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
    • 4.5 • 1.1K 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

    How to Buy in a Hot Housing Market

    How to Buy in a Hot Housing Market

    U.S. home prices are on fire and sales are skyrocketing. Here are 8 rules of thumb for buying a house in a hot housing market when there are multiple bidders over the asking price.

    Topics covered include:What are the latest metrics on U.S. home sales, prices, and valuationsWhy are homes sales increasing and prices soaring and how likely are they to fallWhy David is buying a different house (again) in a hot housing marketWhat are rules of thumb that can help us find the right house without paying too much


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

    • 26 min
    Vacation Special: A Discussion with David's Former Investment Firm

    Vacation Special: A Discussion with David's Former Investment Firm

    This episode is an interview that Fund Evaluation Group LLC held with David as part of their FEG Insight Bridge podcast series.

    Topics covered include:What David did and learned at FEGWhat goes into making the Money For the Rest of Us podcastCentral banking and the Federal ReserveInvesting in gold and cryptocurrenciesCurrent investment conditionsFavorite investing books

    • 54 min
    Paper, Rocks or Digits: What Makes the Best Money?

    Paper, Rocks or Digits: What Makes the Best Money?

    What are the elements of a successful monetary system.

    Topics covered include:The stone currency of YapThe fiat currency of ancient ChinaWhy money requires trust, accounting and tokensWhy too much money can lead to inflation and too little to deflationWhy the best money is useless other than as money


    Thanks to LinkedIn and Candid for sponsoring the episode.

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

    • 23 min
    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.

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

    • 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.

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

    • 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.

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

    • 28 min

Customer Reviews

4.5 out of 5
1.1K Ratings

1.1K Ratings

Kosanovic ,

Excellent

This podcast is well organized in presentation, and provides an excellent mix of economics and investing information. I am a better informed investor because of it, and a better informed citizen.

Kevinseviltwin ,

Great podcast for investors

I’m new this whole game and this podcast has been extremely helpful

allendevans ,

Previously intellectual and interesting.

Update (8/2020):
David contacted me to say he’s sorry the podcast no longer meets my needs and wish me well. We’ve emailed several times over the past 5 years. It was a nice touch.

Update (5/2020):
Once an avid subscriber (see below), for me the podcast has lost much of its charm, so I deleted it from my Downcast app. David cut the poetic references and meandering tales which revealed insightful connections after monetizing the podcast several years ago, adding perhaps 3-5 minutes of adverts per 30 minute podcast. Other recent reviewers seem to agree.

Original (approx 2015):
Apart from the reasonable advice, I most like the show's courteous tone and demeanor. No bellicose yelling, corny jokes, bells or whistles.

Just reasonable advice about everyday topics. If you like FREAKonomics or Radio Lab, you'll appreciate this podcast.

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