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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
 
This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles. Topics covered include: What are different types of cycles Why do cycles have subjective start and end dates. Why do coincidences happen so often. How to position investment portfolios based on cycles. How luck and skill pla…
 
Why it is challenging to distinguish a legitimate multi-level marketing company from a pyramid scheme as hedge fund billionaire Bill Ackman found out in his losing campaign against Herbalife. How Forsage has taken pyramid and Ponzi schemes to a whole new level, and why the regulators can't shut it down. Topics covered include: What are multi-level …
 
How slowing population growth and an eventual population peak will lead to competition for foreign workers, potentially higher inflation, and ultimately the need to transition to a steady-state economy rather than one based on constantly producing more. Topics covered include: How longevity and birthrates impact population growth What areas of the …
 
Five ways we can better take and manage risk. Topics covered include: How likely is it that China will invade Taiwan and the stock market will fall 80% Why experts tend to be humble and don't make specific predictions What is the difference between risk and uncertainty, and between loss capacity and loss aversion What factors impact our degree of l…
 
How protected are you if the brokerage firm where you hold your stocks, bonds, and crypto assets files for bankruptcy? Why you shouldn't store your crypto assets with an online broker. Topics covered include: How traditional brokerage firms protect their client assets in case of bankruptucy How cryptocurrency brokers, such as Voyager, mistreat thei…
 
David and his son Camden conclude their conversation about money. Topics covered include: A review of money principles discussed in Part 1 How money is created How money is energy Why bank runs occur How cryptocurrency fails as money How money is debt backed by debt For more information on this episode click here. Sponsors Policygenius Money For th…
 
David and his son Camden hold a conversation about money, its attributes, how it's created, and how money differs from investments. Topics covered include: How our earliest money memories impact our views on money The difference between public and private money What are the two primary attributes of money Why money should be accepted with no questi…
 
Three things investors can do to survive this bear market and thrive in its aftermath. Topics discussed include: What are bear markets, how often do they occur, and how long do they last How the current bear market differs from previous ones How severe have losses been for various asset classes How have asset class long-term expected returns change…
 
This week on the show, David shares some investing lessons from fly fishing and introduces our new course on How To Invest in Closed-End Funds. Between now and the end of June get 25% off the course. You can learn more here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-inf…
 
How big index fund and ETF providers have increased their sway over publicly-traded companies while potentially discouraging competition. What can be done about it? Topics covered include: How market share for assets under management has become increasingly concentrated with big fund complexes like Vanguard and BlackRock What is a fiduciary relatio…
 
We explore whether long-term and short-term single-family home rentals are contributing to higher rents, higher home prices, and a housing shortage. What are the options for investing in this space and should we? Topics covered include: What is financialization What are examples of how financialization and government policy has impacted housing How…
 
How financial markets and the economy performed last time the Federal Reserve took away the punch bowl by raising its policy rate and pursuing quantitative tightening. Things worked out fine that time. Will it be different this time? Topics covered include: Where did the phrase take away the punch bowl come from How central bank actions can slow th…
 
How should you approach money given most of it either collapses or loses its purchasing power due to inflation. Get our free six-day email course on how to beat inflation. Topics covered include: How supposedly safe savings apps collapsed, wiping out users' savings Why algorithmic stablecoins keep failing and why they are not black swans What it ta…
 
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…
 
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