Julian Dorey Podcast

[VIDEO] - China's Collapse, Financial Crisis, Geopolitics, Javier Milei | Jared Dillian • 183

Feb 3, 2024

Explore China's economy, financial crisis, and geopolitics with insights on war impact, sea warfare, and behavioral finance. Learn about stock market crazes, stress in investing, and gold investments. Discover geopolitical impacts on Argentina, debt issues, and the changing political landscape. Discussions on capitalism, slave labor, and election year dynamics keep you engaged.

02:44:51

Episode guests

Javier Milei

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Understanding human behavior in finance can provide insights for market timing opportunities.

Investors should be cautious of trends like meme stocks and make informed decisions.

Monitoring sentiment indicators on social media can aid in decision-making in markets.

Rise of retail investors and social media influencers impacts stock prices and market sentiment.

Debate continues on the merits of progressive vs. flat tax systems for wealth distribution.

Deep dives

Behavioral finance and market timing

I began studying behavioral finance, specifically the work of Daniel Kahneman, back in 2003-2004. I was intrigued by the idea that human behavior forms repeatable patterns that can be observed in the stock market. Unlike fundamental and technical analysis, which don't consistently yield an edge, studying sentiment and human behavior can provide valuable insights into market movements. For example, when people start extrapolating the present into the future and becoming overly confident, it usually indicates that a market top is approaching. This kind of sentiment analysis can help identify market timing opportunities.

Introduction

2min

Reflections on Admiration and Past Financial Crisis Experiences

3min

Review of Shorts Posting, Subscription Appeal, Host's Background Transition, and Spotify for Podcasters Promotion

2min

The Rise and Fall of Lehman Brothers

11min

Navigating the Financial Crisis: Real Estate, Hedge Funds, and Market Turmoil

14min

Geopolitical Complexities and Currency Threats

16min

Sentiment Trading and Market Dynamics

13min

Discussion on Social Media Influencers Charged in Stock Manipulation Scheme and Crypto Volatility

3min

Optimizing Investment Portfolios for Lower Stress and Risk

7min

10.

The Importance of Diversification in Investments and the Role of Gold

3min

11.

Exploring the Timeless Value and Historical Significance of Gold

2min

12.

Navigating Financial Complexity

23min

13.

Navigating Student Debt and Financial Regulations

21min

14.

Transforming Political Landscape and Global Interconnectedness

21min

15.

The Rise of Third-Party Candidates and Changing Political Dynamics

14min

16.

Exploring Accountability and Fiction Writing Challenges

2min

17.

Casual Wall Street Stories and Book Promotions Discussion

3min

(***TIMESTAMPS in Description Below) ~ Jared Dillian is a writer, author, & financial guru. His latest book, “No Worries” can be purchased using the link to my Amazon Store in the “EPISODE LINKS” Section of this description.

EPISODE LINKS:

- BUY JARED’S BOOK IN MY AMAZON STORE: https://amzn.to/3RPu952

- Julian Dorey PODCAST MERCH: https://juliandorey.myshopify.com/

- Support our Show on PATREON: https://www.patreon.com/JulianDorey

- Join our DISCORD: https://discord.gg/JKSJtr62

JARED LINKS:

- TWITTER: https://twitter.com/dailydirtnap

***TIMESTAMPS***

0:00 - Jared’s years at Lehman Brothers; The Financial Crisis

11:46 - Inside Lehman’s build-up to the crash

22:25 - The biggest mistake in monetary policy; The Fed

31:06 - War & US Dollar Impact; China’s Navy

37:38 - Geopolitics: China’s future economy

42:16 - Nuke at Bikini Atoll

46:00 - Behavioral Finance; Seafood Tower Theory

51:21 - The Robinhood Gamestop Stock Craze; Calling Markets; Dave Portnoy

1:02:51 - Stress & Investing; Dave Ramsey; Dennis Rodman Analogy

1:11:46 - Gold; How regular Americans can make more money

1:19:48 - Financial Stability; Money Decision Fatigue; “Mr. Money Man”

1:32:05 - Pay teachers more

1:40:35 - Geopolitics: Javier Milei & Argentina Impact; Jared’s incredible New Zealand / Jacinda Ardern Call

1:52:46 - The previous era’s impact on debt; Flat Tax

2:04:50 - The changing of politics through the years; McDonald’s & War

2:12:36 - The $4 Door Mat; Capitalism & Slave Labor

2:19:16 - Election year & 3rd Parties; The 2 Party Divide

2:28:12 - Why Jared doesn’t vote

2:35:15 - Jared’s Work

CREDITS:

- Hosted & Produced by Julian D. Dorey

- Intro & Episode Edited by Alessi Allaman

Get $150 Off The Eight Sleep Pod Pro Mattress / Mattress Cover (USING CODE: “JULIANDOREY”): https://eight-sleep.ioym.net/trendifier

Julian's Instagram: https://www.instagram.com/julianddorey

Music via Artlist.io

Julian Dorey Podcast Episode 183 - Jared Dillian

Learn more about your ad choices. Visit megaphone.fm/adchoices

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Julian Dorey Podcast

[VIDEO] - China's Collapse, Financial Crisis, Geopolitics, Javier Milei | Jared Dillian • 183

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Behavioral finance and market timing

Meme stocks and irrational exuberance

The importance of sentiment and human behavior

The influence of social media and market behavior

The economic impact of progressive taxation and the value of a flat tax system

The unsustainable path of national debt and potential consequences

The impact of the pandemic on the economy and stimulus measures

The importance of having a financial stake and the concept of skin in the game

The Impact of Wealth Taxes

The Changing Dynamics of Politics

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights

Julian Dorey Podcast

[VIDEO] - China's Collapse, Financial Crisis, Geopolitics, Javier Milei | Jared Dillian • 183

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Behavioral finance and market timing

Meme stocks and irrational exuberance

The importance of sentiment and human behavior

The influence of social media and market behavior

The economic impact of progressive taxation and the value of a flat tax system

The unsustainable path of national debt and potential consequences

The impact of the pandemic on the economy and stimulus measures

The importance of having a financial stake and the concept of skin in the game

The Impact of Wealth Taxes

The Changing Dynamics of Politics

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
podcast player

Discover
highlights