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

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

July 13, 2026 · 33 min · Season 3 · Episode 63

About this episode

Maggie Lake and Jared Dillian discuss the potential risks in the market as tech stocks falter and oil prices rise due to geopolitical tensions.

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.com Connect 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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