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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
 
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show series
 
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 willing to pay a premium for convenience, scarcity, status and to avoid waste What is the difference between net asset value and book value Why business development companies can sell at a premium Why farm…
 
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 safe bet? Topics covered include: What happened to Netflix What contributed to the astounding performance of large tech stocks since 2013 How the largest contributors to overall stock market performance …
 
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks. Topics include: What is a bull and bear market How long have earlier commodity bull and bear markets lasted and what were the returns What led to the current commodity bear m…
 
How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned. Topics covered include: Five attributes of successful investors Why does the consensus expect stagflation How central banks have performed in previous tighteni…
 
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, have been lousy inflation hedges, and what has worked better. Topics covered include: Previous investment recommendations by Money For the Rest of Us to combat inflation Why commodity futures hedge a…
 
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 over institutional investors. How to invest in business development companies, a small segment of the markets that has returned 9% annualized with dividend yields of 8%. Topics covered include: How secu…
 
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 better financial outcomes and greater happiness. Topics covered include: How financial narratives give us the confidence to take action in the face of uncertainty and potential loss How the greater the…
 
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 he chose to release it again in its newly edited form. Topics covered include: The availability heuristic and confirmation bias How to deal with extreme events when most days are just like the day bef…
 
How societies have functioned without leaders, including leaderless megacities that survived over 800 years. Topics covered include: Is geopolitics more like chess or poker Why analysts think Putin will soon agree to a settlement with Ukraine Do most development occur from the top-down or bottom-up What are some examples of leaderless societies and…
 
Will the world experience both inflation and subpar economic growth at the same time? Topics covered include: What is inflation and what causes it What have been the largest contributors to recent high inflation Why does not everyone experience inflation in the same way Why inflation measures are subjective What are long-term deflationary forces fa…
 
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 them What we can learn from Ukraine and Russian citizens on dealing with uncertainty What will be the financial impact of the sanctions against Russia and the ruble collapse Why and how we should all pr…
 
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 following catastrophic events What are some potential financial impacts of Russia's invasion into Ukraine How complex systems operate at different scales and timeframes What are examples of different…
 
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 thing Why partners should discuss their finances Why debt can be suffocating Why leverage can be dangerous One of the most satisfying ways to give away wealth Thanks to OurCrowd and Policygenius for sponsor…
 
How lifecycle investing and risk parity portfolios can assist you in having sufficient assets to retire. What are the two types of time diversification and why is one flawed? Topics covered include: What is settled work and what are some examples How does lifecycle investing work and should you consider it Why investing in stocks and other volatile…
 
How stablecoins are similar and different from other monetary assets. What are stablecoin risks. Why central bank digital currencies are one of the biggest threats to stablecoins. Topics covered include: Why the Federal Reserve and other central banks are exploring issuing their own digital currencies What is the difference between public and priva…
 
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-off into historical perspective. Topics covered include: What are lousy reasons to sell an investment What is a sell discipline What are four good reasons to sell an investment Why and why not to inve…
 
What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement investing approach. Topics covered include: Why it takes time to find a retirement pattern that fits How retirement investing is a balance between safety-first and probability-based as well as maintaining op…
 
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: How big are small and mid-cap stocks How have small and mid-cap stocks performed relative to large-cap stocks How have active small and mid-cap managers performed relative to indexing options Are bigg…
 
We answer listener questions in our final episode of 2021. Topics covered include: Estimating financial market returns in the next thirty years Investing in art Whether stocks will no longer exist How to start investing Fidelity's new Bitcoin ETF How mutual funds are priced How to teach family members about investing Volatility versus drawdowns How…
 
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 projects. Topics covered include: What are Web 1.0, Web 2.0, and Web 3.0 and how do they differ What are decentralized autonomous organizations (DAOs) How DAOs operate and what are some examples How to…
 
How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies. Topics covered include: What has led to today's high inflation environment and why it is unique How curre…
 
With oil, natural gas, coal, and gasoline at the highest prices in eight years, we consider if there is an energy crisis due to an over-reliance on renewable energy sources. Topics covered include: How high have prices risen for oil, gasoline, natural gas, and coal Why rising energy prices is a multifaceted problem as illustrated by coal How the gl…
 
What conditions need to be in place for an asset bubble to continue and how that applies to stocks, cryptocurrency, and houses. Topics covered include: How to determine if there is an asset bubble What are microbubbles and anti-bubbles How the cannabis stock bubble burst What is required to sustain an asset bubble How the current runup in home pric…
 
How to decide whether it is worth it to hedge currency exposure when investing outside of your home country. Topics covered include: How currency exchange rates impact investment returns What factors impact currency exchange rates What are carry trades and how do they influence exchange rates How currency forward contracts work How ETFs and funds h…
 
How New York City and other metropolises will overcome the pandemic economic shock. Why do some cities thrive while others devolve into chaos? How we can develop the resiliency of thriving cities. Topics covered include: How New York and other cities have dealt with the pandemic economic shock Why the city of Port au Prince in Haiti is struggling W…
 
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