In Plus episode 565, I discuss recent portfolio trades that I made. We provide updated returns for U.S. and non-U.S. stocks for the fourth quarter compared to the rest of the year, including during presidential and mid-term election years. We examine whether the Virtus Seix Senior Loan ETF (SEIX) can replace the Virtus Seix Floating Rate High Income Fund (SAMBX). We answer a member's question about using a non-investment-grade bond bullet ETF to partially fund an upcoming balloon … [Read more...]
564 Plus: September 2026 Livestream – Interest Rates, Oil, China, Manager Skill and More
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...]
September 2026 Investment Strategy Audio
In this month's investment strategy review, we explore why economic growth is accelerating despite high oil prices. We share some intriguing statements by the new Federal Reserve Chair, Kevin Warsh. We discuss why safer havens from expensive U.S. stocks are less safe than they once were. We explore the emerging risk of a cyberattack by AI and actions we can take to protect ourselves. Finally, we review how long-term bonds have performed during stock market sell-offs. Become a Member If … [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...]
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...]
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