Explore every episode of the podcast Money For the Rest of Us
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The Financial System Will Be Hacked and How to Prepare For It | 09 sept. 2026 | 00:25:38 | |
Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability. We share how in this episode. We also explain why the bull market in gold will likely continue. Topics covered include:
Sponsors Get the free guide from NetSuite: Aligning for the Agentic Era: How AI Is Changing Everyday Work Delete Me – Use code David20 to get 20% off Our Premium Products Show Notes Episode 564 Slide Deck with Charts Gold's Run Isn't Yet Done - Bhanu Baweja - Financial Times Related Episodes 541: Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally 563: Why Interest Rates Keep Rising and What to Do About It See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Bond Market Chaos: Why Interest Rates Keep Rising and What to Do About It | 26 août 2026 | 00:27:38 | |
The national debt exceeds $40 trillion, U.S. long-term Treasury yields are at 19-year highs, the U.S. Treasury Department is intervening in currency and bond markets. We unpack it all in this episode and show you how to position your investment portfolio to lock in higher yields and protect yourself from falling bond prices. Sponsors Delete Me – Use code David20 to get 20% off Our Premium Products Show Notes Debt to the Penny - U.S. Treasury Historical debt and budget tables - U.S. White House Average U.S. national debt interest rate - U.S. Treasury America’s Risky Debt: What Markets See That Policymakers Don’t - Hanno Lustig Related Episodes 525: No More AAA – What the U.S. Debt Downgrade Means for Investors 463: How to Lock in Higher Yields 464: More Ways to Lock in Higher Yields See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 5 Steps to Simplify Your Investment Portfolio | 12 août 2026 | 00:26:59 | |
What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals, Roth conversions, and required minimum distributions. We also explore which areas of the stock and bond markets are attractive right now as you seek to simplify and/or rebalance your portfolio. Sponsors Delete Me – Use code David20 to get 20% off Show Notes and Related Content A Complete Guide to Investing in I Bonds and TIPS (2026) 550: Asset Location: Where You Invest, Where You Live, What You Can Access Free Investment Strategy Report Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How to Navigate the AI Debt Bubble | 29 juil. 2026 | 00:26:38 | |
We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself. Topics covered include:
Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes AI debt slide deck used for episode Hyperscalers Tap External Financing as AI Capex Outruns Cash Flow—FactSet Insight What History Tells Us About The AI Investment Boom by Larry Swedroe—Financial Advisor Progress and peril by Pablo Hernández de Cos—BIS US Life Insurers Held $807 Billion of Hard-to-Sell Credit by Alexandre Rajbhandari—Bloomberg US Corporate Bonds Statistics—sifma See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Is Inflation Manipulated? If So, What to Do About It | 15 juil. 2026 | 00:25:53 | |
How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it. Topics covered include:
Sponsors Delete Me – Use code David20 to get 20% off Retirement Investing Webinar and Portfolio Cohort Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Preview of the 2026 Annual Update of the National Economic Accounts—BEA The Inflation Outlook by Governor Stephen I. Miran—U.S. Federal Reserve Live Retirement Portfolio Cohort—Money for the Rest of Us Related Episodes 475: Inflation’s Illusion: Debunking the Normalcy of Currency Debasement 429: Which Inflation Protection Strategies Worked and Which Didn’t? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There | 24 juin 2026 | 00:29:48 | |
David shares nine lessons a listener followed to become a millionaire. Topics covered include:
Sponsors Delete Me – Use code David20 to get 20% off Retirement Investing Webinar and Portfolio Cohort Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Related Episodes 498: What I Learned Investing in the Past Decade 454: How To Invest – Ten Rules of Thumb for Individual Investors See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Will You Be Forced to Own SpaceX and Other AI Stocks? | 10 juin 2026 | 00:25:30 | |
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in stocks tied to AI. And finally, if you do buy SpaceX, what would need to happen to earn a reasonable return on your investment? Sponsors Delete Me – Use code David20 to get 20% off Retirement Investing Webinar and Portfolio Cohort Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Elon Musk Is Dropping a Boulder in a Kiddie Pool by Matteo Wong—The Atlantic Passive Investing and Market Quality by Philipp Höfler, Christian Schlag, and Maik Schmeling—SSRN Investments Mentioned iShares Core S&P 500 ETF (IVV) Tema S&P 500 Historical Weight ETF Strategy (DSPY) Defiance Large Cap ex-Mag 7 (XMAG) Invesco S&P 500 Equal Weight (RSP) Invesco FTSE RAFI US 1000 (PRF) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs | 27 mai 2026 | 00:25:39 | |
We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. Finally, we explain why it's better to own a single stock than a single-stock covered call ETF, such as MSTY, NVDY, or TSLY, offered by YieldMax. Show Notes The Dividend Disconnect - Samuel M. Hartzmark and David H. Solomon Sam Hartzmark on Dividends - Meb Faber Research The New American Hustle: Dividends Over Day Jobs - Denitsa Tsekova and Vildana Hajric - Bloomberg Covered Calls Uncovered - Roni Israelov and Lars N. Nielsen - Financial Analysts Journal Sponsors Take the Money for the Rest of Us book quiz to see which investing book is best for you. Delete Me – Use code David20 to get 20% off Investment Mentioned Invesco S&P 500 BuyWrite ETF (PBP) JPMorgan Equity Premium Income ETF (JEPI) WisdomTree Equity Premium Income Fund (WTPI) YieldMax TSLA Option Income Strategy ETF (TSLY) Tesla (TSLA) YieldMax NVDA Option Income Strategy ETF (NVDY) NVIDIA (NVDA ) YieldMax MSTR Option Income Strategy ETF (MSTY) Strategy (MSTR) Related Episodes 471: Unlocking Income—A Comprehensive Guide to Investing in Covered Call ETFs 466: Does Dividend Investing Still Work? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| We Are All Wayfinders | 13 mai 2026 | 00:23:20 | |
Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze his portfolio trades over the past 12 years. Sponsors Square - Get up to $200 in hardware Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Almost Reckless by Amy Smilovic—Penguin Random House Related Episodes 555: Five Practices That Have Shaped My Career See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Five Practices That Have Shaped My Career | 29 avr. 2026 | 00:27:55 | |
I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI. Topics covered include:
Sponsors Square - Get up to $200 in hardware Delete Me – Use code David20 to get 20% off Live Portfolio Cohort - May 2026 Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Gregor Macdonald - Cold Eye Earth Libsyn Statistics, visualized—Livewire Labs The Big Bang: A.I. Has Created a Code Overload By Mike Isaac and Erin Griffith—The New York Times Related Episodes 496: Are You Taking Enough Aspirational Risk? 535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Invitation to Our Live Portfolio Review and Rebalancing Special Webinar | 22 avr. 2026 | 00:03:57 | |
Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalancing a portfolio. I will also answer your questions. You can sign up for this special webinar at https://moneyfortherestofus.com/webinar/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| There Is No Perfect Portfolio. Just Good Enough | 15 avr. 2026 | 00:27:28 | |
Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the current moment. Sponsors Square - Get up to $200 in hardware Delete Me – Use code David20 to get 20% off Live Portfolio Cohort - May 2026 Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Money for the Rest of Us Live Portfolio Cohorts Why Everything Suddenly Is ‘Perfect’ by Paula Marantz Cohen—The Wall Street Journal Your Perfect Portfolio by Cullen Roche—Pan MacMillan My Core Investment Values by Peter Lazaroff—Peter Lazaroff Show Us Your Portfolio: Jared Dillian—Excess Returns: An Investing Podcast The dystopian fantasy of uselessness by Stephen Cane—The Financial Times Investments Mentioned State Street Bridgewater All Weather ETF (ALLW) RPAR Risk Parity ETF (RPAR) AQR Multi-Asset Fund (AQRIX) Related Episodes 491: The Five Layers of Investing 306: Three Approaches to Asset Allocation See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| A MFTROU Update, Cognitive Offloading Versus Cognitive Surrender, and Live Portfolio Cohorts | 01 avr. 2026 | 00:07:06 | |
In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month. You can learn more about our live portfolio cohorts here. Show Notes I Saw Something New in San Francisco - Ezra Klein - New York Times See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Is Another Great Financial Crisis Coming? 5 Ways to Prepare | 25 mars 2026 | 00:27:14 | |
How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to seed a revolution is so risky. And finally, what can we do to prepare ourselves for the next financial crisis? Sponsors Delete Me – Use code David20 to get 20% off Live Portfolio Cohort - May 2026 Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Read Trump's full statement on Iran attacks—PBS News The Poverty of Historicism By Karl Popper Iran Is Trying to Defeat America in the Living Room By Karim Sadjadpour—The Atlantic ‘Once and for All’ Means Never By Thomas L. Friedman—The New York Times AI Isn’t Coming for Everyone’s Job By Adam Ozimek—The Atlantic Related Episodes 291: How To Survive the Coronavirus (COVID-19) Shutdown 377: What If It’s Different This Time? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| AI Is Changing Me - and the Case for Good Enough | 11 mars 2026 | 00:25:36 | |
When is good enough actually good enough? AI is reshaping how I work and live. And a member with a portfolio that's beaten an all-in-one Vanguard LifeStrategy fund for ten years asks whether the complexity is worth it — or whether it's time to simplify. Sponsors Masterworks - Invest in multimillion-dollar artwork offerings Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes An update on our model deprecation commitments for Claude Opus 3—Anthropic Investments Mentioned Vanguard LifeStrategy Growth Fund Investor (VASGX) Related Episodes 542: Don’t Take Financial Advice from AI 491: The Five Layers of Investing 419: How to Make Portfolio and Asset Allocation Changes Masterworks Disclosures Listeners get priority access to Masterworks at https://www.Masterworks.com/david Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index. Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation. Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| What Average Really Looks Like — and Can Managed Futures Help? | 25 févr. 2026 | 00:27:52 | |
How historical and expected returns for university endowments can guide us in setting reasonable return expectations. We also analyze managed futures strategies to see how they work, how they have performed, and how to use them in your investment portfolio. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes 2025 NACUBO-Commonfund Study of Endowments (NCSE) Results—NACUBO Princeton University cuts expectation for endowment returns by Sun Yu—The Financial Times Demystifying Managed Futures by Brian K. Hurst, Yao Hua Ooi, and Lasse H. Pedersen—AQR Investments Mentioned AQR Managed Futures Strategy Fund I (AQMIX) iMGP DBi Managed Futures Strategy ETF (DBMF) KraneShares Mount Lucas Managed Futures Index Strategy ETF (KMLM) WisdomTree Managed Futures Strategy Fund (WTMF) First Trust Managed Futures Strategy Fund (FMF) Return Stacked US Stocks & Managed Futures ETF (RSST) Related Episodes 524: Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us 204: Why Are Investment Returns So Low? 180: Can You Outperform Harvard’s Endowment? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Asset Location: Where You Invest, Where You Live, What You Can Access | 11 févr. 2026 | 00:23:33 | |
In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices. Sponsors Masterworks - Invest in multimillion-dollar artwork offerings Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes The Hidden Healthcare Infrastructure Americans Cross the Border to Find—Kogod School of Business Location as an Asset by Adrien Bilal and Esteban Rossi-Hansberg—Princeton The Overlooked Edge: The Case for Asset Location in Managed Portfolios—Morningstar Asset location for equity by Sachin Padmawar and Daniel Jacobs—Vanguard This powerful strategy can create more spendable wealth by Tom Lenkiewicz—J.P. Morgan Asset location strategies for tax efficient investing—BlackRock Related Episodes 540: Beyond Munis — New ETFs for Tax-Efficient Bond Investing 506: Should You Retire Early and Live Outside Your Home Country? With Joshua Sheats 425: How Profits Motivate Change Masterworks Disclosures Listeners get priority access to Masterworks at https://www.Masterworks.com/david Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index. Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation. Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Why Catastrophe Bonds Yield 12%. Should You Invest? | 28 janv. 2026 | 00:23:59 | |
A new ETF allows individuals to earn income by insuring against natural disasters through investing in catastrophe bonds. We break down the historical returns, risk, fees, and structure of this intriguing investment opportunity. Topics covered include:
Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Investments Mentioned Brookmont Catastrophic Bond ETF (ILS) Stone Ridge High Yield Reinsurance Risk Premium Fund (SHRIX and SHRMX) Show Notes Miami Is Entering a State of Unreality by Mario Alejandro Ariza—The Atlantic Historical Hurricane Tracks—NOAA 2026 Climate and Catastrophe Insight—AON BERKSHIRE HATHAWAY INC. 2002 ANNUAL REPORT—Berkshire Hathaway When, Where and How Often Insurers Fail—PACICC Swiss Re Global Cat Bond Performance Index returns 11.40% for 2025—Artemis Catastrophe Bonds by Alexander Braun and Carolyn Kousky—Wharton See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| What Will Drive Financial Markets in 2026—and How to Make It Your Best Year | 14 janv. 2026 | 00:32:42 | |
We explore the forces likely to shape financial markets in 2026 and how to make better decisions as you pursue your goals this year. Topics covered include:
Sponsors Masterworks - Invest in multimillion-dollar artwork offerings Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes A Slightly Better You in the New Year by Roland Fryer—The Wall Street Journal Handbook of Cognitive Biases—Federal Intelligence Service FIS America’s affordability crisis is (mostly) a mirage—The Economist When Your Private Fund Turns $1 Into 60 Cents by Jason Zweig—The Wall Street Journal Canadians Are Furious After Real Estate Funds Lock Up Their Money by Paula Sambo—Bloomberg Blue Rock TI+ Annual Report—Securities and Exchange Commission Is AI More Like a Mind or a Market? by Walter Frick—Bloomberg Don’t Fear the Bubble Bursting by Carl Benedikt Frey—The New York Times Related Episodes 484: 7 Steps to Living a Longer Life 414: Use Caution with Private REITs like Blackstone’s BREIT Masterworks Disclosures Listeners get priority access to Masterworks at https://www.Masterworks.com/david Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index. Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation. Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Debt Is For Managing Wealth Not Creating It | 17 déc. 2025 | 00:26:29 | |
Should you borrow money to magnify returns in your 401 (k), IRA, or other tax-deferred retirement account? We examine Basic Capital, which allows investors to leverage their retirement account investments. We also explore how the wealthy don't use debt to generate wealth but to manage it. Sponsors Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes This 30-Year-Old’s Startup Is Bringing Leverage to 401(k) Savers by Suzanne Woolley—Bloomberg This startup is offering mortgages for 401(k)s by Liz Hoffman—Semafor Startup Failure by Elizabeth Pollman—SSRN Related Episodes 353: The Pros and Cons of Infinite Banking and Whole Life Insurance 238: The U.S. Is More Socialist Than Denmark Regarding Home Mortgages See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter | 10 déc. 2025 | 00:23:11 | |
As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more. Topics covered include:
Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Measuring the Natural Rate of Interest—Federal Reserve Bank of New York Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve Related Episodes Related Episodes 487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts 445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy & Where to Invest Next 395: How Population Trends Will Impact Growth, Inflation, Investing and Well Being See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Burnout, Breaks, and the Courage to Spend with David Bach | 19 nov. 2025 | 00:42:29 | |
David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's idea of a flat tax on IRA distributions. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes David Bach's IRA Flat Tax Idea Related Episode 506: Should You Retire Early and Live Outside Your Home Country? With Joshua Sheets See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Sports Betting Is Not Investing | 12 nov. 2025 | 00:20:37 | |
Can you really make money sports betting on low-risk, high-probability events? Topics covered include:
Episode Sponsor Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes https://info.lowstressbets.com/ How Do Betting Odds Work? by OC Staff—oddschecker Senate Commerce Committee Wants Answers on NBA Gambling Scandal—Senate Commerce Committee ESPN Will Not Let Failure Push It Out Of The Gambling Business by Chris Thompson—Defector See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Hoarding, FOMO, and Zcash: A Private Bitcoin | 29 oct. 2025 | 00:21:52 | |
What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In this episode, David explores why that is, and shares why he recently bought Zcash, and how it’s both similar to and different from Bitcoin. Email Newsletters Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Money for the Rest of Us Substack Our Premium Products Show Notes The Largest Companies by Market Cap in October 2025—The Motley Fool (Accessed October 2025) Selling Gold in the Diamond District - Money for the Rest of Us Substack Related Episodes 513: Crypto—Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves 432: Are the Economy and Financial Markets Zero-Sum Games? 496: Are You Taking Enough Aspirational Risk? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Don’t Take Financial Advice from AI | 22 oct. 2025 | 00:26:36 | |
How AI gets simple finance wrong, and how to make it work for you, not mislead you Topics covered include:
Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Show Notes What Kind of a “PhD-level Expert” Is ChatGPT 5.0? I Tested It. by Gary Smith—Mind Matters Top US Army General Says He’s Letting ChatGPT Make Military Decisions by Joe Wilkins—Futurism Why Language Models Hallucinate by Adam Tauman Kalai, Ofir Nachum, et al—Arxiv Auto Loan Calculator—nerdwallet Related Episodes 538: Forests, Fakes, and the Fight for the Real 457: AI’s Fork in the Road: Societal Bliss or Existential Threat 450: How Higher Interest Rates Alter Our Financial Blueprint See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally | 15 oct. 2025 | 00:18:54 | |
Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement. Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Show Notes How long will gold mania last?—Financial Times Gold Reserves by Country—World Gold Council Gold's rise in central bank reserves appears unstoppable by Jamie McGeever—Reuters Above-ground stock—World Gold Council Gold Demand Trends: Q2 2025—World Gold Council Treasury Term Premia—Federal Reserve Bank of New York Investments Mentioned iShares Gold Trust (IAU) SPDR Gold Trust (GLD) SPDR Gold MiniShares Trust (GLDM) See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Beyond Munis — New ETFs for Tax-Efficient Bond Investing | 08 oct. 2025 | 00:26:23 | |
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis. We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions. Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Delete Me – Use code David20 to get 20% off Investments Mentioned Vanguard Tax-Exempt Bond ETF (VTEB) iShares 7-10 Year Treasury Bond ETF (IEF) JPMorgan Ultra-Short Municipal Income ETF (JMST) Alpha Architect 1-3 Month Box ETF (BOXX) F/m Compoundr U.S. Aggregate Bond ETF (CPAG) F/m Compoundr High Yield ETF (CPHY) NEOS Enhanced Income Aggregate Bond ETF (BNDI) NEOS Enhanced Income 1–3 Month T-Bill ETF (CSHI) Show Notes US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein Cboe:BOXX | Investment case—alpha architect See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Money for the Rest of Us Update | 24 sept. 2025 | 00:06:20 | |
This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shaping the next decade, explains why there won’t be a new episode next week, and highlights fresh content available on YouTube, Instagram, LinkedIn, and Substack. David also reflects on consistency, community, and the process of writing his second book. Regular episodes return in October. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Resilient Wealth in an Era of Infinite Money | 17 sept. 2025 | 00:25:53 | |
What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money. Topics covered include:
Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Delete Me – Use code David20 to get 20% off Show Notes Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve Speech by Richard Nixon (15 August 1971)—CVCE US - Total Market Cap Divided by M2 Money Supply—MacroMicro Does Quantitative Easing Affect Inequality: Evidence from the US - Nektarios Michail Debt: The First 5,000 Years by David Graeber Related Episodes 482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity 431: The Long-term Bullish Case for Gold See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Forests, Fakes, and the Fight for the Real | 10 sept. 2025 | 00:22:30 | |
From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and everyday life teach us about staying connected to the real. Topics covered include:
Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Delete Me – Use code David20 to get 20% off Show Notes Lumber Price—Trading Economics J.Crew used A.I. to counterfeit their own vibes—Blackbird Spylane American Time Use Survey Summary—U.S. Bureau of Labor Statistics Related Episodes 535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite 531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble? 60: Are You Hoarding Or Investing? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Why Central Banking Is So Hard and Why Fed Independence Matters | 27 août 2025 | 00:24:36 | |
Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include:
Sponsor LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes 2025 Statement on Longer-Run Goals and Monetary Policy Strategy—The Federal Reserve Board Trump says U.S. interest rate is at least 3 points too high—Reuters What is the neutral rate of interest? by Sam Boocker, Michael Ng, and David Wessel—Brookings Powell's Econ 101: Jobs not inflation. And forget about the money supply by Howard Schneider—Reuters Related Episodes 453: The Price of Money – 700 Years of Falling, Can Interest Rates Keep Rising? 312: What the Federal Reserve’s New Policies Mean For Your Finances 295: Federal Reserve Insolvency and Monetizing the National Debt 246: What Central Banks Don’t Know Should Concern You See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How To Invest During a Bubble | 20 août 2025 | 00:21:25 | |
From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype. Topics covered:
Sponsor LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube % S&P 500 share of top 10 companies by market cap %—Apollo Academy Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual Capitalist AI’s Moment and Insights from Themes Past by Anil Rao—MSCI How to invest in a stock market bubble by Stuart Kirk—The Financial Times Related Episodes 535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite 503: U.S. Stocks Have Never Been This Overhyped or Expensive 500: The S&P 500 Index and the Decade Ahead 365: Why Some Asset Bubbles Don’t Burst See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite | 13 août 2025 | 00:25:15 | |
A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. Episode Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Inside the relentless race for AI capacity—The Financial Times Inside the AI race: can data centres ever truly be green?—The Financial Times The Kanye/Data Center Crossover by Paul Kedrosky—Paul Kedrosky Related Episodes 531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble? 501: Strategy and Systems Want Your Money 496: Are You Taking Enough Aspirational Risk? 492: The Power of Optionality: Small Bets, Big Payoffs 482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas | 06 août 2025 | 00:39:14 | |
Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor. Episode Sponsor Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes FEG Insight Bridge episode page See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards | 30 juil. 2025 | 00:38:05 | |
David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attention capital, distinguishing risk from uncertainty, and the importance of taking microactions. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Carl Richard's website, Behavior Gap Your Money: Reimagining Wealth in 97 Simple Sketches by Carl Richards Related Episodes 496: Are You Taking Enough Aspirational Risk? 394: How to Get Better at Risk Taking See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans? | 23 juil. 2025 | 00:20:07 | |
A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes U.S. Labor Department Allows Private Equity in 401(k) Plans by Chris Cumming—The Wall Street Journal State Street New TDF Includes Private Assets by PSCA Net Staff—PSCA The Power of Private Markets by Robert Crothers et al.—BlackRock UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT OPINION No. 22-16268 The Relentless Ask: Private Markets Are Eating the World by Michael Batnick—The Irrelevant Investor Don’t Buy Into This Easy Fix for Stock-Market Craziness by Jason Zweig—The Wall Street Journal On Endowments and Unintended Consequences by Paul Kedrosky—Paul Kedrosky Related Episodes 509: How to Invest in Private Credit / Direct Lending? 497: How to Fix the Retirement Savings Crisis 490: Should You Invest in Private Equity? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble? | 16 juil. 2025 | 00:23:06 | |
We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity? Sponsors Show Notes Behind the Curtain: A white-collar bloodbath by Jim VandeHei and Mike Allen—Axios Yuval Noah Harari Statement - Post by Nunki08—Reddit Challenger Report June 2025—Challenger, Gray & Christmas Entry level jobs fall by nearly a third since ChatGPT launch by Karl Matchett—The Independent Strategic Insights for M&A in the Evolving AI Market—S&P Global Nvidia Becomes First Public Company Worth $4 Trillion by Tripp Mickle—The New York Times Silicon Valley is racing to build the first $1trn unicorn—The Economist How to use generative AI to augment your workforce by Betsy Vereckey—MIT Management Humans must remain at the heart of the AI story by Marc Benioff—The Financial Times The AI Industry Is Radicalizing by Matteo Wong—The Atlantic Which Workers Will A.I. Hurt Most: The Young or the Experienced? by Noam Scheiber—The New York Times Generative AI at Work by Erik Brynjolfsson, Danielle Li, Lindsey Raymond—Oxford Academic Related Episodes 507: Where You Live Matters – How Geography Contributes to Wealth 457: AI’s Fork in the Road: Societal Bliss or Existential Threat 439: How and Why to Invest in AI 417: Will Generative AI Replace Your Job? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Mining and the Global Race for Critical Minerals with Kinterra Capital | 09 juil. 2025 | 00:45:39 | |
How the investing landscape is being reshaped by the global race for critical minerals. Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:
Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes FEG Insight Bridge episode page with transcript Related Episodes 526: The Future of Power: Energy at a Crossroads with Scott Harland 384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing? | 25 juin 2025 | 00:23:19 | |
We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge. Topics covered include:
Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN Related Episodes 398: When Should You Hire An Investment Advisor? Two Case Studies 92: What Robo-Advisors Recommend See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Climbing the Wealth Ladder with Nick Maggiulli | 18 juin 2025 | 00:37:02 | |
How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder. Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Of Dollars and Data - Nick Maggiulli The Wealth Ladder by Nick Maggiulli Related Episodes 461: How Much Should Your Net Worth Grow Each Year? 119: Investing Won't Make You Rich See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Stablecoins and CBDCs: Their Rise, Risks and Possibilities | 11 juin 2025 | 00:27:25 | |
Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies. Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Top Stablecoin Tokens by Market Capitalization—CoinMarketCap Amendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933—SEC Why Crypto Stablecoins Still Worry the Fed by Olga Kharif and Yueqi Yang—Bloomberg Central Bank Digital Currency Tracker—Atlantic Council STRENGTHENING AMERICAN LEADERSHIP IN DIGITAL FINANCIAL TECHNOLOGY—The White House Related Episodes 488: Should You Invest in an Ethereum ETF? 424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank 373: Are Stablecoins Safe? Should You Own Them? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| The Future of Power: Energy at a Crossroads with Scott Harland | 04 juin 2025 | 00:40:26 | |
From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy. Topics covered include:
Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Hungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight Bridge Related Episodes 502: Should You Invest in Nuclear Energy? 469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| No More AAA - What the U.S. Debt Downgrade Means for Investors | 21 mai 2025 | 00:24:54 | |
With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent? Topics covered include:
Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes The Long-Term Budget Outlook: 2025 to 2055—Congressional Budget Office Walmart says higher prices could hit this month due to tariffs by Natalie Sherman—BBC Post on May 17th, 2025; 7:27 AM by Donald J. Trump—Truth Social Walmart responds to Trump comment that retailer should ‘eat the tariffs’ by Kyler Swaim—The Hill Related Episodes 487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts 479: National Debt Master Class Finale – What To Do See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us | 14 mai 2025 | 00:25:08 | |
How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been. Topics covered include:
Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Letter Sent to Harvard 2025-04-11—Harvard Harvard Response 2025-04-14—Harvard Should Harvard Be Tax Exempt? by The Editorial Board—The Wall Street Journal 2024 NACUBO-Commonfund Study of Endowments—NACUBO Related Episodes 402: Why Student Debt Is So High and Forgiving It Doesn’t Fix the Problem 180: Can You Outperform Harvard’s Endowment? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Why Bond Investing Is Easier Than Ever | 07 mai 2025 | 00:26:22 | |
Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes The total return strategy in bonds is far from dead by James Bianco—The Financial Times What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial Times Related Episodes 463: How to Lock in Higher Yields in Case Interest Rates Fall 455: Easier Investing, Richer Life: TIPS Ladders to Annuities 418: Bond Investing Masterclass See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Investing in Emerging Markets with Ali Akay | 30 avr. 2025 | 00:34:34 | |
Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Emerging Unscathed: Featuring Ali Akay—FEG Insight Bridge Related Episodes 474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity? 411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Is the Rest of the World Selling America? | 23 avr. 2025 | 00:19:55 | |
The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include:
Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Federal Surplus or Deficit [-] as Percent of Gross Domestic Product—FRED Economic Data Nonfarm Business Sector: Labor Productivity (Output per Hour) for All Workers—FRED Economic Data Donald Trump vs Mr Market by Tim Harford—The Financial Times Related Episodes 519: Is This the End of Globalization and Free Trade? 380: How Stories Drive Our Happiness and Financial Success See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Where Are We Heading? | 16 avr. 2025 | 00:26:09 | |
In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior. Topics covered include:
Episode Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb—Penguin Random House The 60% Problem — How AI Search Is Draining Your Traffic by Tor Constantino, MBA—Forbes How Late Night TV Is Downsizing by Alex Weprin and Rick Porter—The Hollywood Reporter List of most watched television broadcasts in the United States—Wikipedia Tao te Ching by Lao Tzu (Author), Marc Mullinax (Translator)—fortress press Why AI Might Not Take All Our Jobs—If We Act Quickly by Justin Lahart—The Wall Street Journal Elon Musk and the Dangerous Myth of Omnigenius by Gautam Mukunda—Bloomberg Related Episodes 492: The Power of Optionality: Small Bets, Big Payoffs 484: 7 Steps to Living a Longer Life 482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Is This the End of Globalization and Free Trade? | 09 avr. 2025 | 00:21:34 | |
What will the impact be now that the U.S. has one of the highest tariff rates in the world? Topics covered include:
Episode Sponsors Delete Me – Use code David20 to get 20% off Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes Tariff rate, most favored nation, simple mean, all products (%)—World Bank Group Donald Trump’s tariffs will fix a broken system by Peter Navarro—The Financial Times DHL Global Connectedness Tracker—DHL Objective Knowledge: An Evolutionary Approach by Karl R. Popper—Oxford University Press GDP per capita (constant 2015 US$)—World Bank Group FIFTY YEARS OF GROWTH IN AMERICAN CONSUMPTION, INCOME, AND WAGES by Bruce Sacerdote—National Bureau of Economic Research Real Median Household Income in the United States—FRED Related Episodes 515: Tariffs and the Mar-a-Lago Accord: What Trump Really Wants 516: What Trump Wants Part 2 – How Trade Deficits and Capital Flows Can Harm or Help Countries 427: Did the Tariffs Work? The Trade War Five Years Later 212: Trade Wars Increase Prices and Poverty See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge | 02 avr. 2025 | 00:38:31 | |
Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold. Topics covered include:
Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Show Notes The Golden Age with Max Belmont - FEG Insight Bridge episode page Related Episodes 431: The Long-term Bullish Case for Gold 316: Paper, Rocks, or Digits—What Makes the Best Money 263: Should You Invest In Gold? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||