Jared Dillian: The Fed Is Politicized — And This Is the Obvious Trade

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Markets, politics, and personal finance collide in this wide-ranging conversation with Jared Dillian. From the growing politicization of the Federal Reserve to investors overconfidence in stock returns, Jared pulls no punches on what investors are getting wrong.

Jared also shares his views on global politics, Argentina’s turnaround under Javier Milei, Europe’s chances for outperformance compared to the US, and the end of dollar strength.

Whether you’re a trader, long-term investor, or just trying to understand where money is headed, this episode gives you a clear — and sometimes uncomfortable — look at the future of markets.

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Chapters
0:00 Introduction
1:34 Rule of 62
2:31 Lessons to Learn
4:16 Signs of Independence
7:20 Political Pressure against the Fed
8:14 Fed becoming Politicalize
10:28 Advising for perceived information
11:35 Barron's view on Gold
12:47 Silver and Gold
13:57 Gold to Silver Ratio
15:06 Market Indicators
17:30 Private Equity Space
18:43 End of the Meme Coin
19:47 Crypto and Stocks
21:39 Merger between Crypto and Blockchain
22:30 Gold vs Equity
24:59 The New 60/40
28:35 Psychology of Investing
32:20 Influx of Refugees
34:02 Argentina Success
37:26 Dollar Milkshake Thesis
38:22 Sovereign Wealth Fund
41:12 Dream Venue
42:09 Personal Finance
44:55 Arguments Against Gold
47:04 Tokenize Gold
48:42 Silver Outperforming Gold
50:13 Finding Jared