Jared Dillian : Armington Capital, LLC

The Investor With Joel Palathinkal · Sep 19, 2026 · 22m

In this episode, former Lehman Brothers Wall Street trader, newsletter publisher, and bestselling author Jared Dillian introduces the core philosophy behind his book, The Awesome Portfolio, offering retail investors a practical roadmap to achieve consistent, stress-free wealth accumulation. Reflecting on surviving a 50% personal drawdown during the 2008 financial crisis, Jared breaks down why minimizing volatility and catastrophic downside risk is far more vital to long-term financial happiness than blindly chasing market beta or volatile tech stocks. He outlines the architecture of his…