Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?

Be Smart by Jared Dillian
06/05/2025 16 min
Ep. 416: Historic Valuations, Huge Potential—Time to Get Long Latin America?

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Episode Synopsis

In episode 416 of the BE SMART podcast, Jared and Cameron discuss the recent DirtCon conference (for Daily Dirtnap subscribers), upcoming changes to the event, and key market headlines, including Warren Buffett's retirement and the implications for Berkshire Hathaway. They explore the effectiveness of DOGE in economic policy, Trump's controversial tariff proposals, and the shifting economic landscape in Latin America. The conversation wraps up with investment strategies in emerging markets and predictions for the upcoming Federal Reserve meeting.

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