What will the impact be now that the U.S. has one of the highest tariff rates in the world? Topics covered include: Show Notes The economic consequences of Mr Trump – looking for clarity in the tariffs chaos by Neil Shearing—Capital Economics Tariff rate, most favored nation, simple mean, all products (%)—World Bank Group Donald Trump’s tariffs will fix a broken system by Peter Navarro—The Financial Times DHL Global Connectedness Tracker—DHL Objective Knowledge: An … [Read more...]
518: Is It Too Late to Invest in Gold? With Max Belmont – FEG Insight Bridge
Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold. Topics covered include: Show Notes The Golden Age with Max Belmont—FEG Insight Bridge Episode Sponsors Asset Camp Related Episodes 431: The Long-term Bullish Case for Gold 316: Paper, Rocks, or Digits—What Makes the Best Money 263: Should You Invest In … [Read more...]
517: Should You Invest 100% of Your Retirement in Closed-End Funds
We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains. We also explore the pros and cons of closed-end funds relative to open-end mutual funds and ETFs. Show Notes The Closed-End Fund Market, 2023—Investment Company Institute The Income Factory: An Investor’s Guide to Consistent Lifetime Returns by Steven Bavaria—McGraw-Hill Companies Retirement … [Read more...]
516: What Trump Wants Part 2 – How Trade Deficits and Capital Flows Can Harm or Help Countries
How trade deficits are making the U.S. poorer, while in the past they have made the U.S. wealthier. Topics covered include: Show Notes Why U.S. Debt Must Continue to Rise by Michael Pettis—Carnegie Endowment Could Trump devalue the dollar with a "Mar-a-Lago Accord"? by Paul Diggle and Luke Bartholomew—Aberdeen Investments A User’s Guide to Restructuring the Global Trading System by Stephen Miran—Hudson Bay Capital Is Peter Navarro Wrong on Trade? by Michael … [Read more...]
515: Tariffs and the Mar-a-Lago Accord: What Trump Really Wants
How the Trump administration is using tariffs as a negotiating tool to weaken the U.S. dollar and increase the global competitiveness of U.S. manufacturers. Topics covered include: Show Notes Stock Market News, March 10, 2025: Nasdaq Falls 4% After Trump Doesn't Rule Out Recession by Caitlin McCabe and Krystal Hur—The Wall Street Journal Trump Says US Economy Faces ‘Transition,’ Avoids Recession Call by María Paula Mijares Torres—Bloomberg Is the U.S. Heading for a … [Read more...]
514: Why Japanese Stocks Could Outperform with Howard Smith – FEG Insight Bridge
This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and … [Read more...]
513: Crypto—Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves
We consider the incongruency of a U.S. Strategic Bitcoin Reserve, the latest crypto exchange hack, and how most participants lost money on the Trump meme coin. Given all that, we review some areas where cryptocurrency is helping individuals and businesses. Topics covered include: Show Notes All Information (Except Text) for S.4912 - BITCOIN Act of 2024—Congress.gov House Bill No. 4087—Michigan Legislature 2025 South Dakota Legislature House Bill 1202—South Dakota … [Read more...]
512: Unlocking Hidden Returns—How Mortality Credits Boost Retirement Income
How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder. Topics covered include: Show Notes Post: No, really. Deferred income annuities (DIAs) are superior to SPIAs in every way by Boglehead User "GoWithTheCashFlow"—Bogleheads Actuarial Life Table—SSA TIPSLadder Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement by Wade D. Pfau—Retirement Researcher Related … [Read more...]
511: What Are Sovereign Wealth Funds and Does the U.S. Need One?
The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establishing one. Topics covered include: Show Notes Fact Sheet: President Donald J. Trump Orders Plan for a United States Sovereign Wealth Fund—The White House A Plan For Establishing A United States Sovereign Wealth Fund—The White House International Forum of Sovereign Wealth … [Read more...]
510: Contrarian Investing with GMO’s Ben Inker – FEG Insight Bridge
This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion. FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business … [Read more...]
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