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
This podcast features an interview with Ben Inker, co-head of asset allocation at GMO, discussing his long career, investment lessons learned from mentors like Jeremy Grantham and David Swenson, and current market perspectives. The conversation covers GMO's investment approach, focusing on decomposing returns into und...
This podcast episode focuses on private credit, a type of direct lending to private companies. The host, David Stein, explains what private credit is, its characteristics (illiquidity, higher returns, greater lender involvement), and various ways to invest in it, including BDCs, closed-end funds, and private funds. H...
This podcast episode discusses the rising costs of natural disasters and the question of who should bear those costs—individuals, insurance companies, or the government. The host analyzes the California wildfire crisis as a case study, highlighting the increasing loss ratios for insurers and the limitations of Proposi...
This podcast episode explores how geography impacts economic productivity and wealth, using Costa Rica as a primary example. The host discusses the country's underdeveloped road infrastructure, high gasoline prices despite government price controls, and the limitations this poses on economic growth compared to a place...
This podcast episode features an interview with Joshua Sheets, a financial planner, discussing his changed perspectives on national debt, the benefits of US citizenship, and the FIRE (Financial Independence, Retire Early) movement after living abroad for several years. Sheets argues that while living abroad can offer ...
This podcast episode interviews Coco Krumme, author of "Optimal Illusions," to discuss optimization—its technical definition, cultural implications, benefits, and drawbacks. The conversation explores optimization's role in various fields like agriculture and supply chains, highlighting both its positive impacts (e.g.,...
This podcast episode discusses the reversion to the mean in asset class returns, focusing on the US stock market's performance. Host David Stein analyzes the impact of factors like valuation changes, earnings growth, and passive investing on stock market returns, referencing research by Robert Arnott. He highlights t...
This podcast episode analyzes the significant outperformance of U.S. stocks compared to global markets, exploring factors like higher productivity, investment in R&D, and government budget deficits. The host presents data showing U.S. stocks' high valuations and discusses potential risks associated with this overvalua...
This podcast episode analyzes the S&P 500 index's performance over the past decade and offers projections for the next. The host details the index's historical returns, its composition shifts (e.g., increased dominance of technology stocks), and discusses factors influencing future performance, including GDP growth, v...
This podcast episode focuses on the investment lessons learned by the host, David Stein, over the past decade. He details ten key takeaways, including the importance of documenting investment decisions, experimenting with different strategies (like closed-end funds and defined outcome ETFs), and adopting new asset cla...
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