Podcast Feed

When Should You Pay a Premium?

When Should You Pay a Premium?

What are examples of when it makes sense to pay more than the usual price or fair value for an item or asset?Topics covered include:Why we are willin…

Is It Time To Invest In Big Tech or Medium Tech Stocks?  (FAANGs and FANMAGs)

Is It Time To Invest In Big Tech or Medium Tech Stocks? (FAANGs and FANMAGs)

With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a sa…

Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?

Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?

What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors partic…

How To Be A Successful Contrarian Investor

How To Be A Successful Contrarian Investor

How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial ma…

Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and other Real Things

Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and other Real Things

Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures…

Investing in Business Development Companies (BDCs) and other Niche Assets That Trade on Stock Exchanges

Investing in Business Development Companies (BDCs) and other Niche Assets That Trade on Stock Excha…

We review the ten asset categories that trade on major stock exchanges, many of which are smaller niches in which individual investors have an edge o…

How Stories Drive Our Happiness and Financial Success

How Stories Drive Our Happiness and Financial Success

Stories determine economic and financial outcomes, both our own and the world in aggregate. Here's how to craft and follow stories that will lead to …

People Like Us Invest Like This - Remastered with New Introduction

People Like Us Invest Like This - Remastered with New Introduction

This week, we revisit a classic episode released five years ago. In a newly recorded introduction, David shares the background on the episode and why…

Do We Even Need Leaders?

Do We Even Need Leaders?

How societies have functioned without leaders, including leaderless megacities that survived over 800 years.Topics covered include:Is geopolitics mor…

Is Stagflation Coming?

Is Stagflation Coming?

Will the world experience both inflation and subpar economic growth at the same time?Topics covered include:What is inflation and what causes itWhat …

What If It's Different This Time? - The Impact of the Russian-Ukraine War

What If It's Different This Time? - The Impact of the Russian-Ukraine War

What can we do to prepare if the Russian-Ukraine war gets even worse?Topics covered include:How risk and uncertainty differ as does how we manage the…

What Investment Style Fits Your Personality?

What Investment Style Fits Your Personality?

How to decide the investing scale and timeframe that works best for your temperament.Topics covered include:How stocks perform in the days and weeks …

Five Financial Lessons From Middlemarch

Five Financial Lessons From Middlemarch

Key takeaways from one of the greatest personal finance novels of all time.Topics covered include:Why it is easier to keep doing the same old thingWh…

Lifecycle Investing, Risk Parity Portfolios, and Why Stocks Are Riskier in the Long Run

Lifecycle Investing, Risk Parity Portfolios, and Why Stocks Are Riskier in the Long Run

How lifecycle investing and risk parity portfolios can assist you in having sufficient assets to retire. What are the two types of time diversificati…

Are Stablecoins Safe? Should You Own Them?

Are Stablecoins Safe? Should You Own Them?

How stablecoins are similar and different from other monetary assets. What are stablecoin risks. Why central bank digital currencies are one of the b…

When Should You Sell An Investment?

When Should You Sell An Investment?

We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell…

Find Your Retirement Investing and Living Style

Find Your Retirement Investing and Living Style

What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement invest…

Should You Invest In  Small and Mid Cap Stocks? Is Now the Time?

Should You Invest In Small and Mid Cap Stocks? Is Now the Time?

Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation?Topics covered include:H…

Year-End 2021 Listener Q&A Episode

Year-End 2021 Listener Q&A Episode

We answer listener questions in our final episode of 2021.Topics covered include:Estimating financial market returns in the next thirty yearsInvestin…

How To Invest in Web3, DAOs and the Metaverse

How To Invest in Web3, DAOs and the Metaverse

What is Web 3.0 and how will it transform the world? How you can invest your time and money in decentralized autonomous organizations and other Web3 …