The Monthly Dirtcast

Welcome to the last episode of The Monthly Dirtcast--before we put it in hibernation for a while. Our guest is Tony Greer, purveyor of TG Macro. Jared and Tony talk markets for a while, before they dig into pop culture and the meaning of life. Jared announces what's next after  The Monthly Dirtcast. Tune in and reflect on two years of a podcast well done.

Ever wonder what it is like to start an ETF issuer? It is a lot more complicated than you think. This month we have Brendan Ahern, CIO of Kraneshares, a boutique issuer of China-based ETFs. This is an episode about all things ETFs, with an epic Speed Round at the end.

Everything you wanted to know about beer distributors but were afraid to ask. Jared hosts Jimmy Yahnis of The Yahnis Company, a Myrtle Beach beer distributor. Whatever misconceptions you may have about the beer industry are about to be destroyed. Jared and Jimmy discuss the risks and pitfalls of an industry that is proving to be very dynamic.

Matt McGough used to be a bat boy for the New York Yankees in the early nineties--and wrote a book about it. Matt and Jared talk about baseball, the game within the game, and Matt's other writing endeavors, including for Law and Order. Listen to this podcast, and please root for the Yankees in the playoffs.

Jared interviews Salem Abraham of Abraham Trading Co. from Canadian, Texas.  Jared and Salem spend some time talking about the history of the firm, what it's like to run a CTA from the middle of nowhere in North Texas, and they also spend some time talking about the philosophical aspects of trend following, along with the business of index arbitrage in the early 2000s.

Jared and Lenore discuss all things macro--in particular, President Trump's verbal interventions in monetary policy and the shape of the yield curve. They also discuss Alexandria Ocasio-Cortez, and the relentless trend of political polarization.

Tommy Thornton, editor of Hedge Fund Telemetry, joins Jared on the show.  Tommy has had a long career on Wall Street, going back to the days of working as an intern at Drexel Burnham Lambert.  Tommy runs Hedge Fund Telemetry, a research product for professional investors.  Jared asks Tommy about his days at Level Global and his work with Demark indicators, while Tommy turns the tables and asks Jared some pointed questions about his views on indexing.

Daily Fantasy Sports has been getting a lot of attention in recent years.  With the introduction of legalized sports gambling, will it become more or less popular?  Our guest is James Gettinger, one of the most successful DFS players in the world, who also happens to be an advantage player in poker.  Tune in as we talk about sports, gambling, and markets.

New Century Advisors inflation strategist Com Crocker joins us to talk the Fed, inflation, and bonds.  The Fed, inflation, and bonds.  The Fed, inflation and bonds.  Com and Jared cover it all.

I had every intention of talking to CAPT Mike Hudson, USCG about personal finance stuff, but we ended up talking about Coast Guard stuff, and it turned out to be a fascinating conversation. Not much here in the way of finance if that's what you're looking for, but if you want a glimpse into the nation's beloved sea service, look no further.

A guest appearance from one of the titans of income investing: Jason Brady, CEO of Thornburg Investment Management in Santa Fe, New Mexico.  We get a little insight as to what it's like to run an active asset manager during the rise of passive management.  Jason also discusses whether the bond bull market is actually over, the outlook for deficits and bond issuance, and more.

We welcome Brett Topche, Managing Director of Red and Blue Ventures in Philadelphia, to talk about some of the crazy stuff happening in the VC world these days. Brett and Jared also discuss Philadelphia and gifted and talented camps, finishing with a speed round.

Make it two months in a row talking about the Canadian housing bubble. This time we talk to a man on the ground: Steve Saretsky, enterprising Vancouver real estate agent who is more than prepared for a downturn. Steve hoards any and all economic data related to housing, making him much sought-after to folks like me trying to research on the scale and scope of the bubble. And, Speed Round is back.

Seth Daniels, founding partner of JKD Capital, joins Jared on TMD as two vocal Canadian housing shorts deconstruct the trade that has gone on forever, with discussions about CMHC and credit insurance, to immigration and monetary policy.

We take a break from the world of finance and delve into local politics--Jared interviews Gregg Smith, who is running for city council in Myrtle Beach. Jared and Gregg talk about how to solve small-town problems, like public safety--and then turn to how to grow the local economy and diversify it away from tourism and hospitality. If you've ever entertained thoughts of running for local office, you'll want to tune in.