Stock Pickers Keep Losing, Who's Winning?
As indexing grows, active stock pickers are underperforming the market by increasingly large margins, even as their skill improves. In this...
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Money For the Rest of Us
A personal finance show 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 clos...
Episodes
20 of 588 episodes
U.S. Stocks Might Not Be as Expensive as You Think
In this off-week bonus episode of Money for the Rest of Us, we look at the possibility that current U.S. stock valuations are justified and...
What If You Only Invested at Stock Market Peaks?
We analyze long-term stock returns when investing at market peaks and bottoms, and when stocks are cheap or expensive. We also share what we...
Money for the Rest of Us Update and Survey
I provide a short update on Money for the Rest of Us and introduce our listener survey. All survey participants will get access to an exclus...
Small Gains, Big Losses: The Hidden Risk in Steady Income
In this episode, we explore why the income we earn isn't the same as the return. We show how option income strategies work, what their histo...
The Financial System Will Be Hacked and How to Prepare For It
Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability...
Bond Market Chaos: Why Interest Rates Keep Rising and What to Do About It
The national debt exceeds $40 trillion, U.S. long-term Treasury yields are at 19-year highs, the U.S. Treasury Department is intervening in...
5 Steps to Simplify Your Investment Portfolio
What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, w...
How to Navigate the AI Debt Bubble
We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself. Topics covered in...
Is Inflation Manipulated? If So, What to Do About It
How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it. Topics covered include...
A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There
David shares nine lessons a listener followed to become a millionaire. Topics covered include: The benefit of underspending on housing What...
Will You Be Forced to Own SpaceX and Other AI Stocks?
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are t...
Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs
We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs a...
We Are All Wayfinders
Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned...
Five Practices That Have Shaped My Career
I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI. Topic...
Invitation to Our Live Portfolio Review and Rebalancing Special Webinar
Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific ti...
There Is No Perfect Portfolio. Just Good Enough
Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including ta...
A MFTROU Update, Cognitive Offloading Versus Cognitive Surrender, and Live Portfolio Cohorts
In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment po...
Is Another Great Financial Crisis Coming? 5 Ways to Prepare
How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to...
AI Is Changing Me - and the Case for Good Enough
When is good enough actually good enough? AI is reshaping how I work and live. And a member with a portfolio that's beaten an all-in-one Van...