Money For the Rest of Us

J. David Stein
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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

  1. HACE 3 DÍAS

    Resilient Wealth in an Era of Infinite Money

    What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money. Topics covered include: How is the money supply measured, and why is it a subjective exerciseWhat is an example of a negative money shockWhy an optimal monetary policy would lead to deflation, and why that is a good thingWhat causes inflationHow quantitative easing contributed to wealth inequalityWhat is demurrage currencyThe unorthodox way Richard Nixon sought to combat high inflation and a strong dollarHow to increase our wealth in an era of infinite money Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Delete Me – Use code David20 to get 20% off Show Notes Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve M2 (M2SL)—FRED Good Versus Bad Deflation: Lesson from the Gold Standard Era by Michael D. Bordo, John Landon Lane, and Angela Redish—NBER Speech by Richard Nixon (15 August 1971)—CVCE US - Total Market Cap Divided by M2 Money Supply—MacroMicro Did Quantitative Easing Increase Income Inequality? by Juan Antonio Montecino and Gerald Epstein—CEPWeb Does Quantitative Easing Affect Inequality: Evidence from the US - Nektarios Michail Demurrage currency—Wikipedia Debt: The First 5,000 Years by David Graeber Related Episodes 482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity 431: The Long-term Bullish Case for Gold 336: Own What Is Real See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    26 min

  2. 10 SEP

    Forests, Fakes, and the Fight for the Real

    From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and everyday life teach us about staying connected to the real. Topics covered include: How timber investing works and why it is reflective of how industries evolveWhat percent of economic output is physical versus digital, and how has that changed over the past fifty yearsHow households spend their leisure timeWhy live events stand out in an AI-infested worldDoes it matter if ad images, videos, and podcasts are fake?Why we need to stay connected to the real Sponsors Claude.ai - Sign up for Claude today and get 50% off Claude Pro Delete Me – Use code David20 to get 20% off Show Notes Lumber Prices Are Flashing a Warning Sign for the U.S. Economy by Ryan Dezember—The Wall Street Journal Lumber Price—Trading Economics J.Crew used A.I. to counterfeit their own vibes—Blackbird Spylane American Time Use Survey Summary—U.S. Bureau of Labor Statistics Related Episodes 535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite  531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble? 60: Are You Hoarding Or Investing? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    23 min

  3. 27 AGO

    Why Central Banking Is So Hard and Why Fed Independence Matters

    Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: What Federal Reserve Chair Powell said at the Fed's annual Jackson Hole SymposiumWhat is the Federal Reserve's mission statementWhy is it normal for U.S. presidents to disagree with the Federal Reserve's policy stance?Why attacking the Fed's independence is harmful and could lead to higher interest rates and a weakening dollarWhat causes inflation, and why is it difficult to know the correct level of interest rates Sponsor 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 2025 Statement on Longer-Run Goals and Monetary Policy Strategy—The Federal Reserve Board Trump says U.S. interest rate is at least 3 points too high—Reuters Trump warns of economic slowdown unless Fed cuts rates, triggering selloff by Howard Schneider and Ismail Shakil—Reuters What is the neutral rate of interest? by Sam Boocker, Michael Ng, and David Wessel—Brookings Trump Moves to Fire Fed’s Cook, Setting Up Historic Fight by Jonnelle Marte and Myles Miller—Bloomberg Different Types of Central Bank Insolvency and the Central Role of Seignorage by R. Reis—Semantic Scholar Powell's Econ 101: Jobs not inflation. And forget about the money supply by Howard Schneider—Reuters Related Episodes 453: The Price of Money – 700 Years of Falling, Can Interest Rates Keep Rising? 312: What the Federal Reserve’s New Policies Mean For Your Finances 295: Federal Reserve Insolvency and Monetizing the National Debt 246: What Central Banks Don’t Know Should Concern You See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    25 min

  4. 20 AGO

    How To Invest During a Bubble

    From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype. Topics covered: How U.S. stock markets are the most concentrated and most expensive of all timeWhat constitutes a bubble and what sustains itHow to invest during a bubbleChanges David recently made in his portfolio in response to the AI bubble Sponsor 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 I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube % S&P 500 share of top 10 companies by market cap %—Apollo Academy Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual Capitalist AI’s Moment and Insights from Themes Past by Anil Rao—MSCI How Pimco Outmaneuvered Apollo and KKR to Win $29 Billion Meta Deal by Carmen Arroyo and Laura Benitez—Bloomberg How to invest in a stock market bubble by Stuart Kirk—The Financial Times Bubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research Affiliates Related Episodes 535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite  503: U.S. Stocks Have Never Been This Overhyped or Expensive 500: The S&P 500 Index and the Decade Ahead 365: Why Some Asset Bubbles Don’t Burst See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    21 min

  5. 13 AGO

    Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

    A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future.  Episode Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Delete Me – Use code David20 to get 20% off 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 Inside the relentless race for AI capacity—The Financial Times Inside the AI race: can data centres ever truly be green?—The Financial Times The Kanye/Data Center Crossover by Paul Kedrosky—Paul Kedrosky Related Episodes 531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble? 520: Where Are We Heading? 501: Strategy and Systems Want Your Money 496: Are You Taking Enough Aspirational Risk? 492: The Power of Optionality: Small Bets, Big Payoffs 482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    25 min

  6. 6 AGO

    Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

    Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor. Episode Sponsor Delete Me – Use code David20 to get 20% off 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 Insight Bridge episode page See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    39 min

  7. 30 JUL

    How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards

    David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attention capital, distinguishing risk from uncertainty, and the importance of taking microactions. 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 Carl Richard's website, Behavior Gap Your Money: Reimagining Wealth in 97 Simple Sketches by Carl Richards Related Episodes 496: Are You Taking Enough Aspirational Risk? 394: How to Get Better at Risk Taking 135: Embrace the Messiness See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    38 min

  8. 23 JUL

    Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?

    A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter. 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 Trump Executive Order to Help Open Up 401(k)s to Private Markets by Miriam Gottfried, Dylan Tokar, and Matt Wirz—The Wall Street Journal Donald Trump set to open US retirement market to crypto investments by Antoine Gara, Jamie John, and Stephanie Stacey—The Financial Times U.S. Labor Department Allows Private Equity in 401(k) Plans by Chris Cumming—The Wall Street Journal U.S. Department of Labor Supplement Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives—U.S. Department of Labor State Street New TDF Includes Private Assets by PSCA Net Staff—PSCA The Power of Private Markets by Robert Crothers et al.—BlackRock UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT OPINION No. 22-16268 The Relentless Ask: Private Markets Are Eating the World by Michael Batnick—The Irrelevant Investor Don’t Buy Into This Easy Fix for Stock-Market Craziness by Jason Zweig—The Wall Street Journal The Private Equity Boom Is Leaving Midsize Players Behind by Preeti Singh and Laura Benitez—Bloomberg 401(k) Retirement Plans: Many Participants Do Not Understand Fee Information, but DOL Could Take Additional Steps to Help Them—U.S. Government Accountability Office DEFINED CONTRIBUTION PLANS AND THE CHALLENGE OF FINANCIAL ILLITERACY by Jill E. Fisch, Annamaria Lusardi, and Andrea Hasler—Cornell On Endowments and Unintended Consequences by Paul Kedrosky—Paul Kedrosky Related Episodes 509: How to Invest in Private Credit / Direct Lending? 497: How to Fix the Retirement Savings Crisis 490: Should You Invest in Private Equity? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    20 min
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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

Información

  • Creador
    J. David Stein
  • Años de actividad
    2014 - 2025
  • Episodios
    555
  • Clasificación
    Apto
  • Copyright
    © All rights reserved
  • Mostrar sitio web
    Money For the Rest of Us

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