Jared Dillian
Jared Dillian is a prominent financial author, publisher, and former Wall Street institutional trader known for his highly contrarian, raw, and behavior-driven approach to investment analysis and personal finance. He is the Editor and Publisher of The Daily Dirtnap, his flagship daily market newsletter written primarily for investment professionals, institutional allocators, and sophisticated active traders. It features raw, unfiltered market commentary on macro trends, sentiment analysis, and cross-asset class positioning. Dillian focuses heavily on market psychology, arguing that human emotion and systemic anxiety are the primary drivers of asset mispricing. Rather than relying solely on traditional valuation models, his commentary helps self-directed investors, financial advisors, and hedge fund managers navigate macroeconomic shifts by understanding sentiment extremes. A master of market psychology, Dillian has been called “the Dr. House of trading,” and has a staunch following ranging from casual investors to professional traders and hedge fund managers.
Jared Dillian Professional Experience / Academic History
Professional Experience
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Editor and Publisher
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Senior Editor and Investment Strategist
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Columnist
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Columnist
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Columnist
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ETF Trader
Academic History
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M.B.A., Finance
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B.S., Mathematics and Computer Science
CORE RESEARCH SERVICES
The Daily Dirtnap: Continuous since 2008, this is Dillian’s flagship daily market newsletter written primarily for investment professionals, institutional allocators, and sophisticated active traders. The publication features unfiltered, institutional-grade macro commentary tracking cross-asset risk and market psychology.
Street Freak: An aggressive, tactical stock-picking service designed for active retail investors. The model portfolio maintains roughly 15 concentrated positions at any given time, targeting short-to-medium-term alpha across dynamic equity setups and micro-level trends.
Jared Dillian Strategic Portfolio: A long-term, conservative advisory framework built specifically to mitigate drawdown volatility. The service provides actionable ETF allocations designed to construct a resilient, all-weather core portfolio utilizing his signature multi-asset composition.
The Jared Dillian Letter: A free weekly personal finance publication focused on dismantling conventional financial wisdom. The commentary provides practical strategies to help subscribers manage consumer debt, combat lifestyle inflation, and achieve retirement optimization.
EARLY CAREER
Jared Dillian began his finance career on the floor of the Pacific Options Exchange before joining Lehman Brothers in 2001.
During his tenure at the global investment bank, he specialized in complex index arbitrage and eventually rose to become the head of the firm's exchange-traded fund (ETF) trading desk, directly managing billions of dollars in daily transactional volume.
Experiencing the structural collapse of the firm during the 2008 financial crisis served as a core formative event for Dillian, prompting him to pivot away from institutional Wall Street trading toward independent macroeconomic research and behavioral market analysis.
MEDIA APPEARANCES & COMMENTARY
As a widely recognized contrarian financial analyst and author, Jared Dillian maintains an extensive footprint across prominent business news networks and major publishing outlets.
Dillian is a regular contributor to a variety of online business and financial publications, providing recurring macroeconomic commentary for Bloomberg View, Bloomberg News, Forbes, and Mauldin Economics.
His media appearances analyzing market sentiment extremes include MSNBC, Bloomberg TV, Fox Business, and NPR. His market insights are frequently cited by institutional financial papers, including The New York Times, The Los Angeles Times, MarketWatch, Yahoo Finance, and Business Insider.