We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself. Topics covered include: Show Notes AI debt slide deck used for episode RBC Weighs $2 Billion Risk Transfer to Hedge Data Center-Linked Loans by Esteban Duarte and Paula Sambo—Bloomberg Hyperscalers Tap External Financing as AI Capex Outruns Cash Flow—FactSet Insight What History Tells Us About The AI Investment Boom by Larry Swedroe—Financial … [Read more...]
540: Beyond Munis — New ETFs for Tax-Efficient Bond Investing
How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis. We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable income distributions. Investments mentioned: Show Notes US municipal bond defaults and recoveries, 1970-2022 by Moody's Investor Service—Fidelity Five Reasons Municipals Have Rarely Defaulted by Matthew Norton—Bernstein 470 Plus: Annuities Correction, Europe versus U.S. … [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...]
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...]
523: Why Bond Investing Is Easier Than Ever
Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved. Show Notes The total return strategy in bonds is far from dead by James Bianco—The Financial Times What I Learned in My First Year Managing Fixed-Income by Jim Bianco—Bianco Research Advisors ETFs are eating the bond market by Robin Wigglesworth and Will Schmitt—The Financial … [Read more...]
516 Plus: Ultra Short Term Bond ETFs, Intl Bond ETFs, and an Intl Equity Enhanced Closed End Fund
This week on Plus episode 516, we analyze two new Vanguard Ultra Short Term Bond ETFs. We also look at two ETF options for investing in shorter-term non-U.S. bonds. Finally, we consider a closed-end fund that invests in non-U.S. dividend-paying stocks while writing covered call options. Please note the ticker symbol for the BlackRock Enhanced International Dividend Trust is BGY, not BGI, as was said several times in the episode. Become a Member If you would like to listen to this … [Read more...]
495: The Federal Reserve Cut Rates. What Should We Do Now?
What does the Federal Reserve's policy rate cut mean for our portfolios? Will interest rates keep falling? What changes should we make? Topics covered include: Show Notes Asset Camp FedWatch—CME Group Summary of Economic Projections—US Federal Reserve Investors may be getting the Federal Reserve wrong, again—The Economist Term Premium on a 10 Year Zero Coupon Bond—Federal Reserve Bank of St. Louis Yield to Maturity Is Always Received as Promised by Richard J. … [Read more...]
463: How to Lock in Higher Yields in Case Interest Rates Fall
With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs Topics covered include: Show Notes Term Premium on a 10 Year Zero Coupon Bond—FRED Economic Data Episode Sponsors Sponsors Betterment - the automated investing and savings app Money for the Rest of Us listener survey Related Episodes 455: Easier Investing, Richer Life: TIPS Ladders to Annuities 453: The Price … [Read more...]
448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium
Why you might want to lock in higher yields now, given real interest rates are the highest they have been in 15 years. Topics covered include: Show Notes Jackson Hole Economic Policy Symposium: Structural Shifts in the Global Economy—Federal Reserve Bank of Kansas City Policymaking in an age of shifts and breaks by Christine Lagarde—European Central Bank Inflation: Progress and the Path Ahead by Jerome H. Powell—The Federal Reserve Bank Structural Shifts in the Global … [Read more...]
447 Plus: The Tax Impact of Active Stock Funds, Municipal Bonds, and Balancing Cash and Longer-term Bonds
In Plus episode 447, we discuss how to calculate the performance impact of capital gains tax distributions for an active stock mutual fund. We answer a member's question on what to do with a portfolio of individual municipal bonds selected by their previous investment advisor. Finally, we explore the decision between holding high-yielding cash or locking in higher coupon rates on longer-term bonds. Become a Member If you would like to listen to this episode of Money For the Rest of … [Read more...]
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