HeyJaredGlobal Macro Update
What's really driving US and world events? What are the real motives for Putin's and Xi Jinping's actions? How will the latest crisis affect your personal life and investments?
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 4, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 20, 2026
Latest episodes
Incentives Always Beat Intentions (opens the original)
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Stephen McBride, co-founder of the Rational Optimist Society and chief analyst at investment research firm RiskHedge, shares his framework focused on disruption, the importance of incentives, and how to identify the next big trends in technology and markets. Learn how to think about investing in disruptive businesses and the role of storytelling in technology adoption.
The Fed's "72D Chess" Playbook (opens the original)
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A hedge fund nearly blew up in a single week—not because of a bad bet, but because of leverage. And that's a problem the US government knows well. This week, Jared Dillian joins Ed D'Agostino to unpack what higher rates mean for America's debt, Japan, and the yen; why he's still one of the last bond bulls standing; and why he thinks the real tech bear market begins the day OpenAI files its S-1. Plus, Jared's new book, The Awesome Portfolio —a smarter, lower-stress way to save for retirement.
The Biggest Misconception in Wealth Creation (opens the original)
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Barry Habib, CEO of MBS Highway and four-time winner of Zillow's Crystal Ball Award, joins Ed D'Agostino to answer a question that causes a lot of pushback: Is housing really harder now than it was for previous generations? Yes—and also no. Barry makes the case that 45% of first-time buyers are sitting out over a down payment myth, walks the math on why a homeowner's net worth is 44 times a renter's, and explains why mortgage rates from here depend less on the Fed than on the price of oil.
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