In this livestream recorded July 15, 2026, David gives his quarterly check-in on AI, including what it does well, where it still falls short, and what its massive capital spending means for jobs, stocks, and the economy. He then answers listener questions on the dollar, crypto, central bank digital currencies, and managing the model portfolios. Topics covered include: 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 … [Read more...]
554 Plus: New AAA CLO Options, Mortgage REIT Preferreds, and New Ether and Solana Staking ETFs
In Plus episode 544, we analyze the Reckoner suite of AAA ETFs that includes a version that eliminates ordinary income tax. We also revisit mortgage REIT preferreds and find a more attractive AGNC REIT preferred than the one David owns. Finally, we review new options for earning yield by holding Ether and Solana 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 … [Read more...]
545 Plus: Japan Fiscal Situation, Comparing Solana and Ethereum, and How Staking Works
In Plus episode 545, we discuss the implications of Japan's 10-year government bond reaching its highest yield since 2008. We also compare the crypto token Solana with Ether and explore how to earn yield by staking them. 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 » 545 Plus Show Notes The Creditor’s Revolt: How … [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...]
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...]
488: Should You Invest in an Ethereum ETF?
What is the investment case for Ethereum, and what are the risks? A straightforward review of what ether and Ethereum are, how they work, and what it will take for the Ethereum blockchain to be successful. Topics covered include: Show Notes Spot Ethereum ETFs begin trading today: Here's what you need to know by Jason Shubnell—The Block The spot Ethereum ETFs' first week by the numbers by James Hunt—The Block The Idols NFT—theidols.io Read Write Own by Chris … [Read more...]
393 Plus: Interest Rates, Convertible Bonds, and a Speculative Case for Bitcoin and Ethereum
In Plus Episode 393, we consider current U.S. interest rates and whether a member should lock in a mortgage now. We look at why now is a better environment for convertible bonds than a year ago. Finally, we review the speculative case for owning Bitcoin and Ethereum. 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 » 393 … [Read more...]
374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform
In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Parity ETF (UPAR). Finally, we take a look at the Moonfare Private Equity platform that allows individual investors to invest in institutional leveraged buyout and venture capital funds. 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...]
339: How To Make Money with BlockFi, Dai, and the Evolving DeFi Ecosystem
What is decentralized finance and how it is seeking to solve the shortcomings of centralized finance. How BlockFi and MakerDAO, early entrants in the DeFi space, work. How to earn up to a 9% yield with cryptocurrency lending. Topics covered include: How centralized finance differs from decentralized finance (DeFi)What are the shortcomings of centralized finance and why decentralized finance is more inclusiveWhat are the key elements of DeFiHow Ethereum smart contracts workHow MakerDao … [Read more...]
335: Are Non-Fungible Tokens (NFTs) Good Investments?
How do non-fungible tokens work, what are the risks, and how do NFTs fit within the landscape of investments. Topics covered include: Investing in physical art versus cryptoartHow NFTs work on the ethereum blockchainHow Ethereum differs from BitcoinWhat is the purpose of investing and are NFTs investmentsHow much energy do cryptocurrencies and the financial system consumeWhat are the risks of NFTs Show Notes Want to Buy an NFT? Here’s What to Know by Amber Burton—The Wall … [Read more...]
