In Plus episode 439, we continue discussing AI large-language models and how to think about them. David shares two AI-influenced trades in his portfolio. We review a recent editorial by Howard Marks on market timing and the market's temperature. We discuss how to help family members and friends with investment-related challenges. Finally, we discuss how ETF and mutual fund distributions impact the price, using TFLO as an example. Become a Member If you would like to listen to this … [Read more...]
439: How and Why to Invest in AI
AI models like ChatGPT could lead to massive productivity gains, accelerated economic growth, and higher stock returns. Here's how to invest in AI. Topics covered include: Show Notes Sarah Silverman Sues OpenAI and Meta Over Copyright Infringement by Zachary Small—The New York Times ChatGPT saw its first-ever user decline in June by Igor Bonifacic—Engadget A New Chat Bot Is a ‘Code Red’ for Google’s Search Business by Nico Grant and Cade Metz—The New York Times How to … [Read more...]
424 Plus: CLO ETF Trade, Bonds vs Stocks, Preferred Stock Dividends, and AI ETFs
In Plus episode 424, we review a recent portfolio trade David made. We look at the valuations of stocks versus bonds. We consider why more preferred stocks are non cumulative versus cumulative. Finally, we review an ETF that invests in AI. 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 » 424 Plus Show … [Read more...]
420 Plus: Member Case Study Follow-Up and AI Investing
In Plus episode 420, we follow up with two members featured in previous Plus episodes about what they chose to do. We analyze investing using AI including the AI Equity Powered ETF (AIEQ). 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 » 420 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. … [Read more...]
417: Will Generative AI Replace Your Job?
How sophisticated AI apps from OpenAI and other companies create articles, art, and other works that have never existed. How generative AI will impact business owners, employees, students, and financial markets. Topics covered include: Show Notes We Are Here To Create: A Conversation with Kai-Fu Lee—Edge CNET Is Quietly Publishing Entire Articles Generated by AI by Frank Landymore—Futurism CNET Money—CNET Should You Break a CD Early for a Better Rate by AI engine and … [Read more...]
265: Invest Like A Tesla
How the composition of Tesla's autopilot software gives clues to how we should invest, recognizing there are no perfect algorithms for driving or investing. In this episode you’ll learn: Why Americans are afraid of self-driving cars.How autonomous automobile software works.Why people reject even the best possible algorithms.What are examples of safety features and rules of thumb we should build into our investing process.Why does everyone think a recession is coming soon even though … [Read more...]
256: Will Artificial Intelligence Change Investing?
How does artificial intelligence and machine learning work and what are some examples of how individual investors can use AI in their investing. In this episode you’ll learn: What is artificial intelligence, machine learning and deep learning.How is AI being used by different industries.How are AI models built with supervised and unsupervised learning.What are the components of a quantitative trading model and why it is insufficient to have an AI based stock ranking service.What are … [Read more...]
198: Capitalism Is Creation
Why save for retirement if capitalism is going to collapse and/or universal basic income will be available. How Millennials can lead the next work transition. In this episode you’ll learn: Show Notes Some millennials aren’t saving for retirement because they don’t think capitalism will exist by then - Salon We Are Here To Create - A Conversation with Kai-Fu Lee - Edge Venezuela’s Maduro, Clinging to Power, Uses Hunger as an Election Weapon - Wall Street Journal Alabama … [Read more...]
184: Massive Job Losses Are Inevitable, But There Will Still Be Work
Why technology eliminates jobs but doesn't increase the level of unemployment even though for more than 50 years that has been the worry. In this episode you’ll learn: Show Notes Report by the National Commission on Technology, Automation and Economic Progress Labor Force Statistics from the Current Population Survey Labor Force, Employment and Earnings - 1977 What the future of work will mean for jobs, skills and wages - McKinsey Global Institute Productivity and … [Read more...]
