---
id: "entity-jared-dillian"
type: "entity"
entityType: "person"
canonicalName: "Jared Dillian"
aliases: ["Jared"]
source_timestamps: ["00:00:43"]
tags: ["finance", "author", "macro-trader"]
related: ["entity-armington-capital", "entity-jared-dillian-book-no-worries", "entity-jared-dillian-book-street-freak"]
sources: ["dillian"]
isSpeakerEntity: true
---
## Day 6 — dillian

# Jared Dillian

## Profile

Jared Dillian is a **macro trader, financial author, and the founder of [[entity-armington-capital]]**. He previously worked at [[entity-lehman-brothers-d6]] from **2001 to 2008** as the head of ETF trading. He is known for his **contrarian** macroeconomic views and his **'middle of the road'** approach to personal finance.

## Role in This Source

Primary guest of the episode. Articulates the entire macro thesis (rate cuts, housing, labor weakness) and the personal finance philosophy.

## Books

- [[entity-jared-dillian-book-street-freak]] (2011 memoir)
- [[entity-jared-dillian-book-no-worries]] (2023 personal finance book)

## Key Contributions to This Vault

### Macro
- [[claim-mortgage-rates-dropping]] — 5.5% mortgage prediction
- [[claim-fed-funds-rate-target]] — 2.5–3.0% Fed Funds prediction
- [[claim-10-year-yield-drop]] — 3.5% 10-year prediction
- [[claim-labor-market-weakening]]
- [[claim-lower-rates-lower-prices]] — flagship contrarian housing call
- [[claim-fed-rate-cuts]]
- [[claim-trump-fed-pressure]]
- [[claim-private-equity-underperformance]]

### Personal Finance
- [[concept-middle-of-the-road-finance]]
- [[concept-financial-vitamins-analogy]]
- [[concept-good-vs-bad-debt]]
- [[concept-the-wanting-prerequisite]]
- [[claim-age-in-bonds-outdated]]
- [[claim-financial-independence-number]]
- [[framework-middle-of-the-road-finance]]

### Wealth Creation
- [[concept-lunch-pail-jobs]]
- [[contrarian-blue-collar-wealth]]

### Quotes
- [[quote-wanting-money]]
- [[quote-vitamin-debt]]
- [[quote-business-wealth]]