Jared Dillian: The Fed Is Politicized — And This Is the Obvious Trade

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Markets, politics, and personal finance collide in this wide-ranging conversation with Jared Dillian. From the growing politicization of the Federal Reserve to investors overconfidence in stock returns, Jared pulls no punches on what investors are getting wrong.

Jared also shares his views on global politics, Argentina’s turnaround under Javier Milei, Europe’s chances for outperformance compared to the US, and the end of dollar strength.

Whether you’re a trader, long-term investor, or just trying to understand where money is headed, this episode gives you a clear — and sometimes uncomfortable — look at the future of markets.