Melhores podcasts sobre Money For The Rest Of Us (2025)

1
Is the Rest of the World Selling America? 19:55

3d ago19:55

19:55

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 20…

1
Where Are We Heading? 26:09

10d ago26:09

26:09

In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior. Topics covered…

1
Is This the End of Globalization and Free Trade? 21:34

17d ago21:34

21:34

What will the impact be now that the U.S. has one of the highest tariff rates in the world? Topics covered include: Why the Trump administration raised tariffs How the last round of U.S. tariffs led to higher prices and lower economic growth Four ways the world remains close to record connectivity Who have been the winners and losers from global tr…

1
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge 38:31

24d ago38:31

38:31

Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold. Topics covered include: Where does gold’s reputation as a safe haven come from, and why it trades differently than other commodities. How gold diff…

1
Should You Investment 100% of Your Retirement in Closed-End Funds? 24:23

1M ago24:23

24:23

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains. We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs. Episode Sponsors Stawberry.me NetSuite Insiders Guide Email Newslett…

1
What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries 22:39

1M ago22:39

22:39

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 increase their competitiveness How savings always equals investment Why excess savings flows to the U.S. leading to a drop in U.S. domestic savings Why the U.S. current trade situation could lead to a de…

1
Tariffs and the Mar-a-Lago Accord: What Trump Really Wants 28:49

1M ago28:49

28:49

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. manufacturers. Topics covered include: Why U.S. stocks are falling, and recession risk is increasing How the U.S. dollar as the reserve currency is becoming a burden on the U.S. How the Trump administration a…

1
Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge 48:15

2M ago48:15

48:15

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 could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institu…

1
Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves 23:18

2M ago23:18

23:18

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 meme coin. Given all that, we review some areas where cryptocurrency is helping individuals and businesses. Topics Covered What is the U.S. Strategic Petroleum Reserve Why it makes little sense for the…

1
Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income 25:44

2M ago25:44

25:44

How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder. Topics covered include: How immediate annuities and deferred income annuities work What are mortality credits, and why they are a key diversifier Examples of how mortality credits lead to a 1% to 1.5% higher annualized return over s…

1
What Are Sovereign Wealth Funds and Does the U.S. Need One? 19:32

2M ago19:32

19:32

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 w…

1
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge 50:41

3M ago50:41

50:41

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 value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institutional advisory firm, whe…

1
How to Invest in Private Credit / Direct Lending 26:20

3M ago26:20

26:20

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 leverage loans and CLOs. Topics covered include: Why more companies are staying private How private credit differs from the leverage loan market Why private credit is growing so rapidly What are the benefits …

1
Who Should Bear the Cost? Socialized versus Market-Based Risk Management 23:02

3M ago23:02

23:02

Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market-based insurance. Topics covered include: The surprisingly large percentage of natural disaster losses that are uninsured Why natural disaster severity is increasing A deep dive into the complexity of …

1
Where You Live Matters - How Geography Contributes to Wealth 26:07

3M ago26:07

26:07

How geography contributes to economic growth and can increase or lower the cost of living. Topics covered include: Why living in a developing country like Costa Rica is still relatively expensive How Amazon and e-commerce platforms lower the cost of living Why we should consider slowing down our rate of consumption How geography is impacting the ro…

1
Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets 39:15

4M ago39:15

39:15

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. Finally, Joshua makes a strong case for not retiring, and if one does, under what circumstances. Episode Sponsors Delete Me – Use code David20 to get 20% off Acorns Insiders Guide Email Newsletter Get our f…

1
Optimization, AI and Opting Out with Coco Krumme 34:23

4M ago34:23

34:23

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, industry, and our daily lives. We explore AI and its overlap with optimization. We also consider the pros and cons of life optimization and finally discuss the extreme challenge of opting out. Episode Spon…

1
Indexing Bubble and Asset Class Returns Still Revert to the Mean 30:30

5M ago30:30

30:30

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 indexing led to higher stock valuations, and what does that mean for markets? Sponsors NetSuite - Download the CFO’s Guide to AI and Machine Learning LegalZoom - Use code David10 to 10% off Insiders Guide Em…

1
U.S. Stocks Have Never Been This Overhyped or Expensive 23:56

5M ago23:56

23:56

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? Despite these advantages, why might we still want to continue to be globally diversified? Sponsors Delete Me – Use code David20 to get 20% off LegalZoom - Use code David10 to 10% off Insiders Guide Emai…

1
Should You Invest in Nuclear Energy? 20:40

5M ago20:40

20:40

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 did Microsoft sign an agreement to reopen a nuclear reactor at the infamous Three Mile Island nuclear facility How much does nuclear energy contribute to global power generation Why is demand for elec…

1
Strategies and Systems Want Your Money 29:21

5M ago29:21

29:21

We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions. Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Delete Me – Use code David20 to get 20% off Insiders …

1
Episode 500: The S&P 500 Index and the Decade Ahead 27:23

6M ago27:23

27:23

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 well? Will U.S. stocks only return 3% in the next decade, as Goldman Sachs predicts. We also discuss major themes covered on Money for the Rest of Us over 500 episodes and what are our plans for the futur…

1
What Makes an Economy Prosperous? Spotlight on Cuba and Argentina 22:43

6M ago22:43

22:43

We explore eight things that contribute to a healthy, growing economy and where Cuba and Argentina have fallen short. Topics covered include: Why Cuba continues to have rolling energy blackouts Why economic sanctions frequently don't work How Argentina's President Millei is taking a "chainsaw" to the nation's economy Why emerging markets will need …

1
Ten Things I've Learned About Investing in the Past Decade 30:24

6M ago30:24

30:24

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 Journey Keep Experimenting Be Willing to Adopt New Asset Classes Be Very Patient Trade Less, Focus On Long-term Drivers Monetary Diversification Don't Focus on Relative Performance Ignore the Noise Take Your …

1
How to Fix the Retirement Savings Crisis 25:20

6M ago25:20

25:20

Why 401k and other defined contribution schemes are flawed, leading to a generation of workers unprepared for retirement. What are the solutions to fix the mess. Topics Why 401k and other defined contributions haven't worked, despite their popularity Why defined benefit pension plans declined Why 401k plans are treated like emergency funds How to c…

Podcasts que valem a pena ouvir

Podcasts sobre Money For The Rest Of Us

Podcasts que valem a pena ouvir

1
Money For the Rest of Us

J. David Stein

1
Is the Rest of the World Selling America? 19:55

1
Where Are We Heading? 26:09

1
Is This the End of Globalization and Free Trade? 21:34

1
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge 38:31

1
Should You Investment 100% of Your Retirement in Closed-End Funds? 24:23

1
What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries 22:39

1
Tariffs and the Mar-a-Lago Accord: What Trump Really Wants 28:49

1
Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge 48:15

1
Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves 23:18

1
Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income 25:44

1
What Are Sovereign Wealth Funds and Does the U.S. Need One? 19:32

1
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge 50:41

1
How to Invest in Private Credit / Direct Lending 26:20

1
Who Should Bear the Cost? Socialized versus Market-Based Risk Management 23:02

1
Where You Live Matters - How Geography Contributes to Wealth 26:07

1
Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets 39:15

1
Optimization, AI and Opting Out with Coco Krumme 34:23

1
Indexing Bubble and Asset Class Returns Still Revert to the Mean 30:30

1
U.S. Stocks Have Never Been This Overhyped or Expensive 23:56

1
Should You Invest in Nuclear Energy? 20:40

1
Strategies and Systems Want Your Money 29:21

1
Episode 500: The S&P 500 Index and the Decade Ahead 27:23

1
What Makes an Economy Prosperous? Spotlight on Cuba and Argentina 22:43

1
Ten Things I've Learned About Investing in the Past Decade 30:24

1
How to Fix the Retirement Savings Crisis 25:20

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