s Jared Dillian. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com. ----- Today’s episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free.
DB-Jul29,2021: Jared Dillian of The Daily Dirtnap sits down with Real Vision’s Ash Bennington and Jack Farley on the Daily Briefing to discuss his outlook for the economy by analyzing jobless claim data and GDP forecasts in addition to commenting on Robinhood’s IPO. The trio covers the decline in jobless claims and its implications for the state of the labor market. Dillian examines Robinhood’s price action on its first day of trading and criticism of its payment for order flow business model. During today’s briefing, Ash and Jack will preview the fourth part of an interview with Cathie Wood conducted by Kiril Sokoloff, which you can watch right here: https://rvtv.io/3xaMOMi. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jared Dillian on Risk Management and "The Inflation Inflection Point"
Real Vision Daily Briefing: Finance & Investing
DB-May26,2021: Jared Dillian, Bloomberg Opinion columnist and publisher of The Daily Dirtnap, returns to the Daily Briefing to update viewers on his inflation thesis and the re-opening trade. He tells Real Vision’s Jack Farley why he thinks the re-opening might already be fully priced in and shares advice to investors on how to manage their risk in stocks, bonds, gold – as well as Bitcoin. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street Trader Turns Big Time Writer (w/Jared Dillian)
Crazy Money with Paul Ollinger
A working class kid from the poor part of Connecticut, Jared Dillian somehow managed in 2001 to land a job as a trader at Lehman Brothers, the then-prestigious investment bank. Wearing cheap suits from the Mens Wearhouse, he found himself out-of-place among the Armani-clad Ivy League set on Wall Street. But he loved trading and made a lot of money in the process. In this candid conversation, Jared shares frank insights into the incredible stress of trading and the mental health that became apparent as his career progressed. Those persistent mood swings turned out to be a symptom of undiagnosed Bipolar disorder, which resulted in him spending three weeks in the psychiatric ward, a place he described as “a very healing environment." After Lehman went bankrupt, Jared pivoted to a successful writing career. Today, he is the Editor of The Daily Dirt Nap, an investment newsletter providing daily market commentary and insight to traders and very serious investors. He has also written two books: Street Freak: A Memoir of Money and Madness, a gripping read which chronicles his time as a trader with Lehman Brothers from 2001-2008, and the novel, All The Evil of this World, which Paul is looking forward to reading. Jared graduated from the US Coast Guard Academy and earned his MBA From University of San Francisco. When he’s not writing or taking care of his 5 cats, he is making music under the name, DJ Stochastic. He lives in Pawleys Island, South Carolina. Learn more about The Daily Dirtnap Check out Jared’s music here. Jared’s radio show here Please take a second to rate and review Crazy Money here. (Click on “your" app) Follow Paul on Instagram. Topics covered in this episode include investments, trading, Wall Street, Lehman Brothers, writing, mental health, bipolar disorder, OCD, Bloomberg, Matt Levine
The Jay Kim Show : Entrepreneurship | Investing | Startups
Listen to this episode on iTunesWhat was your biggest insight from this week’s episode? Let Jay know in the comments or on Twitter: @jaykimmer.LINKS FROM TODAY’S EPISODE Read the full transcript from Jared’s interview The Daily Dirtnap Find Jared’s books on Amazon Find Jared on Twitter DETAILED SHOW NOTES (1:21) Jared’s self-introduction and brief background (3:09) How Jared’s writing, which started out as entertainment, propelled him to learn and think more deeply about economics and financial markets (5:34) Jared’s thinking and writing motivated him to put his money where his mouth was. Since 2012, the ideas he writes about have been backed up with capital. (10:17) Jared’s investment methodology and reflections on being a contrarian (12:25) Jared’s reflections on the current bull market (18:30) Jared’s perspective on Investing in emerging markets (21:01) How Bitcoin is reminiscent of the dot-com bubble (24:06) Jared’s thoughts on central banks and the Feds fund curve (26:42) Jared’s newsletter and blog – outside-the-box thinking (30:07) Jared’s current book project