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 Episode … [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...]
509: How to Invest in Private Credit / Direct Lending?
We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar to and different from investing in leverage loans and CLOs. Topics covered include: Show Notes The Credit Markets Go Dark by Jared A. Ellias and Elisabeth de Fontenay—SSRN The Lost Promise of Private Ordering by Cathy Hwang, Yaron Nili, and Jeremy McClane—SSRN Investments Mentioned VanEck BDC Income ETF (BIZD)Barings Corporate Investors Fund (MCI)Long … [Read more...]
508: Who Should Bear the Cost? Socialized vs. Market-Based Risk Management
Natural disasters are becoming more severe and costly—who should bear the financial burden? We explore the tension between socialized risk and market-based insurance. Topics covered include: Show Notes California wildfires: What we know about L.A.-area fires, what caused them, who is affected and more by Tim Stelloh, Marlene Lenthang, Rebecca Cohen and Phil Helsel—NBC News Climate change is showing its claws: The world is getting hotter, resulting in … [Read more...]
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