Money For the Rest of Us

How coordinated buying by retail investors has turned the table on Wall Street. Are there signs of a market bubble? Topic covered include: Thanks to Truebill for sponsoring the episode For more information on this episode click here. Show Notes r/wallstreetbets FOR POSTERITY—Almost Daily Grants 1.25.21 GameStop can’t stop going up by Jamie Powell—Financial Times Reddit: bull attack by Jamie Powell and Philip Stafford—Financial Times How WallStreetBets Pushed GameStop Shares to the...

Most global stock ETFs, funds and indices have only about 5% invested in China even though China has the second-largest economy in the world. What are the pros and cons of increasing your allocation to Chinese stocks. Topics covered include: Thanks to SmartAsset for sponsoring the episode. For more information on this episode click here. Show Notes Chinese shares: should you increase the amount in your portfolio? by Sam Dickens—IG Group China A-Shares Definition by Troy...

Should the U.S. cancel $10,000 or more of student loan debt per borrower? What would be the economic and financial impact? Why the student loan system is broken and how to fix it. Topics covered include: Thanks to LinkedIn and Policygenius for sponsoring the episode. For more information on this episode click here. Show Notes Student Loans Owned and Securitized, Outstanding—Federal Reserve Bank of St. Louise Senate majority gives Biden path to student loan forgiveness by Sylvan...

How should individuals invest and spend in retirement with interest rates so low, stock valuations high, and inflation uncertain. Why retirement managed payout funds and income replacement funds failed. Topics covered include: Thanks to Mint Mobile and Truebill for sponsoring the episode. Show Note Links Vanguard Throws in the Towel on Its Managed Payout Fund by Daren Fonda—Barron's Generating Retirement Income Isn’t Easy, Even for Vanguard by Reshma Kapadia—Barron's Today's Best...

How convertible bonds work, why they gained 50% in 2020 and outperformed stocks over the past five years. Why Vanguard shut down their convertible bond mutual funds. Topics discussed include: Thanks to Netsuite for sponsoring the episode. Take the Money For the Rest of Us listener survey. Show Notes A Plunge and a Recovery Drives a Top-Performing Year in Convertibles by Andrew Bary—Barron's Convertible Bond Indices: An Overview by SPDR EMEA ETF Strategy Team—State Street Global...

A review of how the pandemic, financial markets, and government policy evolved in 2020 to make for an unforgettable year. Topics covered include: Thanks to Policygenius and LinkedIn for sponsoring the episode. Show Notes 286: Coronavirus and the Financial Impact of Pandemics 291: How To Survive the Coronavirus (COVID-19) Shutdown Madame Vivelda—Saturday Night Live What Is Risk vs Uncertainty?—Money For the Rest of Us Guide 299: Has the Pandemic Changed You? Personal Saving...

How the drive for efficiency leads to greater wealth concentration and threatens capitalism. What can be done about it. Topics covered include: Show Notes Changes in U.S. Family Finances from 2016 to 2019: Evidence from the Survey of Consumer Finances—The Board of Governors of the Federal Reserve How America Banks: Household Use of Banking and Financial Services—Federal Deposit Insurance Corporation When More Is Not Better: Overcoming America’s Obsession with Economic Efficiency by...

How a nation's balance of payments impacts its currency exchange rate as evidenced by Turkey and other countries. Topics covered include: Thanks to The Great Courses Plus and Policygenius for sponsoring the episode. For show notes and more information on this episode click here.

How to determine whether you should invest in a complex investment such as an actively managed ETF that uses option strategies. Topics covered include: Thanks to Netsuite and LinkedIn for sponsoring the episode. For show notes and more information on this episode click here.

As we await the U.S. presidential election results, we review the results of the Trump Administration's economic policies to see if Americans are better off financially than they were four years ago. Topics covered include: Thanks to Policygenius and Tempo for sponsoring the episode. Use code David with Tempo for $100 off For show notes and more information on this episode click here.

How central bank digital currencies would work, what is the motivation to create them and what are the risks. Topics covered include: Thanks to Gen Z Green podcast and Masterworks for sponsoring the episode. Use code David for Masterworks to skip the wait list. For show notes and more information on this episode click here.

How special purpose acquisition companies work, what their performance has been and what are the ways to invest. Topics covered include: Thanks to Tempo and NetSuite for sponsoring the episode. Use code David to save $100 on Tempo. For show notes and more information on this episode click here.

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: Thanks to The Great Courses Plus and Policygenius for sponsoring the episode. For show notes and more information on this episode click here.

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 are the elements of a successful monetary system. Topics covered include: Thanks to LinkedIn and Candid for sponsoring the episode. For show notes and more information on this episode click here.

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: Thanks to Masterworks and Policygenius for sponsoring the episode. For show notes and more information on this episode click here.

What are four principles individuals can follow to achieve their financial and career goals this decade despite the rough start in 2020. Thanks to NetSuite and Trends for sponsoring the episode. For show notes and more information on this episode click here.

What are the numerous decisions individuals have to make in managing their investments portfolios. Topics covered include: Thanks to Policygenius and Chili for sponsoring the episode. For show notes and more information on this episode click here.

The Federal Reserve just updated its policy tools. What impact could that have on inflation, interest rates and your investments. Topics covered include: Thanks to LinkedIn and Candid for sponsoring the episode For show notes and more information on this episode click here.

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. Thanks to The Great Courses Plus and Chili for sponsoring the episode. For show notes and more information on this episode click here.