Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: Show Notes 2025 Statement on Longer-Run Goals and Monetary Policy Strategy—The Federal Reserve Board Trump says U.S. interest rate is at least 3 points too … [Read more...]
536: 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 to position your portfolio without getting swept up in the hype. Topics covered include: Show Notes I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube % S&P 500 share of top 10 companies by market cap %—Apollo Academy Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual … [Read more...]
535: 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 with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future. Show Notes Inside the relentless race for AI capacity—The Financial Times Inside the AI race: can data centres ever truly be green?—The Financial Times The Kanye/Data Center Crossover by Paul … [Read more...]
534: 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 successful investor. Show Notes Hedging Risk, Accessing Opportunity with Dave Thomas—F.E.G. Insight Bridge Episode Sponsors Delete Me – Use code David20 to get 20% off Transcript Coming Soon … [Read more...]
533: How To Better Navigate Money, Time, Risk, and Uncertainty with Carl Richards
David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attentional capital, distinguishing risk from uncertainty, and the importance of taking microactions. Show Notes Behavior Gap Your Money: Reimagining Wealth in 97 Simple Sketches by Carl Richards Episode Sponsors Asset Camp Money for the Rest of Us Plus Related Episodes 496: Are You Taking Enough Aspirational Risk? 394: How to Get Better at Risk … [Read more...]
532: 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 the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter. Show Notes Trump Executive Order to Help Open Up 401(k)s to Private Markets by Miriam Gottfried, Dylan Tokar, and Matt Wirz—The Wall … [Read more...]
531: 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? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity? Show Notes Behind the Curtain: A white-collar bloodbath by Jim VandeHei and Mike Allen—Axios Yuval Noah Harari Statement - Post by Nunki08—Reddit Challenger Report June 2025—Challenger, Gray & … [Read more...]
530: 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 Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include: Show Notes Mining for Alpha: Featuring Kinterra Capital—F.E.G. Investment Advisors Kinterra Capital Episode Sponsors Delete Me – Use code David20 to get 20% off Related Episodes 384: Has a Commodities Bull Market … [Read more...]
529: 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 include: Show Notes The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN Episode Sponsors Related Episodes 398: When Should You Hire An Investment Advisor? Two Case Studies 92: … [Read more...]
528: 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 us to ascend and, in some cases, descend the wealth ladder. Show Notes Of Dollars and Data The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life by Nick Maggiulli Ritholtz Wealth Management Episode Sponsors NetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn … [Read more...]
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