The Monthly Dirtcast

Latest Episodes:

TMD Episode 15: Jason Brady Mar 04, 2018

Show notes

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.

TMD Episode 14: Brett Topche Feb 01, 2018

Show notes

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.

TMD Episode 13: Steve Saretsky Jan 02, 2018

Show notes

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 the scale and scope of the bubble. And, Speed Round is back.

TMD Episode 12: Seth Daniels Dec 05, 2017

Show notes

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.

TMD Episode 11: Gregg Smith Nov 01, 2017

Show notes

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.

TMD Episode 10: Devin Anderson Oct 04, 2017

Show notes

Everything you wanted to know about equity volatility but were afraid to ask. Listen to vol professional Devin Anderson and Jared rap about some of the great mysteries of the derivatives markets, along with Ocean's Eleven, interview tips, and the most epic Speed Round ever.

TMD Episode 9: Turney Duff Sep 05, 2017

Show notes

If you have ever thought about writing a book, this podcast episode is for you. Jared speaks with New York Times bestselling author Turney Duff about the business of writing, and the economics behind it--and why it can be so difficult. It is a common misconception that published authors are rich; as you will learn, there is nothing further from the truth. Turney and Jared share their true feelings on what it's like to make one's living as a writer.

TMD Episode 8: Tony Saliba Aug 01, 2017

Show notes

It's an honor and privilege to be able to interview one of the original Market Wizards, one of the pioneers of option trading, Tony Saliba. Tony started on the CBOE in the seventies, and had a long and profitable career market-making, including during the Crash of 1987. Tony tells some pretty hilarious trading floor stories, too.

TMD Episode 7: Andy Milovich Jul 05, 2017

Show notes

Jared gets down to the business of learning about minor league baseball, with Myrtle Beach Pelicans general manager Andy Milovich. The Pelicans are the advanced-A affiliate of the Chicago Cubs, and have been in Myrtle Beach for over a decade. Jared and Andy discuss how the economics of minor league baseball work, then get into some of the hilarious aspects of running a team.

TMD Episode 6: Dean Curnutt Jun 13, 2017

Show notes

Jared interviews Dean Curnutt, CEO of Macro Risk Advisors. Dean talks about what it was like opening an agency broker-dealer (during the financial crisis), the ups and downs and everything in between. Jared and Dean also discuss the current state of equity volatility, the prevalence of short volatility trades, and the fragility of the vol ecosystem.

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