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Jan 10, 2025 | 
reason.com | Jared Dillian
Janet Yellen The Treasury Secretary’s debt decisions during the pandemic locked in low rates—but only for two years. Now, taxpayers are paying the price.
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Dec 18, 2024 | 
reason.com | Jared Dillian
Taxes Capping state and local tax deductions sparked a tax migration that rewarded pro-growth states. Raising the cap now would stall reform where it’s needed most.
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Dec 4, 2024 | 
msn.com | Jared Dillian
Continue reading More for You Continue reading More for You
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Dec 4, 2024 | 
reason.com | Jared Dillian
Interest rates on credit cards have been unusually high for a while and have become an occasional target of politicians. In 2020, during Kamala Harris' first presidential campaign, she proposed forbidding credit card companies from charging interest altogether during the pandemic. In September this year, during a campaign rally in New York, Donald Trump proposed capping credit card interest rates at 10 percent. Others from Josh Hawley to Bernie Sanders have also taken up the cause.
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Sep 5, 2024 | 
jareddillianmoney.com | Jared Dillian
People like stocks and bonds but don’t like commodities. This has been going on for a while. A lot of smart people have observed that commodities are cheap, generally speaking, relative to financial assets. And yet commodities, as a group, have been pretty terrible. The election might be a catalyst. I’m not sure I need to explain why, but in a sentence: Trump wants to lower interest rates himself, and Kamala Harris is likely going to go after producers for price gouging.
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Sep 2, 2024 | 
riskhedge.com | Jared Dillian |Stephen McBride
Stephen’s Note: We recently invited my friend and bestselling author Jared Dillian to sit down and discuss the bubble forming in the private equity market. If you missed those discussions, here’s Part 1 and Part 2. Since then, we’ve received messages from readers wanting to know more about why private equity has ballooned into a bubble and the risks it poses to the economy.
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Jul 8, 2024 | 
bbrief.co.za | Jared Dillian
How to Live a Stress-free Financial LifeBy Jared DillianNo Worries shows how anyone can live a stress-free financial life and build wealth for the long term. This is not about millions of tiny decisions that drain the joy from life, like skipping daily coffee to save a few bucks. And it’s not simply about having more money. The secret lies in adopting the right attitude to money and getting a small number of big things right.
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May 30, 2024 | 
wggtb.substack.com | Jared Dillian
When I took over the ETF desk at Lehman in 2004, my boss took me aside and whispered something to me (paraphrasing):Your job is not to trade. Your job is to market the business. I didn’t really know what to make of that. Market the business? Was I supposed to take out TV commercials? Billboards? I assumed he meant going out to steak dinners and strip clubs with clients, and while I liked steak dinners and strip clubs, that seemed to be a pretty non-scalable way to market the business.
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May 18, 2024 | 
bottomlineinc.com | Jared Dillian |Tom Cioffi
Do you spend a lot of time worrying about your finances? And then perhaps you start following some of the most common financial advice? But is that really helpful? Examples: We’re often told to trim the small daily expenses that add up over time—but that doesn’t really add up to any less anxiety. And we’re told to diversify our portfolios between stocks and bonds—but that isn’t a particularly effective way to reduce anxiety-inducing volatility.
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May 16, 2024 | 
wggtb.substack.com | Jared Dillian
What follows is a discussion on portfolio theory. Pretend you are you. You have a job, and you have a portfolio. The economy is expanding, you are doing well at your job, the company is doing well, you’re getting paid and promoted, and everything is great. Also, the stock market is going up, and you’re making money there, too. Everything is awesome. Then—whammo—a recession. You get laid off by your company, you lose your income, and you struggle to make ends meet.
