In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices. Show Notes The Hidden Healthcare Infrastructure Americans Cross the Border to Find—Kogod School of Business FARMWORKER SERVICE CENTER PROPOSAL AND ACTION PLAN FOR THE CITY OF CALEXICO AND IMPERIAL VALLEY by JAVIER MORENO—Calexico Location … [Read more...]
549: Why Catastrophe Bonds Are Yielding 12%, and Should You Invest?
A new ETF allows individuals to earn income by insuring against natural disasters through investing in catastrophe bonds. We break down the historical returns, risk, fees, and structure of this intriguing investment opportunity. Topics covered include: What types of natural disasters are increasing How insurance companies use reinsurance and cat bonds to protect against extreme losses Why home insurance premium increases should be lower in 2026 How cat bonds are structured … [Read more...]
548: What Will Drive Financial Markets in 2026—and How to Make It Your Best Year
We explore the forces likely to shape financial markets in 2026 and how to make better decisions as you pursue your goals this year. Topics covered include: The difference between intentions and resolutions Key behavioral biases and how to overcome them The cautionary tale of a private real estate fund that went public Is the affordability crisis real? The big test for AI in 2026 The financial and economic outlook for the year Show Notes A Slightly Better You … [Read more...]
547: Debt Is For Managing Wealth, Not Creating It
Should you borrow money to magnify returns in your 401 (k), IRA, or other tax-deferred retirement account? We examine Basic Capital, which allows investors to leverage their retirement account investments. We also explore how the wealthy don't use debt to generate wealth but to manage it. Show Notes Basic Capital This 30-Year-Old’s Startup Is Bringing Leverage to 401(k) Savers by Suzanne Woolley—Bloomberg This startup is offering mortgages for 401(k)s by Liz … [Read more...]
546: Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter
As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more. Topics covered include: Will retiring baby boomers lead to lower stock prices or higher interest rates Some earlier demographic predictions and how they worked out How do natural interest rates reflect the demand and supply of capital Why demographics are only one factor that … [Read more...]
542: Don’t Take Financial Advice from AI
A concerning example of how AI makes simple financial mistakes, and the right and wrong way to use AI to make financial decisions. Topics covered include: How AI ignores the time value of money A detailed example of ChatGPT misleading by making a simple math mistake Some examples of opportunity costs and sunk costs when making financial decisions Understanding how AI works can help us use it more effectively Show Notes What Kind of a “PhD-level Expert” Is ChatGPT … [Read more...]
541: 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, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement. Show Notes The Great Debasement Debate Is Rippling Across World Markets by Ruth Carson, Naomi Tajitsu, and Masaki Kondo—Bloomberg How long will gold mania … [Read more...]
540: 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 that earn bond-like returns while avoiding paying taxable income distributions. Investments mentioned: Vanguard Tax-Exempt Bond ETF (VTEB) iShares 7-10 Year Treasury Bond ETF (IEF) JPMorgan Ultra-Short Municipal Income ETF (JMST) Alpha Architect 1-3 Month Box ETF (BOXX) F/m Compoundr U.S. Aggregate Bond ETF (CPAG) F/m … [Read more...]
539: 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 lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money. Topics covered include: How is the money supply measured, and why is it a subjective exercise What is an example of a negative money shock Why an optimal monetary policy would lead to deflation, and why that is a good … [Read more...]
538: 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 economy, and what lumber markets, managed forests, and everyday life teach us about staying connected to the real. Topics covered include: How timber investing works and why it is reflective of how industries evolve What percent of economic output is physical versus digital, and how has that changed over the past fifty years How … [Read more...]
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