Money For the Rest of Us
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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...
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558 episodi
Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally
Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode,...
Beyond Munis — New ETFs for Tax-Efficient Bond Investing
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.
We analyze several newer ETFs tha...
Money for the Rest of Us Update
This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exc...
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 l...
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 econo...
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 th...
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...
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...
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 suc...
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...
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...
Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?
We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs?...
Mining and the Global Race for Critical Minerals with Kinterra Capital
How the investing landscape is being reshaped by the global race for critical minerals.
Topics covered in this conversation between FEG's Greg D...
Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.
Topics covered inclu...
Climbing the Wealth Ladder with Nick Maggiulli
How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow...
Stablecoins and CBDCs: Their Rise, Risks and Possibilities
Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, th...
The Future of Power: Energy at a Crossroads with Scott Harland
From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Ca...
No More AAA - What the U.S. Debt Downgrade Means for Investors
With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent?
Topics covered in...
Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities inve...
Why Bond Investing Is Easier Than Ever
Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond m...
Investing in Emerging Markets with Ali Akay
Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Kor...
Is the Rest of the World Selling America?
The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and...
Where Are We Heading?
In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like vola...
Is This the End of Globalization and Free Trade?
What will the impact be now that the U.S. has one of the highest tariff rates in the world?
Topics covered include:
Episode...
Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge
Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, p...
Should You Investment 100% of Your Retirement in Closed-End Funds?
We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling...
What Trump Wants Part 2 - How Trade Deficits and Capital Flows Can Harm or Help Countries
How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier.
Topics covered include:
...
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. manufact...
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...
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 m...
Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income
How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.
Topics covered include:
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 the...
Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge
This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep v...
How to Invest in Private Credit / Direct Lending
We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage...
Who Should Bear the Cost? Socialized versus Market-Based Risk Management
Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market-...
Where You Live Matters - How Geography Contributes to Wealth
How geography contributes to economic growth and can increase or lower the cost of living.
Topics covered include:
Episode S...
Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets
In episode 506, Joshua shares the pros and cons of living outside of your home country. He convinces David why he needs more than one passport. Finall...
Optimization, AI and Opting Out with Coco Krumme
In our final episode of the year, I converse with author and data scientist Coco Krumme about the benefits and costs of optimization in finance, indus...
Indexing Bubble and Asset Class Returns Still Revert to the Mean
How asset class returns move in cycles with periods of above-average returns followed by periods of lower returns. How has the rise of passive indexin...
U.S. Stocks Have Never Been This Overhyped or Expensive
What are the tangible and intangible factors that have contributed to long-term U.S. stock market outperformance compared to the rest of the world? De...