300 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

    • Investing

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

    Are We Being Forced to Buy Stocks

    Are We Being Forced to Buy Stocks

    How ultra-low interest rates support higher stock market valuations but also make the investment environment more challenging. Is there a stock market bubble?

    Topics covered include:How expensive are stocks on an absolute basis and relative to bondsWhat are examples of individual investor enthusiasm for stocksWhy stock valuations and prices increase when interest rates fallWhy lower interest rates make it more difficult for central banks to support stocks during a downturnWhy TIPs might be a better choice for a long-term bond allocationWhy deglobalization is a reason to increase the geographic diversification of stock portfoliosHow investors can make invest decisions without having an informational edge


    Thanks to Masterworks and Policygenius for sponsoring the episode.

    • 24 min
    How to Not Have a Lost Decade

    How to Not Have a Lost Decade

    What are four principles individuals can follow to achieve their financial and career goals this decade despite the rough start in 2020.Why we have to be willing to share our journey with others so that they are vested in our storyWhy it's important to focus on areas where we have momentumHow to prudently use leverage in order to build an assetThe importance of urgency, hope, and putting on an event so that we can achieve our business goalsHow asset allocation and portfolio holdings differ depending on the time horizon for the pool of moneyWhy we need more control of investing outcomes when the time horizon is short


    Thanks to NetSuite and Trends for sponsoring the episode.

    • 22 min
    No One Is Entirely A Buy and Hold Investor

    No One Is Entirely A Buy and Hold Investor

    What are the numerous decisions individuals have to make in managing their investments portfolios.

    Topics covered include:Why individual investors in order to build and preserve wealth should invest like family offices and university endowmentsWhy even buy and hold investors make portfolio changesWhat are examples of the numerous decisions individuals have to make in overseeing their investment portfoliosHow badly has value investing underperformed growth investingHow are mindset should change when it comes to investing


    Thanks to Policygenius and Chili for sponsoring the episode.

    • 28 min
    What the Federal Reserve's New Policies Mean For Your Finances

    What the Federal Reserve's New Policies Mean For Your Finances

    The Federal Reserve just updated its policy tools. What impact could that have on inflation, interest rates and your investments.

    Topics covered include:Why is the Federal Reserve more transparent in its communication than it used to be.What are the Federal Reserve's Congressionally mandated goals.What are four economic developments that has caused lower inflation and motivated the Fed to adjust its strategy for achieving its goals.Why inflation could be higher than the Fed's 2% targetWhat might the Federal Reserve do now that it has adjusted its strategyWhat will it take for inflation to increase?What can individuals do financially in a low return, low yield environment


    Thanks to LinkedIn and Candid for sponsoring the episode

    • 27 min
    Did ETFs Pass the 2020 Market Collapse Stress Test?

    Did ETFs Pass the 2020 Market Collapse Stress Test?

    How did ETFs function during the 2020 market sell-off and did the indexing bubble burst? What ETF structures failed the stress test and which passed.Why were some investors, like Michael Burry, concerned about an indexing bubbleWhat are ETF risks such as flash crashesHow did equity ETFs function during the spring 2020 sell-off and how they can act as shock absorbersWhat were some of the challenges that bond ETFs faced in March 2020How the rise in bond ETFs is leading to changes in how bonds are tradedWhy leveraged ETFs and oil-linked ETFs failed the stress testWhat caused the dysfunction in the U.S. Treasury market in March 2020What are the advantages of ETFs and why they are still a good product for long-term investors


    Thanks to The Great Courses Plus and Chili for sponsoring the episode.

    For show notes and more information on this episode click here.

    • 22 min
    Why the Stock Market and Economy Are Rebounding So Quickly

    Why the Stock Market and Economy Are Rebounding So Quickly

    How the current global recession differs from the Great Financial Crisis and why the recession is probably over.

    Topics covered include:Why the current recession has no debt and banking crisisWhy lower-income workers are disproportionally harmed by the current recessionHow the federal government and central bank responses differed between the current recession and the 2008-09 recession.Do increased unemployment benefits disincentivize workersWhy the recession is probably over, but it could take months or years to recover the lost outputWhat factors will determine the impact a Covid-19 vaccine will have on the economy


    Thanks to Chili and Trends for sponsoring the episode.

    For show notes and more information on this episode click here.

    • 22 min

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