Money For the Rest of Us Plus is a weekly premium podcast that answers questions from members on a variety of investing and finance-related topics. New episodes are released on Saturday. Members can submit a question here for consideration in an upcoming Plus episode.
Here is a list of all of the Plus Episodes:
397 Plus: Wash Sales, Carried Interest, and Interval Funds
In Plus Episode 397, we look at what wash sales are and who polices them as it relates to tax Go to episode…
396 Plus: August 2022 Investment Conditions
In Plus Episode 396, we review asset class valuations, economic trends, and market internals. We discuss the geopolitical risk between Go to episode…
395 Plus: Is the U.S. in a Recession? and David’s Recent Portfolio Changes
In Plus Episode 395, we analyze the U.S. Q2 GDP report, and other leading economic indicators to assess recession risk. Go to episode…
394 Plus: Share Buyback Timing, Contango vs Backwardation, and the Fundrise Growth Tech Fund
In Plus Episode 394, we look at whether corporate management repurchases stock shares when the price is low or when Go to episode…
393 Plus: Interest Rates, Convertible Bonds, and a Speculative Case for Bitcoin and Ethereum
In Plus Episode 393, we consider current U.S. interest rates and whether a member should lock in a mortgage now. Go to episode…
392 Plus: July 2022 Investment Conditions Commentary including Growth versus Value
In Plus Episode 392, we review economic trends, asset class valuations, and market internals as of early July 2022. We Go to episode…
391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT
In Plus episode 391, we review the recent adaptive model portfolio changes to reduce equity exposure and lower credit risk Go to episode…
390 Plus: Why Stock Markets Rise, Analyzing Crowdfunded Real Estate, and Roofstock One
In Plus episode 390, we explore why stock markets generally appreciate over the long-term. We review how to analyze real Go to episode…
389 Plus: June 2022 Investment Conditions Audio Commentary
In Plus Episode 389, we review investment conditions as of early June 2022. Go to episode…
388 Plus: Expected Return Update, Direct Indexing, Strengthening Yen, and Two TIPS CEFs
In Plus Episode 388, we look at how Money For the Rest of Us is seeking to improve its process Go to episode…
387 Plus: BlockFi Trade, I Bonds, College Savings, and Comparing Funds and ETFs
In Plus episode 387, David explains why he closed his BlockFi Interest Account. We discuss how the level of real Go to episode…
386 Plus: Outperforming the Market, Financial Condition Indices, and Reducing Gold Exposure
In Plus episode 386, we explore what the phrase “outperform the market” means. We review several financial condition indices produced Go to episode…
385 Plus: May 2022 Investment Conditions and Who Is Selling?
In Plus episode 385, we look at current investment conditions and why now is not the time to panic. We Go to episode…
384 Plus: Survey Follow Up, A Stablecoin Collapse, and Trying to Analyze Ripple
On Plus 384, we provide some feedback on the Plus member survey and seek additional insight on how best to Go to episode…
383 Plus: Analyzing ETFs, the Debt Cycle, and Investing When Retiring Outside Your Home Country
In Plus Episode 383, we review the criteria for selecting and comparing ETFs. We discuss how to invest near-term living Go to episode…
382 Plus: How High Will Interest Rates Go, A New Portfolio Holding, and Setting Limit Prices
In Plus Episode 382, we review previous Federal Reserve tightening cycles to see when and at what level longer-term interest Go to episode…
381 Plus: April 2022 Investment Conditions and How To Worry Less About Your Portfolio
In Plus Episode 381, we review the latest investment conditions and consider the risks of central banks overcorrecting and raising Go to episode…
380 Plus: Why the Japanese Yen Is Falling and a Follow Up on Simplify ETFs including PFIX
In Plus Episode 380, we explore what is causing the Japanese yen to decline relative to the dollar and how Go to episode…
379 Plus: Recent Portfolio Trades, Inverted Yield Curves, and Maintaining a Homestead
This week on Plus Episode 379, David discusses recent changes to his portfolio including the addition of the Barings Corporate Go to episode…
378 Plus: A Frustrating Time To Invest and Did BulletShares Underperform?
In Plus Episode 378, we discuss the fear, uncertainty, and frustration we can feel investing in the current environment. We Go to episode…
377 Plus: March 2022 Investment Conditions and Why Bonds
In Plus Episode 377, we review investment conditions as of early March 2022 given the heightened level of certainty arising Go to episode…
376 Plus: Russia, Ukraine, Oil and the Energy Sector
In Plus Episode 376, we further consider the ramifications of Russia’s invasion of Ukraine. We also review the pros and Go to episode…
375 Plus: ARKK vs SPY, Blockchain ETFs, and an Analysis of DSL
In Plus Episode 375, we expand on the discussion regarding choosing between the ARK Innovation ETF and an S&P 500 Go to episode…
374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform
In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Go to episode…
373 Plus: February 2022 Investment Conditions, Morningstar Ratings, and a Closed-End Fund Case Study
In Plus Episode 373, we review investment conditions as of early February 2022. We consider the three ways Morningstar ranks Go to episode…
372 Plus: Model Portfolios History, Performance, and Modified Endowment Contracts
In Plus Episode 372, we look at the purpose of the model portfolios, how they have evolved, and the historical Go to episode…
371 Plus: The Market Sell-off and Two Tactical Asset Allocation Services
In Plus Episode 371, we review some recent commentary by Jeremy Grantham on superbubbles as it relates to the current Go to episode…
370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes
In Plus Episode 370, we review the inexpensive valuations for Latin American equities and what has driven the underperformance. We Go to episode…
369 Plus: January 2022 Investment Conditions and Adaptive Model Portfolio Changes
In Plus Episode 369, we explore the latest investment conditions including the impact of the Omicron Covid variant. We also Go to episode…
368 Plus: Exchange Traded Commodities, Active ETF Families, and the Comptroller of Currency
In Plus Episode 368, we explore how exchange-traded commodities compare with commodity exchange-traded funds and commodity exchange-traded notes. We consider Go to episode…
367 Plus: December 2021 Investment Conditions Review
In Plus Episode 367, we review the potential impact of the Omicron Covid Variant on the global economy and financial Go to episode…
366 Plus: Updated Expected Returns, a New Real Estate Investment, and the Vanguard Managed Allocation Fund
This week on Plus Episode 366, we review the changes to the 10-year expected returns for different asset classes used Go to episode…
365 Plus: Three Member Profiles – A Pension Decision, College Tuition Investment, and a Retirement Portfolio
This week on Plus Episode 365, we help a member decide whether to take a lump-sum pension distribution today, start Go to episode…
364 Plus: November 2021 Investment Conditions and a Problematic High Yield Savings Solution
This week on Plus Episode 364 we review financial market returns, asset class valuations, economic trends, and market internals as Go to episode…
363 Plus: Portfolio Trades, Equal-weighted Global Stock Indices, and Two New Downside Protection Funds
This week on Plus Episode 363 there is a discussion of two holdings David sold from his portfolio. How equal-weighted Go to episode…
362 Plus: Return Stacking, Investing in IPOs and a Self Storage Facility
In Plus Episode 362, we review the return stacking / portable alpha investment strategies. We look at whether it’s worth Go to episode…
361 Plus: Closed-End Fund Tender Offers and Asset Class Returns During High Inflation Environments
In Plus Episode 361, we review the proxy battle that has led to a tender offer by Templeton Global Income Go to episode…
360 Plus: October 2021 Investment Conditions and a Correction About Options Delta
In Plus Episode 360, we review investment conditions as of early October 2021. David also corrects a mistake he made Go to episode…
359 Plus: Hedging Interest Rate Risk and a Deep In the Money Call Option Strategy
In Plus Episode 359, we calculate how much of the Simplify Interest Rate Hedge ETF (PFIX) to purchase in order Go to episode…
358 Plus: Tactical Asset Allocation, Two Buy-Write ETFs, and Deciding Whether to Buy a Restaurant Franchise
In Plus Episode 358, we review several studies that use a 200-day moving average to move in and out of Go to episode…
357 Plus: Analyzing Two Private Investment Opportunities
In Plus Episode 357, we analyze a daycare center business and an agriculture technology business using the who, how, and Go to episode…
356 Plus: September 2021 Investment Conditions, Valuing Pensions, and Maximum Drawdowns
In Plus Episode 356, we review economic trends, asset class valuations, and market internals as of early September 2021. We Go to episode…
355 Plus: Base and Broad Money, Contracts for Difference, and UCITS ETFs
In Plus Episode 355, we contrast base money and broad money for the U.S. dollar and Bitcoin, and how debt Go to episode…
354 Plus: Advisory Fees, A Mortgage Note Fund and Safe Haven Investing
In Plus Episode 354, we explore how to evaluate an advisor’s business model to estimate their firm revenue to see Go to episode…
353 Plus: China, VIEs and Stock Performance Over the Past Decade
In Plus Episode 353, we review variable interest entities, the corporate structure used by some of the largest publicly traded Go to episode…
352 Plus: August 2021 Investment Conditions and Securities Lending
In Plus Episode 352, we review financial market returns, asset class valuations, economic trends, and market internals to see how Go to episode…
351 Plus: Using Stop Losses and a Framework for Evaluating Private Investment Funds
In Plus Episode 351, we explore how stop losses work and whether they can be effective or not. We also Go to episode…
350 Plus: Taking Out a Home Mortgage to Invest, Tax Loss Harvesting, and TIPS
In Plus Episode 350, we compare reverse mortgages to home equity loans. What to consider when deciding to take a Go to episode…
Money For the Rest of Us Plus launched in December 2014. Consequently, MNY029 Plus is the first Plus episode. There are no Plus episodes that correspond to earlier episodes of Money For the Rest of Us.
