Episode 401: Why Investors Should Diversify Outside of US Assets

In episode 401 of the BE SMART podcast: a friendly wager on Bitcoin, market analysis focusing on the US dollar and private equity trends, how the US stock market as a percentage of global market cap is an enormous bubble, and why the US in 2024 resembles Japan in 1990. Plus, a look into the mailbag from Jared’s readers and listeners, including questions about Epsilon Theory, swearing in writing, and gold sentiment.

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Episode 401: Why Investors Should Diversify Outside of US Assets

December 5, 2024

In episode 401 of the BE SMART podcast: a friendly wager on Bitcoin, market analysis focusing on the US dollar and private equity trends, how the US...

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