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...]
527: 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, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies. Show Notes Top Stablecoin Tokens by Market Capitalization—CoinMarketCap Runs and Flights to Safety: Are Stablecoins the New Money Market Funds? by Kenechukwu Anadu et al—New York Fed Amendment … [Read more...]
526: 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 Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy. Topics covered include: Show Notes Hungry, Hungry, Hyperscalers with Scott Harlan—F.E.G. Investment Advisors Episode Sponsors Related Episodes 502: Should You Invest in Nuclear Energy? 469: … [Read more...]
525: 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 include: Show Notes Moody's Ratings downgrades United States ratings to Aa1 from Aaa; changes outlook to stable—Moody's Ratings Research Update: United States of America Long-Term Rating Lowered To 'AA+' On Political Risks And Rising Debt Burden; Outlook Negative—S&P Global Interest Expense and Average Interest Rates on the … [Read more...]
524: 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 invest their endowments and what their performance has been. Topics covered include: Show Notes Letter Sent to Harvard 2025-04-11—Harvard Harvard Response 2025-04-14—Harvard Trump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York Times Should Harvard Be Tax Exempt? by The Editorial … [Read more...]
523: 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 market’s very composition has evolved. Show Notes The total return strategy in bonds is far from dead by James Bianco—The Financial Times What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial … [Read more...]
522: 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 Korea, Argentina, Greece, Turkey, South Korea, and South Africa. Show Notes Emerging Unscathed: Featuring Ali Akay—FEG Insight Bridge Related Episodes 474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity? 411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta … [Read more...]
521: 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 consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: Episode iframe Show Notes Testimony of Chairman Alan Greenspan Outlook for the federal budget and implications for fiscal policy Before the Committee on the Budget, U.S. Senate January 25, 2001—The Federal Reserve … [Read more...]
520: 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 volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior. Topics covered include: Show Notes Wayback Machine: jdstein.com Probabilities and Payoffs: The Practicalities and Psychology of Expected Value … [Read more...]
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