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...]
August 2026 Investment Strategy Audio
We review investment conditions as of early August, including a notable rise in U.S. interest rates, and how to position your portfolio in the current environment. 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 » August 2026 Investment Strategy Audio Show Notes August 2026 Investment Strategy Report … [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...]
July 2026 Investment Strategy Review
We discuss why AI will deliver on its promised productivity boost, but that the timing is uncertain. We discuss how best to position investment portfolios given earnings growth expectations and valuations are too high. We also share why we believe interest rates could rise from current levels. 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 … [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...]
June 2026 Investment Strategy Review
In this month's investment strategy review, we review the long-term drivers of corporate profit growth and whether they will reverse. We also consider how agentic AI is at an inflection point as more and more output is being created, and what the economic ramifications of that are. Finally, we consider how to position portfolios amid high valuations, upward pressure on interest rates, and the risk of stagflation if the market narrative shifts and oil prices spike. Become a Member If you … [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...]
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