In Plus episode 542, David shares why he often uses ChatGPT for his AI examples. He discusses his recent trade to sell some gold. He explains the rationale for the small-cap stock ETFs used in the model portfolios, why equity REITs were moved to the Income portfolio, and how similar the new bond ETFs are to the mutual funds they replaced. Finally, we discuss managing FOMO and funding short-term liabilities. Become a Member If you would like to listen to this episode of Money For the Rest … [Read more...]
541 Plus: Asset Class Returns for the Past Decade, Emerging Markets Local Bonds, and a Model Portfolio Question
In Plus episode 541, we review the Money for the Rest of Us Plus asset class return assumptions from a decade ago to see how our predictions turned out. We look at how to invest in emerging markets local currency bonds and the reasons for doing so. Finally, we answer a member's question on 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 More … [Read more...]
540 Plus: Model Portfolio Changes
In Plus episode 540, we discuss model portfolio changes, including the addition of new models, switching to all ETFs, and broadening the small-cap equity exposure. We also discuss the ongoing work to update the website's menu structure, making it easier for Plus members to navigate. 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 … [Read more...]
October 2025 Investment Strategy Review
We review what happened, where we are now, and where we are heading for the economy and financial markets as of early October 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 » October 2025 Investment Strategy Review Audio Show Notes October 2025 Investment Strategy Report … [Read more...]
The Decade So Far: September 2025 Live Market Update
In this livestream, recorded on September 25, 2025, we review how the forces of money, trust, technology, and climate change have evolved and interacted to impact the economy and asset class returns over the past six years. We also answered member questions on a variety of topics, including the money supply, mortgage-backed securities, private equity, and the public stock market, among others. Become a Member If you would like to listen to this episode of Money For the Rest of Us … [Read more...]
539 Plus: Member Survey Follow Up, David’s Research Process, CLO Update, and Why Morningstar Downgraded DEM
This week on Plus episode 539, we share some feedback on the Plus member survey, and David reviews his process for creating investment-related content. We also review an insight piece by DoubleLine on collateralized loan obligations. Finally, we discuss why Morningstar downgraded its view on the WisdomTree Emerging Market High Dividend Fund (DEM), one of the adaptive model portfolio holdings. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, … [Read more...]
538 Plus: More on the Fed, Inflation and the Money Supply, and Analyzing Cryptocurrency Treasury Companies
In Plus episode 538, we explore various inflation measures, what causes inflation, and the relationship between the money supply and inflation, as we consider whether the Federal Reserve Open Market Committee will cut the Fed's policy rate next week. We also analyze the investment case, or lack thereof, of Bitcoin and Ethereum Treasury companies, publicly traded firms that hoard cryptocurrency. Become a Member If you would like to listen to this episode of Money For the Rest of Us … [Read more...]
September 2025 Investment Strategy Review
We review what happened, where we stand now, and where we are headed in terms of financial markets and the economy as of early September 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 » September 2025 Investment Strategy Review … [Read more...]
537 Plus: Adaptive Model Fixed Income Portfolio, A New Factor Rotation International Equity ETF, and Holding Meta Stock
In Plus episode 537, we compare the performance and structure of the Adaptive Model Fixed Income portfolios to that of the broader bond market, such as the Vanguard Total Bond Market ETF (BND). We answer a member's question on the DoubleLine Flexible Income Fund. We review the new iShares International Equity Factor Rotation Active ETF (IDYN). Finally, we address a member's question regarding a large position in Meta that he received from his former employer. Become a Member If you … [Read more...]
536 Plus: How Would You Like Plus Membership to Evolve and David’s Portfolio Trades
In Plus episode 536, we introduce a Plus member survey where we would love your insights as we refresh the Plus membership offering. David also shares recent trades in his portfolio to increase equity and sell the DoubleLine Income Solutions Fund. 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 » 536 Plus Show … [Read more...]
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