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...]
535 Plus: Current Bond Market Pricing, Revisiting a Plus Member Profile, and the Elm Market Navigator ETF
In Plus episode 535, we review what has to happen for U.S. longer-term interest rates to decline from current levels. We revisit a Plus member's financial situation nine years after answering their initial questions. Finally, we analyze the new Elm Market Navigator ETF (ELM). 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 » 535 … [Read more...]
534 Plus: August 2025 Investment Strategy Report and David’s Portfolio Trade to Reduce Bitcoin Exposure
We review investment conditions as of early August, including the latest on tariffs, the impact of AI infrastructure investment, and the risks of politicizing economic data. David also discusses why he reduced his Bitcoin exposure. 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 » 534 Plus Show Notes August 2025 Investment … [Read more...]
533 Plus: Donating Ether Using a Donor-advised Fund, U.S. Dollar Risk Factors, and Bitcoin Covered Call ETFs
In Plus episode 533, David discusses how he donated 40% of his Ethereum to charity. We look at the factors that will determine the long-term strength or weakness of the U.S. dollar. Finally, we analyze two Bitcoin covered call ETFs. 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 » 533 Plus Show Notes Portfolio Trade: Reduced … [Read more...]
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