Podcast Feed

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…

How to Fix the Retirement Savings Crisis

How to Fix the Retirement Savings Crisis

Why 401k and other defined contribution schemes are flawed, leading to a generation of workers unprepared for retirement. What are the solutions to f…

Are You Taking Enough Aspirational Risk?

Are You Taking Enough Aspirational Risk?

Why we need distinct risk buckets: balancing our natural loss aversion with the allure of opportunities that offer the potential for massive upside.T…

Plus episode excerpts: ETF Size, the Long-term Impact of QE, and Stock Market Inelasticity

Plus episode excerpts: ETF Size, the Long-term Impact of QE, and Stock Market Inelasticity

This week on the podcast, we share excerpts from Plus episode 484 on ETF size and the impact of QE, as well as Plus episode 493 on stock market inela…

The Federal Reserve Cut Interest Rates. What Should We Do Now?

The Federal Reserve Cut Interest Rates. What Should We Do Now?

What does the Federal Reserve's policy rate cut mean for our portfolios? Will interest rates keep falling? What changes should we make?Topics include…

When to Sell Equity or Borrow: A Guide for Homeowners, Students, and Artists

When to Sell Equity or Borrow: A Guide for Homeowners, Students, and Artists

How do home equity investments, income share agreements, and music royalties work, and how can you participate?Topics covered include:How a home equi…

The Housing Affordability Crisis: What Caused It and How to Fix It

The Housing Affordability Crisis: What Caused It and How to Fix It

What caused the 40% price increase in houses and rents, and what are governments doing to try to fix the problem.Topics covered include:Why 50% of th…

The Power of Optionality: Small Bets, Big Payoffs

The Power of Optionality: Small Bets, Big Payoffs

In this episode, we explore the concept of optionality—how small, strategic decisions can lead to outsized rewards with limited downside risk. From a…

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?

In Episode 491, we explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting ea…