376 episodes

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

Money For the Rest of Us J. David Stein

    • Business
    • 4.5 • 2 Ratings

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

    What Investment Strategies Do Best During High Inflation Periods?

    What Investment Strategies Do Best During High Inflation Periods?

    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 uniqueHow current demographic and technology trends are disinflationaryHow many inflationary regimes have there been in the pastHow stocks, residential housing, commodities, collectibles performed during high inflation environments.How trend following and momentum have been the best performing strategy during high inflation environments.Which trend following and momentum approaches have worked best for individual investors.How managed futures strategies work


    Thanks to OurCrowd and Egnyte for sponsoring the episode. Here is more information on Money For the Rest of Us Plus.

    For more information on this episode click here.

    Show Notes

    US Budget Deficit Hits $2.77 Trillion in 2021, 2nd Highest by Associated Press—U.S. News & World Report

    India says nationwide birthrates drop below key ‘replacement rate’ by Gerry Shih—The Washington Post

    The Best Strategies for Inflationary Times by Henry Neville Et al.

    Trend Following: Equity and Bond Crisis Alpha by Carl Hamill, Sandy Rattray, and Otto Van Hemert

    AQR hedge fund suffers $10bn in outflows by Laurence Fletcher—Financial Times

    Is There a Replication Crisis in Finance? Theis Ingerslev Jensen, Bryan T. Kelly, and Lasse Heje Pedersen

    Related Episodes

    266: Using Momentum Investing and Trend Following

    342: Is Another Great Inflation Coming?

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    • 27 min
    Is There a Global Energy Crisis?

    Is There a Global Energy Crisis?

    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 coalWhy rising energy prices is a multifaceted problem as illustrated by coalHow the global energy mix has changed for power productionWhy investment capital is flowing to renewable energy projects rather than fossil fuel projectsWhy a clean energy transition leads to more volatile fossil fuel pricesHow higher oil prices lead to greater adoption of electric vehiclesHow renewable energy combined with battery technology will create lead to energy on-demand solutionsThanks to Egnyte and Policygenius for sponsoring the episode.

    For more information on this episode click here.

    Show Notes

    US coal prices jump to highest level since 2009 by Myles McCormick—Financial Times

    China’s Energy Crisis Complicates Its Plans for Climate Announcements Ahead of COP26 by Sha Hua and Keith Zhai—The Wall Street Journal

    China’s Coal War With Australia Fuels Shortage at Home by Chuin-Wei Yap—The Wall Street Journal

    China’s Coal Shortage Threatens Farmers in India and Truckers in South Korea by Jiyoung Sohn in Seoul and Vibhuti Agarwal—The Wall Street Journal

    The Gregor Letter

    President Jimmy Carter - Report to the Nation on Energy (Video)

    Share of renewables, low-carbon sources and fossil fuels in power generation, World 1990-2019—IEA

    Oil 2021: Analysis and forecast to 2026—IEA

    Coal—IEA

    Statement on recent developments in natural gas and electricity markets—IEA

    Renewable energy firms warn of difficult conditions amid slow winds by Jasper Jolly—The Guardian

    Global EV sales rise 80% in 2021, as automakers including Ford, GM commit to zero emissions: BNEF by Robert Walton—Utility Dive

    Everyday Driver

    In 1900, Ladies’ Home Journal Publishes 28 Predictions for the Year 2000 by Josh Jones—Open Culture

    Here’s what’s in the infrastructure bill that Biden signed today By Emily Cochrane, Christopher Flavelle, and Alan Rappeport—The New York Times

    Battery Storage in the United States: An Update on Market Trends—U.S. Energy Information Administration

    Metals may become the new oil in net-zero emissions scenario by Lukas Boer, Andrea Pescatori, Martin Stuermer, Nico Valckx—Vox EU, CERP

    Related Episodes

    346: Should You Buy an Electric Car or Truck?

    What You Need to Know About Carbon Investing and its Effect on Climate Change

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    • 20 min
    Why Some Asset Bubbles Don't Burst

    Why Some Asset Bubbles Don't Burst

    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 bubbleWhat are microbubbles and anti-bubblesHow the cannabis stock bubble burstWhat is required to sustain an asset bubbleHow the current runup in home prices differs from the housing bubble in the mid-2000sWhat structural changes have led to the high valuations for U.S. stocksWhat is the Great Wealth Transfer and will it impact stock prices


    Thanks to Commonstock and LinkedIn for sponsoring the episode.

    For more information on this episode click here.

    Show Notes

    All-Transactions House Price Index for Oakland-Berkeley-Livermore, CA (MSAD)—Federal Reserve Bank of St. Louis

    S&P/Case-Shiller CA-San Francisco Home Price Index—Federal Reserve Bank of St. Louis

    What Pops Stock Market Bubbles? Only Surprises, Rob Arnott Says by Vildana Hajric and Michael P. Regan—Bloomberg

    Yes. It's a Bubble. So What? by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates

    Bubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates

    What's really going on with San Francisco Walgreens closures? by Eric Ting—SFGATE

    SF ranks high in property crime while it ranks low in arrests by Phil Matier—San Fransisco Chronicle

    Zillow’s Algorithm-Fueled Buying Spree Doomed Its Home-Flipping Experiment by Patrick Clark—Bloomberg

    In Search of the Origins of Financial Fluctuations: The Inelastic Markets Hypothesis – Xavier Gabaix and Ralph S.J. Koijen

    The Great Wealth Transfer—Cerulli Associates

    How Does Intergenerational Wealth Transmission Affect Wealth Concentration? by Laura Feiveson and John Sabelhaus—Board of Governors of the Federal Reserve System

    Related Episodes

    226: How To Spot Asset Bubbles and What To Do About Them

    234: Index But Don’t Herd

    329: Meme Stocks, GameStop, Short Squeezes, and Bubbles




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    • 21 min
    Should You Hedge Your International Stock Exposure From Currency Fluctuations?

    Should You Hedge Your International Stock Exposure From Currency Fluctuations?

    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 returnsWhat factors impact currency exchange ratesWhat are carry trades and how do they influence exchange ratesHow currency forward contracts workHow ETFs and funds hedge currency exposureWhat to consider when deciding whether to hedge foreign currency exposure


    Thanks to Egnyte and Quartr for sponsoring the episode.

    For more information on this episode click here.

    Show Notes

    Rising U.S. yields push yen to lowest in nearly 3 years by Saikat Chatterjee—Reuters

    Cutting Volatility in Foreign Stocks While Remaining 100% Invested: Hedge the Currency? by Jeff Weniger and Jeremy Schwartz—WisdomTree

    Carry Trade Comes Surging Back With Biggest Gains Since 2016 by Robert Fullem and Brody Ford—Bloomberg

    Related Episodes

    209: Why Bother Investing Internationally?

    283: Why You Should Care About Carry Trades




    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    • 22 min
    Why Most Cities Thrive and What We Can Learn From Them

    Why Most Cities Thrive and What We Can Learn From Them

    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 shockWhy the city of Port au Prince in Haiti is strugglingWhy do cities fail less frequently than companiesHow we can replicate the rhythms and cycles of citiesHow most cities can evolve in response to the pandemic and we can too


    Thanks to Felix Gray and Alto CryptoIRA for sponsoring the episode.

    For more information on this episode click here.

    Show Notes

    Local Area Unemployment Statistics - New York City— U.S. Bureau of Labor Statistics

    Scale: The Universal Laws of Growth, Innovation, Sustainability, and the Pace of Life in Organisms, Cities, Economies, and Companies by Geoffrey B. West

    The Office Sector in New York City by Brian McElwain, Anita Yadavalli, and Amar Mehta—Office of the New York Comptroller

    Desperate Haitians suffocate under growing power of gangs by Dánica Coto and Alberto Arce—The Associated Press

    California’s approach to gendered toys says a lot about the state’s political direction—The Economist

    HB 389: Poor policy, poorly written, bad for rural Idaho by Geoffrey Wardle—Idaho Business Review

    Human History Gets a Rewriteby By William Deresiewicz—The Atlantic

    The Dawn of Everything: A New History of Humanity by David Graeber and David Wengrow

    Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman

    Related Episodes

    171: The Extraordinary Impact of Cities

    See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    • 20 min
    Should You Invest in a Bitcoin ETF?

    Should You Invest in a Bitcoin ETF?

    Why the new U.S.-based Bitcoin ETFs are a bad idea and will underperform Bitcoin.

    Topics covered include:What fund and ETF options are available for investing in BitcoinWhy the U.S. has only authorized Bitcoin ETFs that invest in Bitcoin futures even though there are closed-end funds that hold Bitcoin directlyWhat is there a regulatory battle surrounding cryptocurrencies?How closed-end funds differ from ETFsHow Bitcoin futures workWhy Bitcoin ETFs that invest in Bitcoin futures will lag the performance of owning Bitcoin directlyWhy investors should avoid the new U.S. Bitcoin ETFs


    Thanks to Policygenius and Justworks for sponsoring the episode.

    For more information on this episode click here.

    Show Notes

    SEC Set to Allow Bitcoin Futures ETFs as Deadline Looms by Katherine Greifeld, Vildana Hajric, and Benjamin Bain—Bloomberg

    U.S. SEC Chair Gensler calls on Congress to help rein in crypto 'Wild West' Katanga Johnson—Reuters

    Bitcoin Strategy ETF—ProShares

    Purpose Bitcoin ETF—Purpose Investments

    Grayscale® Bitcoin Trust

    Osprey Bitcoin Trust

    Jacobi receives approval for "world’s first tier one" bitcoin ETF—Funds Europe

    Remarks Before the Aspen Security Forum by Chair Gary Gensler—U.S. Securities and Exchange Commission

    Coinbase abandons lending product after SEC pushback by Hannah Murphy and Stefania Palma—Financial Times

    Coinbase calls for creation of dedicated crypto regulator by Hannah Murphy and Stefania Palma—Financial Times

    First bitcoin futures ETF to make its debut Tuesday on the NYSE, ProShares says by Tanaya Macheel—CNBC

    Rustication by Dennis J. Pogue—Mount Vernon Ladies' Association

    Is Thomas Jefferson’s Monticello Constructed of Rammed Earth?—Earth Architecture

    What is Roll Yield and How It Impacts Bitcoin, Commodity, and VIX ETF Returns—Money For the Rest of Us

    Related Episodes

    355: Which Money Is Crazier: The U.S. Dollar or Bitcoin?

    319: Here Come Central Bank Digital Currencies

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    • 27 min

Customer Reviews

4.5 out of 5
2 Ratings

2 Ratings

Tomermic ,

Some good insights sprinkled with anecdotes

All in all this podcast is fun to listen to. It is obvious J is passionate and knowledgable, but totally unpretentious.
However, he sometimes strays away from the main theme of the podcast and talks about unrelated issues, which in my opinion should be minimized. He sometimes mentions complex ideas and concepts, but many times doesn't bother explaining them. This makes following the main ideas of the podcast sometimes challenging.

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