Episode 382: The Private Equity Bubble Is Poi...

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 ...  Show more

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. 

Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia. Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s marke ...  Show more

Clay Finck completes his review of Howard Marks’ book – Mastering the Market Cycle. This is a wonderful book for understanding market cycles and where we are at in the cycle at any given time. Most investors aren’t aware of the cyclicality of markets and are prone to fall victim ...  Show more

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ...  Show more

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ...  Show more