We review the current state of the financial markets and the global economy as they grapple with the war in the Middle East. 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 » April 2026 Investment Strategy Review Show Notes Current Investment Strategy Report David's Portfolio Review … [Read more...]
553 Plus: March 2026 Livestream
This week, we hosted our quarterly livestream for Plus members. David discussed the evolution of personal technology, how the current AI moment differs from the Internet bubble of 2000, and the challenges of forecasting the impact of the Iran War. David also answered a number of member questions on trend following, emerging markets, Latin America, and the current market environment. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can … [Read more...]
552 Plus: Portfolio Trades, Asset Location, Price Alerts and Some Thoughts on Private Credit
In Plus episode 552, David discusses the change in his portfolio to eliminate the iShares Large Cap Max Buffer September ETF (SMAX) from his portfolio and reallocate the assets to the Brookmont Catastrophe Bond ETF (ILS), and the IMGP DBI Managed Futures Strategy ETF (DBMF). We discuss a member's question about asset location and an inquiry into how to receive alerts for ETFs that meet a certain price threshold. Finally, David shares his thoughts on the current environment for private … [Read more...]
March 2026 Investment Strategy Review
We analyze what happened, where we are now, and where we are headed regarding financial markets and the economy. We also explore the risks and impact of the Iran conflict. 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 » March 2026 Investment Strategy Review Show Notes Current Investment Strategy Report David's Portfolio … [Read more...]
551 Plus: Income Portfolio, High Yield Bonds, a new AI ETF family, and EIC’s Earnings Call
This week on Plus episode 551, we answer a member's questions about the Money for the Rest of Us Plus Income portfolio. We review the current status of U.S. high-yield bonds and look at more compelling options. We analyze the new FINQ AI ETF family. Finally, David provides an update on Eagle Point Income Corporation (EIC) following their recent earnings call. 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 … [Read more...]
550 Plus: Cat Bond ETF Yield, Aggressive Investing 10 Years from Retirement and Venture Focused Closed End Fund IPO
In Plus episode 550, we explain why the yield on the Brookmont Catastrophic Bond ETF (ILS) is so low. We run a simulation analysis comparing a 75/25 portfolio to a 60/40 portfolio with 10 years to retirement. Finally, we discuss the private Fundrise Growth Tech Fund, LLC pending IPO to convert to a publicly-traded closed-end fund, Fundrise Innovation Fund (VCX). 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 … [Read more...]
February 2026 Investment Strategy Review
We review financial market performance, economic trends, and portfolio positioning. We also take a closer look at AI and productivity, and Japan's national debt situation. 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 » February 2026 Portfolio Review Show Notes Current Investment Strategy Report David's Portfolio Review … [Read more...]
549 Plus: More on Cat Bonds, Gold Rebalancing, and the New Fed Chair Nomination
In Plus episode 549, we discuss historical cumulative losses for catastrophe bonds, the premium/discount experience of the Brookmont Catastrophic Bond ETF (ILS) and questions on why its dividend yield is so low. We also revisit the gold and silver rally and answer a member's question about rebalancing out of gold. Finally, we consider the background and views of newly nominated Federal Reserve Board Chair Kevin Warsh. Become a Member If you would like to listen to this episode of … [Read more...]
548 Plus: Updated Expected Return Assumptions, Impact of Mortgage Backed Bond Purchases, and Comparing Two Non-U.S. Equity ETFs
In Plus episode 548, we review the updated expected returns and probable ranges for a variety of asset classes over the next decade. We revisit the Plus member tools that utilize those assumptions. We consider the impact of President Trump's charge that Fannie Mae and Freddie Mac purchase up to $200 billion in mortgage-backed securities in order to try to lower mortgage rates. Finally, we compare the Fidelity Enhanced International ETF (FENI) and the Vanguard FTSE Developed Markets Index … [Read more...]
January 2026 Investment Strategy Review
We review financial market returns for 2025 and look ahead to opportunities and risks in 2026. We also review model portfolio returns for 2025. 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 » January 2026 Investment Strategy Review Show Notes January 2026 Investment Strategy Report January 2026 Review of David's … [Read more...]
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