Episode 63: Will It All Fall Apart At Once? With Jared Dillian episode artwork

EPISODE · Jul 13, 2026 · 32 MIN

Episode 63: Will It All Fall Apart At Once? With Jared Dillian

from Maggie Lake Talking Markets · host Mags

As tech stocks stumble and a shipping blockade in the Strait of Hormuz sends oil prices up again, investors are left wondering if the market’s massive run is finally hitting a wall. Today on Talking Markets, Daily Dirtnap editor and Jared Dillian Money founder Jared Dillian joins Maggie Lake to break down the risks hiding behind today’s breaking headlines. Also up for discussion: why Jared's positioning for sudden disorder, how he's thinking about the precious metals trade now, and his forthcoming book, The Awesome Portfolio. 💡Pre-order Jared's forthcoming book, The Awesome Portfolio, right here: https://lnk.to/theawesomeportfolio 💡Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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Episode 63: Will It All Fall Apart At Once? With Jared Dillian

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