In Plus episode 564, we share audio from our recent Plus member livestream, where we discussed the impact of higher interest rates and oil prices. We look at the massive growth in Chinese exports despite U.S. tariffs and why it is concerning. We discuss how long it takes to determine if an active manager is skilled based on their excess return and tracking error. We answer whether it makes sense to dollar-cost average into bonds. We also discuss what types of stocks and other investments … [Read more...]
563 Plus: When Long-Term Bonds, TIPS Ladder ETF, Holding Cash, and Bank Loans in the Model Portfolios
In Plus episode 563, we explore use cases for long-term Treasury securities today. We analyze the new iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI). I explain why I continue to hold cash in my portfolio, sometimes referred to as dry powder. Finally, why we don't have a dedicated bank loan ETF in the model portfolios. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn … [Read more...]
562 Plus: August 2026 Livestream – Inflation, Rules of Thumb, AI Crash, Where to Invest, and More
This is the edited and condensed audio version of our recent Plus Member and Asset Camp livestream. Topics covered include: Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Show Notes Livestream video Livestream slides 1/N - Victor DeMiguel, Lorenzo Garlappi, Raman Uppal Investments SPDR DoubleLine Total … [Read more...]
561 Plus: National Debt, TIPS ETFs, Currency Hedging, and ETY
In Plus episode 561, we answer a member's question on the U.S. national debt. We review the Vanguard Short-term Inflation Protection Securities ETF (VTIP) and look at alternatives. We discuss hedging currency for non-U.S. equity exposure. Finally, we analyze the Eaton Vance Tax Managed Diversified Equity Income closed end fund (ETY). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus … [Read more...]
560 Plus: AI, the Dollar, and De-Dollarization: July 2026 Livestream Q&A
In this livestream recorded July 15, 2026, David gives his quarterly check-in on AI, including what it does well, where it still falls short, and what its massive capital spending means for jobs, stocks, and the economy. He then answers listener questions on the dollar, crypto, central bank digital currencies, and managing the model portfolios. Topics covered include: Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by … [Read more...]
559 Plus: Diversified Income Model Portfolio Change and a Portfolio Trade
In Plus episode 559, we discuss the decision to eliminate convertible bonds from the Diversified Income Model Portfolio, increase equity REITs, lower exposure to preferred stocks and option income, and add exposure to managed futures and catastrophe bonds. We also discuss why David sold his position in the Bitwise Solana ETF (BSOL). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus … [Read more...]
558 Plus: SpaceX IPO, Equity REITs, Preferred Stock, Option Income, Managed Futures, Optionality, and AI Writing
In Plus episode 558, David provides a short update on the SpaceX IPO, he reviews his income strategy holdings, and considers whether now is a good entry point for equity REITs, preferred stock, option income, and managed futures. Finally, we discuss a recent piece on energy optionality that was written mostly using AI and whether that detracted from the piece's credibility. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by … [Read more...]
557 Plus: Commodity Future ETFs and Should We Be Worried About Oxford Lane Capital Corporation Defaulting
In Plus episode 557, we analyze the leading commodity ETFs, revisit what drives commodity futures returns, including the impact of roll yield, and recommend our preferred commodity ETF. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 557 Plus Investments Mentioned Invesco Optimum Yield Diversified Commodity … [Read more...]
556 Plus: Is the Investment Conditions Heatmap Useful? Analyzing a Municipal Closed-End Fund, and Investing in UAE Real Estate
In Plus episode 556, we consider the role of the Money for the Rest of Us Plus Investment Conditions heatmap. We analyze the Invesco Value Municipal Income Closed Fund (IIM). Finally, we consider options for investing in the UAE. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 556 Plus Investments Mentioned Invesco … [Read more...]
555 Plus: Portfolio Trades, Holding Crypto as an ETF, When to Sell Securities, and MLPs
In Plus episode 555, David describes two portfolio changes in his portfolio. He shares a recent forum post on the downsides to holding cryptocurrency as an ETF. We review reasons to sell an asset. Finally, we answer a member's question regarding MLPs. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 555 Plus Show … [Read more...]
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