What The Jared Dillian Show does

The Jared Dillian Show (legally JDM Research LLC, DBA Jared Dillian Money) is a privately held, bootstrapped financial media and education business founded in 2004 and headquartered in Fernandina Beach, Florida. The company, led by founder and former Lehman Brothers ETF desk head Jared Dillian, produces and distributes investment research, personal finance content, and structured courses to a base of more than 100,000 free newsletter subscribers and approximately 4,000 paying professional subscribers to its flagship daily macro newsletter, The Daily Dirtnap, which has been continuously published since 2008. Its product portfolio spans free content (The Jared Dillian Letter, the Be Smart Podcast), premium subscription newsletters (The Daily Dirtnap at $995/year, Street Freak at $1,795/year, Strategic Portfolio at $249/year, Heartland Investor at $1,495/year), and one-time-purchase educational courses (Bond Masterclass at $399, Options Masterclass at $499), all sold direct-to-consumer through a Wix-hosted website at jareddillianmoney.com with Brevo-powered email delivery. The technology stack is intentionally non-proprietary: the company operates a content publishing and email delivery platform with no API, no integrations, and no AI/ML capabilities, making this fundamentally a creator-led, content-and-community business. Revenue is generated exclusively through annual subscriptions, one-time course purchases, and limited charter/bundle pricing, with retention supported by reported 80-90% annual renewal rates and near-100% five-year retention on the flagship. Distribution is direct only (no resellers or marketplaces), with audience growth driven by content marketing, podcast syndication across more than a dozen platforms, organic social media, an annual in-person conference, and earned media in Bloomberg, Forbes, and other major financial outlets.

Name

The Jared Dillian Show

Legal name

JDM Research LLC

Website

https://jareddillianmoney.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

The Jared Dillian Show is a bootstrapped financial media and education business selling premium investment newsletters, free weekly content, a podcast, and online courses direct-to-consumer to retail and professional investors, led by former Lehman Brothers trader Jared Dillian.

Ownership category

akta.pro rank

Product category

Investment Newsletters and Financial Education

NAICS

Periodical Publishers (513120)

SIC

Investment Advice (6282)

akta.pro primary industry

Newsletters & Email-Based News Publishers (B2B/B2C) (MPAJADAJ)

akta.pro secondary industry

Digital Learning & Course Subscriptions (CRAFAIAD)

Keywords

• Financial newsletters
• Investment education
• Market commentary
• Stock picking services
• Personal finance advice

Headquarters

HQ city

Fernandina Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. The Daily Dirtnap Newsletter: Daily market newsletter for investment professionals published since 2008. Takes top-down macro approach covering stocks, bonds, currencies, and commodities with focus on sentiment analysis. Delivered 225+ issues per year. $995/year subscription.
2. Street Freak: Aggressive stock-picking newsletter with 15 positions. Includes 12 monthly issues, weekly updates, and real-time trade alerts. Covers themes including private equity bubble. $1,795/year.
3. Strategic Portfolio: Long-term core portfolio/retirement investing service using ETFs across 5 asset classes (stocks, bonds, real estate, cash, gold). Monthly issues with portfolio updates. $249/year.
4. Heartland Investor: Monthly stock-picking service co-produced by Jared Dillian and analyst Adam Crawford. Features one high-conviction pick per month using 100-point Moat Evaluator system. $1,495/year.
5. Bond Masterclass: 26-lesson video course on bond investing covering Treasuries, corporate bonds, municipal bonds, international bonds, mortgage-backed securities. Includes 3.0-4.0 CE credits for CFP/IWI. $399 one-time purchase.
6. Options Masterclass: 48-lesson video course on options trading covering fundamentals, volatility, Greeks, and strategies. Includes 5.0-5.5 CE credits for CFP/IWI. $499 one-time purchase (regularly $599).
7. The Jared Dillian Letter (Free): Free weekly investment letters delivered via email. Serves as top-of-funnel acquisition channel. Features profitable opportunities in markets and investing insights. No subscription fee.
8. Be Smart Podcast: Weekly podcast hosted by Jared Dillian and co-host Cameron. Covers personal finance, investing, market trends. Available on Spotify, Apple Podcasts, Google Podcasts, and 10+ other platforms. Free to listen.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

The Jared Dillian Show sells subscription-based financial newsletters (The Daily Dirtnap, Street Freak, Strategic Portfolio, Heartland Investor), one-time online courses on bond and options investing (Bond Masterclass, Options Masterclass), and a free weekly letter and podcast (The Jared Dillian Letter, Be Smart). Offerings are sold direct-to-consumer through the owned website, combining macro market commentary, stock-picking services, and educational content targeted at individual and professional investors.

Product overview

Jared Dillian Money operates a multi-product financial education and investment advisory platform. The core offerings include free content (The Jared Dillian Letter newsletter and Be Smart Podcast) alongside premium subscription services. Premium products fall into three categories: (1) Active trading services—The Daily Dirtnap (daily macro newsletter, $995/year), Street Freak (aggressive stock-picking with real-time alerts, $1,795/year), and Heartland Investor (monthly undervalued stock picks with moat analysis, $1,495/year); (2) Portfolio advisory—Strategic Portfolio (long-term ETF-based retirement portfolio); and (3) Educational courses—Bond Masterclass ($399) and Options Masterclass ($499). All products are accessible via the jareddillianmoney.com platform with separate membership access.

Differentiator

Problem solved

Functional benefit

Brands

• The Daily Dirtnap: Daily market newsletter for investment professionals, taking a top-down macro approach to stocks, bonds, currencies, and commodities. Published since 2008 with approximately 4,000 readers.
• The Jared Dillian Letter
• Street Freak
• Strategic Portfolio
• Heartland Investor
• The Be Smart Podcast
• Bond Masterclass
• Options Masterclass

Products and services

• The Daily Dirtnap Daily market newsletter for investment professionals taking a top-down macro approach across stocks, bonds, currencies, and commodities, with emphasis on sentiment analysis rather than stock picks. Approximately 4,000 professional readers, 225+ issues per year, 16 years continuous publication, $995/year annual subscription.
• Street Freak
• Strategic Portfolio
• Heartland Investor
• The Jared Dillian Letter (Free) Free weekly investment letter providing market commentary, profitable opportunities, and personal finance insights, delivered every Thursday to 100,000+ readers. Functions as the primary top-of-funnel acquisition channel for paid premium subscriptions.
• Be Smart Podcast Weekly podcast hosted by Jared Dillian and co-host Cameron, covering personal finance, investing, market trends, and financial advice in an entertaining format. Distributed across Spotify, Apple Podcasts, Google Podcasts, Castbox, Audacy, iHeartRadio, Podbean, Deezer, and other platforms; carries a 4.9/5 star rating.
• Bond Masterclass Educational video course on bond investing with 26 lessons covering seven bond types including Treasuries, corporate, municipal, international, mortgage-backed securities, and TIPS. Includes access to two diversified bond portfolios; eligible for 3.0 IWI and 4.0 CFP CE credits; 30-day risk-free trial. $399 one-time purchase.
• Options Masterclass Educational video course on options trading with 48 lessons across 7 modules covering fundamentals, volatility, the Greeks, basic and advanced strategies, practical execution, and risk management. Includes a 'Watch Me Trade' video session and special report. Eligible for 5.0 IWI and 5.5 CFP CE credits. $499 one-time purchase (regularly $599).
• Short Private Equity Hub Free news aggregation hub that updates nearly every day with private equity news, built around Jared Dillian's prediction of an imminent private equity collapse and his framing of 'The Next Big Short.' Functions as a free content hub supporting Street Freak and the broader JDM brand.

Quantifiable outcome

• 80-90% annual renewal rates for flagship newsletter
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mauldin Economics: Mauldin Economics sells macro-driven investment newsletters, research reports, and conferences led by a single founder-economist — a near-direct analog to JDM's structure of founder-led premium newsletter products and an annual subscriber conference.
• InvestorPlace: InvestorPlace offers multiple subscription-based stock-picking and advisory services with tiered pricing, directly mirroring JDM's multi-product premium newsletter portfolio targeting retail investors.
• Real Vision: Real Vision produces premium long-form video, podcast, and written research on global macro and investing for a subscription audience — directly comparable as a premium subscription finance media platform with strong founder-driven brand identity.
• The Motley Fool: The Motley Fool operates one of the largest subscription-based investment research and advisory services, selling premium stock-picking newsletters, scorecard tools, and member communities to retail investors — directly comparable to JDM's multi-tier subscription newsletter model.
• The Oxford Club: The Oxford Club is a private investment research publisher offering tiered premium newsletters, model portfolios, and trading recommendations — comparable to JDM's premium tier structure and content-driven D2C subscription model.
• Stansberry Research: Stansberry is a major subscription-based financial research publisher offering numerous individual newsletters across equities, commodities, and macro — directly comparable to JDM's portfolio of premium newsletters under a single content brand.

Broad incumbents

• Morningstar: Morningstar provides subscription investment research, analyst ratings, and portfolio tools to retail and professional investors — a much larger incumbent with overlapping premium research offerings but broader scope and different distribution.
• TheStreet: TheStreet is a financial media brand offering news, premium newsletters, and subscription advisory services — comparable in the editorial/newsletter space to JDM but operating at broader media scale with multiple editorial contributors rather than a single founder voice.
• Seeking Alpha: Seeking Alpha is a large investment research and crowdsourced analysis platform with paid premium tiers — comparable to JDM in delivering premium investment content via subscription, though at vastly greater scale with a contributor-driven model.
• Zacks Investment Research: Zacks is a long-established investment research firm offering premium stock rankings, model portfolios, and newsletters — overlaps with JDM in subscription-based equity research but at significantly larger scale and broader product suite.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/dailydirtnap
• YouTubeyoutube.com/@jareddillian
• Facebookfacebook.com/jareddillianauthor
• LinkedInlinkedin.com/company/the-jared-dillian-show

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Jared Dillian Show