Podcast Feed
What Happens If The U.S. Defaults On Its Debt? Here's Why It Won't
What are the grave consequences if the U.S. debt ceiling isn't increased and the government defaults? What would the Federal Reserve and the Executiv…
Money For the Rest of Us
05/17/2023
Are the Economy and Financial Markets Zero-Sum Games?
Does there need to be a loser for every winner when it comes to investing and economic growth?Topics covered include:What are zero-sum gamesHow tradi…
Money For the Rest of Us
05/10/2023
The Long-term Bullish Case for Gold
Why you should allocate a small percentage of your assets to gold.Topics covered include:What is money, and how does gold fit with that definitionWhy…
Money For the Rest of Us
05/03/2023
How Should Personal and National Wealth Be Measured?
How we measure wealth, riches, abundance, and well-being is more important today than ever.Topics covered include:How late 18th century philosophers …
Money For the Rest of Us
04/26/2023
Which Inflation Protection Strategies Worked and Which Didn't?
With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months.Topi…
Money For the Rest of Us
04/19/2023
How the Coming Credit Crunch Could Harm the Economy and Real Estate Prices
How accelerating bank deposit withdrawals could harm the economy, including real estate prices. How dollars slosh around the financial system but alw…
Money For the Rest of Us
04/12/2023
Did the Tariffs Work? The Trade War Five Years Later
What has been the impact on trade and the trade deficit since the U.S. implemented tariffs on steel, aluminum, and goods made in China?Topics covered…
Money For the Rest of Us
04/05/2023
Which is Best - Active or Passive, ETFs or Funds?
David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work.Topics covered in…
Money For the Rest of Us
03/27/2023
How Profits Motivate Change
"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and h…
Money For the Rest of Us
03/22/2023
Are More Bank Runs Coming? The Collapse of Silicon Valley Bank
What caused Silicon Valley Bank to collapse in only 44 hours, and how likely will the contagion spread, leading to other bank failures?Topics covered…
Money For the Rest of Us
03/15/2023
A "Safe" 6% Yield: The Case for Investment Grade CLOs
How leveraged loans and CLOs work and how to invest in them. What are the risks and opportunities with the new CLO ETFs.Topics covered include:What a…
Money For the Rest of Us
03/08/2023
This Stock Has a 15% Dividend Yield and Has Outperformed Warren Buffett. Should You Invest?
Do activist hedge funds including Carl Icahn's add value? Should you invest in Icahn Enterprises L.P., a conglomerate with a 15% dividend yield and a…
Money For the Rest of Us
02/22/2023
Beware of Survivorship Bias When Investing
Why long-term U.S. stock market outperformance could be because it has avoided major catastrophes. Does an over-reliance on historical U.S. stock ret…
Money For the Rest of Us
02/15/2023
Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed th…
Money For the Rest of Us
02/08/2023
How to Make Portfolio and Asset Allocation Changes
We consider four case studies in which individuals struggle to decide what to do with their investment portfolios.Topics include:Why it's so difficul…
Money For the Rest of Us
02/01/2023
Bond Investing Master Class - How to Invest in Fixed Income
What you need to know to confidently invest in bonds.Topics covered include:Key components of bond investing include face value, coupon rates, yield-…
Money For the Rest of Us
01/25/2023
Will Generative AI Like ChatGPT Replace Your Job?
How sophisticated AI apps from OpenAI and other companies create articles, art, and other works that have never existed. How generative AI will impac…
Money For the Rest of Us
01/18/2023
Your Nation's National Debt: 5 Things You Need to Know
We analyze the worrisome national debt situation in the U.S., UK, and Japan and consider what will determine the likelihood of defaultTopics covered …
Money For the Rest of Us
01/11/2023
Listener Q&A
We kick off 2023 by answering your questions on making portfolio changes, risk tolerance, the strong dollar, inflation and retirement, influential bo…
Money For the Rest of Us
01/04/2023
Use Caution With Private REITs Like Blackstone’s BREIT - Is Now a Good Time to Invest in REITs?
How public equity REITs differ from private REITs. Why investors are selling out of private REITs and why private REIT sponsors like Blackstone and S…
Money For the Rest of Us
12/14/2022