Money For the Rest of Us

J. David Stein
Money For the Rest of Us

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

  1. MAR 12

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

    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 increasingHow the U.S. dollar as the reserve currency is becoming a burden on the U.S.How the Trump administration aims to reduce its trade deficit and make it less attractive for foreign governments to own U.S. assetsWhat are the risks of trying to weaken the U.S. dollar Episode Sponsors Delete Me – Use code David20 to get 20% off Stawberry.me Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes Stock Market News, March 10, 2025: Nasdaq Falls 4% After Trump Doesn't Rule Out Recession by Caitlin McCabe and Krystal Hur—The Wall Street Journal Trump Says US Economy Faces ‘Transition,’ Avoids Recession Call by María Paula Mijares Torres—Bloomberg Is the U.S. Heading for a Recession? Here’s What the Experts Say by Caitlin McCabe—The Wall Street Journal Mark Carney Wins Canada Liberal Contest, Will Succeed Trudeau in Days by Brian Platt and Laura Dhillon Kane—Bloomberg Entering the Fall 2024 | Alarming Signs? - Fireside Chat with Scott Bessent by Simplify Asset Management—YouTube A User’s Guide to Restructuring the Global Trading System by Stephen Miran—Hudson Bay Capital Could Trump devalue the dollar with a "Mar-a-Lago Accord"? by Paul Diggle and Luke Bartholomew—Aberdeen Investments Wonking Out: The Mysteries of the Almighty Dollar by Paul Krugman—The New York Times On the Persistence of the China Shock by David Autor, David Dorn, and Gordon H. Hanson—NBER Manufacturing, value added (% of GDP)—World Bank Data Group | Prosperity Data360 Council of Economic Advisors Chair Nominee Stephen Miran’s Critique of the Global Monetary System—Part I by Steven B. Kamin—AEI Using Stock Returns to Assess the Aggregate Effect of the U.S.‑China Trade War by Mary Amiti, Matthieu Gomez, Sang Hoon Kong, and David E. Weinstein—Federal Reserve Bank of New York Two cheers for Germany’s fiscal reform by Neil Shearing—Capital Economics Related Episodes 404: Why Is the U.S. Dollar So Strong? Will It Continue? 322: Why Currency Exchange Rates Matter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    29 min
  2. MAR 5

    Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

    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 institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague. Topics covered in the episode include:The false narrative that Japan is a difficult place to invest with subpar returnsWhy Japan's national debt problem is not as worrisome as the U.S. national debtWhy the Japanese yen is tremendously undervaluedHow Japan's corporate governance has improvedOpportunities in Japanese technology industries Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes FEG Episode page Indus Capital Berkshire Hathaway 2024 Annual Letter Related Episodes 468: Lessons from Japan’s 34 Years of Stock Market Underperformance 235: What If Home Prices Always Declined 178: Japan and the Impact of A Shrinking Population See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    48 min
  3. FEB 26

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

    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 CoveredWhat is the U.S. Strategic Petroleum ReserveWhy it makes little sense for the U.S. and individual states to create and participate in a Strategic Bitcoin ReserveWhat led to the latest and largest cryptocurrency exchange hack in historyHow financial and other data breaches impacted over 1 billion people last year, costing over $15 billionHow quantum computers could disrupt the security of cryptocurrency and traditional financial systemsWhy most speculators lose money on meme coinsWhat are some current ways cryptocurrency is helping individuals and businesses achieve greater financial stability and lower costs Episode Sponsors Delete Me – Use code David20 to get 20% off Stawberry.me Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes All Information (Except Text) for S.4912 - BITCOIN Act of 2024—Congress.gov House Bill No. 4087—Michigan Legislature 2025 South Dakota Legislature House Bill 1202—South Dakota Legislature State of Arizona Senate SB 1025—Arizona State Legislature Quantum computers and the Bitcoin blockchain by Itan Barmes, Bram Bosch and Olaf Haalstra—Deloitte Bybit Hack, Crypto’s Biggest Ever, Spoils Coinbase’s SEC Victory Party by Olga Kharif, Muyao Shen, and Emily Nicolle—Bloomberg Cost of a Data Breach Report 2024—IBM ITRC Annual Data Breach Report—Identity Theft Resource Center Post by @realDonaldTrump—Truth Social Trump Meme Early Investors in Donald Trump’s Memecoin May Have Been Tipped Off, Experts Claim by Joel Khalili—Wired Exclusive: Trump's meme coin made nearly $100 million in trading fees, as small traders lost money by Tom Wilson and Michelle Conlin—Reuters Memecoin scandal rocks Argentina’s Javier Milei by Ciara Nugen—The Financial Times Tether Brings Its $140B USDT Stablecoin to Bitcoin and Lightning Networks by Krisztian Sandor—CoinDesk Related Episodes 488: Should You Invest in an Ethereum ETF? 462: Now Should You Buy a Bitcoin ETF? 410: Is Cryptocurrency Dead? 373: Are Stablecoins Safe? Should You Own Them? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    23 min
  4. FEB 12

    What Are Sovereign Wealth Funds and Does the U.S. Need One?

    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 caseHow sovereign wealth funds navigate between politics and generating high returnsWhy a U.S. sovereign wealth fund, depending on its size, could crowd out other investment capital, leading to lower investment returnsHow the U.S. federal government already invests in its economy without a sovereign wealth fund Episode Sponsors Delete Me – Use code David20 to get 20% off LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes Fact Sheet: President Donald J. Trump Orders Plan for a United States Sovereign Wealth Fund—The White House A Plan For Establishing A United States Sovereign Wealth Fund—The White House International Forum of Sovereign Wealth Funds Sovereign Wealth Funds: Past, Present and Future by Salman Bahooab, Ilan Alonb, and Andrea Paltrinieria—ScienceDirect Guardians releases 2024 Annual Report—NZ Super Fund UK Wealth Fund Brings Government And Private Investment Together by Efraim Chalamish—Global Finance 2024 Invesco Global Sovereign Asset Management Study—Invesco Top 100 Largest Sovereign Wealth Fund Rankings by Total Assets—Sovereign Wealth Fund Institute The Importance and Perspectives of Sovereign Wealth Funds in the Globalised Economy by Jan Černohorský and Kateřina Tesnerová—SHS Conferences See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    20 min

    Hosts & Guests

    4.5
    out of 5
    1,316 Ratings

    About

    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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