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...]
532 Plus: NVIDIA, CLO Equity Sell Off, and Equity REIT Return of Capital
In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. Become a Member If you would like to listen to this episode … [Read more...]
531 Plus: AI ETFs, Mortgage REITS, Autocallable Notes ETF, and Trust Preferred Securities
In Plus episode 531, we review the leading ETFs that invest in the AI space. We consider what environments mortgage REITS perform the best, and is now a good time to invest. We analyze the new Calamos Autocallable Income ETF. Finally, we explore what trust preferred securities are. 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...]
530 Plus: July 2025 Investment Conditions and a Portfolio Trade
In Plus episode 530, we review current investment conditions, including the impact of the One Big Beautiful Bill and the global trade war. David also shares some recent changes in his portfolio to add a baby bond. 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 » 530 Plus Show Notes July 2025 Investment Conditions … [Read more...]
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