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Should You Investment 100% of Your Retirement in Closed-End Funds?

Should You Investment 100% of Your Retirement in Closed-End Funds?

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of sellin…

What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries

What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries

How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier.Topics covered include:Two ways countries can incr…

Tariffs and the Mar-a-Lago Accord: What Trump Really Wants

Tariffs and the Mar-a-Lago Accord: What Trump Really Wants

How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufac…

Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan coul…

Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves

Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves

We consider the incongruency of a U.S. Strategic Bitcoin Reserve, the latest crypto exchange hack, and how most participants lost money on the Trump …

Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.Topics covered include:How immed…

What Are Sovereign Wealth Funds and Does the U.S. Need One?

What Are Sovereign Wealth Funds and Does the U.S. Need One?

The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how th…

Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep …

How to Invest in Private Credit / Direct Lending

How to Invest in Private Credit / Direct Lending

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverag…

Who Should Bear the Cost? Socialized versus Market-Based Risk Management

Who Should Bear the Cost? Socialized versus Market-Based Risk Management

Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market…

Where You Live Matters - How Geography Contributes to Wealth

Where You Live Matters - How Geography Contributes to Wealth

How geography contributes to economic growth and can increase or lower the cost of living.Topics covered include:Why living in a developing country l…

Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets

Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets

In episode 506, Joshua shares the pros and cons of living outside of your home country. He convinces David why he needs more than one passport. Final…

Optimization, AI and Opting Out with Coco Krumme

Optimization, AI and Opting Out with Coco Krumme

In our final episode of the year, I converse with author and data scientist Coco Krumme about the benefits and costs of optimization in finance, indu…

Indexing Bubble and Asset Class Returns Still Revert to the Mean

Indexing Bubble and Asset Class Returns Still Revert to the Mean

How asset class returns move in cycles with periods of above-average returns followed by periods of lower returns. How has the rise of passive indexi…

U.S. Stocks Have Never Been This Overhyped or Expensive

U.S. Stocks Have Never Been This Overhyped or Expensive

What are the tangible and intangible factors that have contributed to long-term U.S. stock market outperformance compared to the rest of the world? D…

Should You Invest in Nuclear Energy?

Should You Invest in Nuclear Energy?

Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it?Topics covered include:Why d…

Strategies and Systems Want Your Money

Strategies and Systems Want Your Money

We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed o…

Episode 500: The S&P 500 Index and the Decade Ahead

Episode 500: The S&P 500 Index and the Decade Ahead

In the 500th episode of Money for the Rest of Us, we focus on the S&P 500 Index. How has the index changed, and why have U.S. stocks performed so…

What Makes an Economy Prosperous? Spotlight on Cuba and Argentina

What Makes an Economy Prosperous? Spotlight on Cuba and Argentina

We explore eight things that contribute to a healthy, growing economy and where Cuba and Argentina have fallen short.Topics covered include:Why Cuba …

Ten Things I've Learned About Investing in the Past Decade

Ten Things I've Learned About Investing in the Past Decade

In episode 498, David shares how his investing has changed over the past ten years and lessons you can apply to your portfolio.Document Your JourneyK…