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.
Here is a list of all of the Plus Episodes:
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 Fund (GIM) to purchase up to 70% of its outstanding shares. We consider whether now is the 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 in Plus Episode 359 in explaining options delta. 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 to protect against rising interest rates. We also look at how purchasing deep-in-the 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 the stock market. We compare the Global X Nasdaq 100 Covered Call ETF to the Global X S&P 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 what framework for conducting due diligence on private investments. 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 consider how to value a pension and how to incorporate it into an asset 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 tied to both currencies increases the money supply. We look at how contracts for difference 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 if their fees seem fair. We consider the impact of valuation changes on stock 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 technology companies operating in China. We review the risks of this 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 the recovery is coming and if any portfolio changes are warranted. 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 discuss a framework for evaluating private investment partnerships, such as commercial real 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 home mortgage to invest in other assets. We look at tax principles when it comes to Go to episode…
349 Plus: SPAC ETFs, Sector Allocation, and the Frustration of Bonds
In Plus episode 349, we look at why investing in special purpose acquisition companies (SPACs) and SPAC ETFs is even less compelling now given the number of new SPACs. Why David is winding down his Go to episode…
348 Plus: July Investment Conditions, How Much Cash, BlockFi Update, and Trading Philosophy
In Plus Episode 348, we review investment conditions as of early July 2021. We consider how much cash to hold given investment conditions. We review the risks of using a cryptocurrency platform like Go to episode…
347 Plus: A New Actively Managed Preferred ETF and Three Pillars of Stock Returns
In Plus Episode 347, we review recent portfolio changes David made to his portfolio. We introduce the new retirement spending calculator. We analyze the new Fidelity Preferred Securities and Income Go to episode…
346 Plus: Mid Month Update, Inflation, and Simplify ETFs
In Plus Episode 346, we review market performance and recent economic releases including the latest U.S. Consumer Price Index for evidence that inflation is transitory or more permanent. We also Go to episode…
345 Plus: June 2021 Investment Conditions and Plus Membership Improvements
In Plus Episode 345, we review current investment conditions including the disconnect between the bond market and inflation data. We discuss the new Money For the Rest of Us Plus app and the new Go to episode…
344 Plus: What Happens When You Have Saved Enough – The Dragon Portfolio
In Plus Episode 344, we discuss what to do when you have more than sufficient assets for retirement but continue to generate a surplus because you enjoy working. We also compare the Artemis Capital Go to episode…
343 Plus: Mid Month Update, Adaptive Model Portfolio Changes, and Preferred Stocks
In Plus Episode 343, we review the latest data including Federal Reserve minutes and Japan’s economic challenges. We discuss the recent adaptive model portfolio changes, the new holdings, and Go to episode…
342 Plus: Small Cap Value, Lumber Prices, and GBTC Discount
In Plus Episode 342, we review the performance of value and growth equity indices, consider whether the value style will continue to outperform and analyze the Avantis U.S. Small Cap Value ETF ) Go to episode…
341 Plus: May 2021 Investment Conditions and HANDL Follow Up
In Plus episode 341, we review current investment conditions including inflationary pressures. David provides an update on a recent portfolio change. We discuss why equity return assumptions were Go to episode…
340 Plus: Asset Allocation Assumption Update, Ponzi Schemes, and Hiring Investment Advisors
In Plus Episode 340, we review the semiannual expected return and risk update for stocks, income strategies and bonds. We review new tools available for analyzing the model portfolios. We answer a Go to episode…
339 Plus: Mid Month Update, Bond Valuations, and a Cannabis Bubble Follow Up
In Plus episode 339 for the week of April 23, 2021, we look at the latest economic releases to assess investment conditions. We answer a member’s question on what does it mean when pundits say Go to episode…
338 Plus: ROFX, Bitcoin Funds, and a Renewable Energy ETF
In Plus Episode 338 for the week of April 17 2021, we look at concerns with ROFX, a foreign exchange trading platform that uses artificial intelligence. We compare three Bitcoin fund options. The Go to episode…
337 Plus: April 2021 Investment Conditions, Small Cap Stock Valuations and Evaluating TIPS
In Plus Episode 337, we review investment conditions as of early April 2021. We analyze valuations for small cap equity, including for the WisdomTree Small Cap Quality Dividend Growth ETF (DGRS) and Go to episode…
336 Plus: A Simple Money Supply, Money Creation Analogy
In Plus Episode 336 for the week of March 27, 2021, we discuss some new site additions for Plus members. We also explore an analogy to explain under what circumstances the money supply and Go to episode…
335 Plus: Mid Month Update, Preferred Stocks and Direct Indexing
In Plus episode 335 for the week of March 20, 2021, we review recent asset class performance, discuss economic growth expectations and consider the role of preferred stocks in a rising interest rate Go to episode…
334 Plus: A New Inflation ETF, Inverse ETFs, and Excess CAPE Yields
In Plus Episode 334 for the week of March 13, 2021, we analyze the Horizon Kinetics Inflation Beneficiaries ETF (INFL) and how it seeks to protect against inflation including holding royalty trusts. Go to episode…
333 Plus: March 2021 Investment Conditions, Bonds and Rising Rates, and Monitoring the Money Supply
In Plus Episode 333 for the week of March 6, 2021, we analyze market returns, asset class valuations, and market internals. We consider why value stocks are outperforming growth stocks year-to-date. Go to episode…
332 Plus: Comments on Interest Rate Increases, Recent Portfolio Trades, and Online Platforms For Purchasing Private Companies
In Plus Episode 332 for the week ending February 27, 2021, we put the recent jump in interest rates into historical context. We look at what determines interest rates and the secular trends that Go to episode…
331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF
In Plus Episode 331, we profile a member in Bosnia who is deciding on a new asset allocation after selling a business. We consider whether investors in their thirties should seek tail risk Go to episode…
330 Plus: February 2021 Investment Conditions, Bond Fund Break Evens, and Municipal Bonds versus Utilities
In Plus Episode 330, we review investment conditions as of early February 2021. We calculate the break-even time for taxable and municipal bond funds to recoup price losses due to rising interest Go to episode…
329 Plus: Robinhood, Mortgages and ETF Transparency
In Plus Episode 329, we review why Robinhood and other brokers suspended trading in certain stock shares this past week. We walk through a numerical example of how a home mortgage fits into an Go to episode…
328 Plus: Investment Conditions Update, Ark Invest, and Fundrise
In Plus Episode 328, we review financial market returns year-to-date and the Flash PMI releases. We look at the success and challenges of Ark Invest, a new actively managed ETF platform. Finally, we Go to episode…
327 Plus: Investing Savings, Selling Individual Stocks and Reverse Stock Splits
In Plus Episode 327, we first review some new Plus membership options for existing members. Then we evaluate whether a member should sell her individual taxable stocks as she prepares for. Go to episode…
326 Plus: January 2021 Investment Conditions and Portfolio Review
In Plus episode 326, we review investment conditions as of early January 2021. David also shares how he goes about categorizing his portfolio. He also reviews the recent portfolio changes he made. Go to episode…
325 Plus: Mid Month Update, Utility Stocks and Duel Listings of Foreign Stocks
In Plus episode 325, we review market returns, the latest economic releases and two portfolio trades in David’s portfolio. We look at the viability of utility stock investing as a substitute Go to episode…
324 Plus: Currencies, Bond Convexity, and Support Levels
In Plus episode 324, we discuss a new investor’s question on how the currency can impact an investment’s return. We explore bond duration and convexity and why the duration for bonds Go to episode…
323 Plus: December 2020 Investment Conditions and Portfolio Review
In Plus episode 323, we review current investment conditions including market returns, asset class valuations, economic trends and market internals. We also review David’s portfolio including Go to episode…
322 Plus: Mid Month Update, Calculating Returns and Grayscale Bitcoin Trust
In Plus episode 322, we review market returns, market internals and the distribution dynamics for the new Covid-19 vaccines. We discuss whether retirees should focus on income or total return and Go to episode…
321 Plus: More On Hedged Equity and When to Sell Company Stock
In Plus Episode 321, we take a deeper look at hedged equity and outcome based ETFs like the JP Morgan Hedged Equity Fund and the Innovator ETF series. We also answer a member’s question about Go to episode…
320 Plus: November Investment Conditions and Model Portfolio Changes
In Plus episode 320, we review investment conditions as of early November 2020 including market valuations, economic trends and market internals. We discuss the recent change in the adaptive model Go to episode…
319 Plus: A New Way to Interact with Plus Members, IVOL, and Leveraged Universal Indexed Life Insurance
In Plus episode 319, we discuss an experimental way to interact with other Plus members using Discord. We review David’s recent trades to raise funds for a house closing. We examine the Go to episode…
318 Plus: How to Select and Implement a New Portfolio Mix
In Plus episode 318, we briefly discuss the purpose behind adding 16 new video lessons to the site in 2020. We also share the audio for a new video lesson on portfolio implementation including a Go to episode…
317 Plus: Mid Month Investment Conditions Update, Commodity Bull and Bear Markets, and Worthy Bonds
In Plus episode 317, we evaluate recent market returns and economic releases. We look at whether commodities are starting a new bull market or whether the nine-year bear market continues. Finally, Go to episode…
316 Plus: October 2020 Investment Conditions and Asset Class Return Assumption Update
In Plus Episode 316, we review market valuations, economic trends and market internals as of early October 2020. We also review the semiannual update of the asset class return and risk assumptions. Go to episode…
315 Plus: Moving Out of Cash, Purchasing and Storing Cryptocurrencies, and Mortgage REITs
In Plus Episode 315, we answer a member’s question about how to move his portfolio back into the stock market. We review how to purchase and store cryptocurrencies. Finally, the episode Go to episode…
314 Plus: Mid Month Investment Strategy Update and Opportunity Zone Funds
In Plus episode 314, we review month-to-date financial market returns, recent Federal Reserve actions, and the latest economic releases. We also consider the structure and tax benefits of 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.
