Money For the Rest of Us J. David Stein

What are the pros and cons of the four approaches to managing retirement savings. How to implement a bucketing or time segmentation retirement investing approach.

Topics covered include:Why it takes time to find a retirement pattern that fitsHow retirement investing is a balance between safety-first and probability-based as well as maintaining optionality and committing.How total return investing differs from a safety-first approachWhat are products allow for a risk floor but also provide some potential growthHow a time segmentation or bucket approach to retirement investing works


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Show Notes

Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series) by Wade Pfau

A Model Approach to Selecting a Personalized Retirement Income Strategy by Alejandro Murguia and Wade D. Pfau

The Four Approaches to Managing Retirement Income Risk by Wade D. Pfau

Build Ladders With iBonds® ETFs—iShares

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279: Why All Retirees Should Consider an Income Annuity

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326: The New Math of Retirement Spending and Investing













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Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation?

Topics covered include:How big are small and mid-cap stocksHow have small and mid-cap stocks performed relative to large-cap stocksHow have active small and mid-cap managers performed relative to indexing optionsAre bigger IPOs contributing to small and mid-cap stocks underperformanceHow expensive or cheap are small-cap stocks relative to large-capWhat is the capital asset pricing model and how do academics use it to identify outperforming factorsHow value, momentum, and quality drive small-cap stock outperformanceHow to invest in small and mid-cap stocks


Thanks to Policygenius for sponsoring the episode.

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Show Notes

The Morningstar Active/Passive Barometer

Initial Public Offerings: Updated Statistics January 5, 2022, by Jay R. Ritter—Warrington College of Business, University of Florida

The Nexus of Anomalies-Stock Returns-Asset Pricing Models: The International Evidence by Rahul Roy and Shijin Santhakumar

The Cross-Section of Stock Returns before 1926 (And Beyond) by Guido Baltussen, Bart van Vliet, and Pim van Vliet

Factor Timing: Keep It Simple by Michael Aked—Research Affiliates







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We answer listener questions in our final episode of 2021.

Topics covered include:Estimating financial market returns in the next thirty yearsInvesting in artWhether stocks will no longer existHow to start investingFidelity's new Bitcoin ETFHow mutual funds are pricedHow to teach family members about investingVolatility versus drawdownsHow to face the uncertainty of crashing stocks, rising interest rates, and numerous other economic and financial threatsDavid's four most recent investments he made in his personal portfolio


Thanks to Policygenius and OurCrowd for sponsoring the episode.

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What is Web 3.0 and how will it transform the world? How you can invest your time and money in decentralized autonomous organizations and other Web3 projects.

Topics covered include:What are Web 1.0, Web 2.0, and Web 3.0 and how do they differWhat are decentralized autonomous organizations (DAOs)How DAOs operate and what are some examplesHow to register one's Web 3.0 user nameHow the Ethereum network, a major part of Web3, is changingHow to participate and invest in DAOs and other Web3 projects


Thanks to LinkedIn and Commonstock for sponsoring the episode.

For more information on this episode click here.

Show Notes

Decentralized autonomous organizations (DAOs)—Ethereum

State of the DAOs #0 | Oct 6th, 2021 by BanklessDAO Writers Guild—BanklessDAO

Decentralized Autonomous Organizations;The New Coordination Frontier by Calvinme—Medium

Organization Legos: The State of DAO Tooling by Nichanan Kesonpat—Medium

OpenOrgs.info

Snapshot

DeepDAO

ENS

Uniswap Protocol

Gas and Fees—Ethereum

Ultra Sound Money

Proof of Stake (PoS)—Ethereum

What Is the Metaverse, Exactly? by Eric Ravenscraft—Wired

Chris Dixon and Naval Ravikant — The Wonders of Web3, How to Pick the Right Hill to Climb, Finding the Right Amount of Crypto Regulation, Friends with Benefits, and the Untapped Potential of NFTs (#542)—The Tim Ferris Show

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339: How To Make Money with BlockFi, Dai and the Evolving DeFi Ecosystem

NFTs—Money For the Rest of Us Topic Index

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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.

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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

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266: Using Momentum Investing and Trend Following

342: Is Another Great Inflation Coming?

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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

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

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