Money For the Rest of Us-What Are Sovereign Wealth Funds and Does the U.S. Need One?

What Are Sovereign Wealth Funds and Does the U.S. Need One? | Money For the Rest of Us Podcast

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 they invest, and some concerns with the U.S. establishing one.

Topics covered include:

  • What are the four types of sovereign wealth funds, and why the U.S. doesn't fit the typical use case
  • How sovereign wealth funds navigate between politics and generating high returns
  • Why a U.S. sovereign wealth fund, depending on its size, could crowd out other investment capital, leading to lower investment returns
  • How the U.S. federal government already invests in its economy without a sovereign wealth fund


Episode Sponsors

Delete Me – Use code David20 to get 20% off

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

Asset Camp

Money for the Rest of Us Plus

Show Notes

Fact Sheet: President Donald J. Trump Orders Plan for a United States Sovereign Wealth Fund—The White House

A Plan For Establishing A United States Sovereign Wealth Fund—The White House

International Forum of Sovereign Wealth Funds

Sovereign Wealth Funds: Past, Present and Future by Salman Bahooab, Ilan Alonb, and Andrea Paltrinieria—ScienceDirect

Guardians releases 2024 Annual Report—NZ Super Fund

UK Wealth Fund Brings Government And Private Investment Together by Efraim Chalamish—Global Finance

2024 Invesco Global Sovereign Asset Management Study—Invesco

Top 100 Largest Sovereign Wealth Fund Rankings by Total Assets—Sovereign Wealth Fund Institute

The Importance and Perspectives of Sovereign Wealth Funds in the Globalised Economy by Jan Černohorský and Kateřina Tesnerová—SHS Conferences


See Privacy Policy at link and California Privacy Notice at link.