In Plus episode 386, we explore what the phrase "outperform the market" means. We review several financial condition indices produced by Federal Reserve branches to understand what they mean and what they are currently showing. Finally, we review David's recent trade to reduce gold and provide an update on his other recent trades, including why DSU fell more than a Fidelity Floating rate mutual fund. Become a Member If you would like to listen to this episode of Money For the Rest … [Read more...]
324 Plus: Currencies, Bond Convexity, and Support Levels
In Plus episode 324, we discuss a new investor's question on how the currency can impact an investment's return. We explore bond duration and convexity and why the duration for bonds increases as interest rates fall. Finally, we consider support and resistance levels for stocks and whether they have any merit. 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 … [Read more...]
316: Paper, Rocks, or Digits—What Makes the Best Money
What are the elements of a successful monetary system. Topics covered include: Show Notes The island of stone money : Uap of the Carolines by William Henry Furness The Gold Standard, Deflation, and Financial Crisis in the Great Depression: An International Comparison by Ben Bernanke and Harold James The history (and future) of inflation ... by Jim Reid, Craig Nicol, Nick Burns, and Sahil Mahtani—Deutsche Bank Money: The True Story of a Made-Up Thing by Jacob … [Read more...]
308: Coins and Cash: Shortages, Hoarding, and Threats
What is the cause of the current U.S. coin shortage and when have there been other shortages. Why is there a push to get rid of both the penny and the hundred dollar bill. Topics covered include: How many coins does the U.S. Mint produce each year and why hasn't it been enough to avert a coin shortage in 2020.How the U.S. coin shortage in the early 1960s differs from today.How much profit does the U.S. Mint make producing coins even though it loses money minting both pennies and … [Read more...]
268 Plus: More on the Indexing Bubble, ETF Flash Crashes and Tax Efficiency
In Plus episode 268 for the week of September 14, 2019 we continue our discussion on a potential indexing bubble and how indexes can push up the price of certain securities. We also look at why it is so difficult to determine what percentage of the stock market is indexed. We review what can cause a flash crash in ETF shares, including for gold ETFs. Finally, we look at the mechanism that allows ETFs to be more tax efficient than index mutual funds. … [Read more...]
267 Plus: Sept 2019 Portfolio Review, Indexing Bubble and Gold Miners
In Plus episode 267 for the week of September 6, 2019 we review David's portfolio and discuss whether indexing is in a bubble. We also evaluate investing in gold miner stocks versus investing in gold. … [Read more...]
263: Should You Invest In Gold?
With gold at a six-year high, is now the time to invest? What determines the price of gold and what are ways one can invest in this precious metal? We also explore whether gold is an effective inflation hedge and store of value. In this episode you’ll learn: Show Notes Gold Rush 2.0 by Stacey Vanek Smith and Darius Rafieyan—NPR The Golden Dilemma by Claude B. Erb and Campbell R. Harvey Berkshire Hathaway 2011 Shareholder Letter Paradigm Shifts by Ray Dalio World's … [Read more...]
260: July Mid Month Update, Asset Allocation Example, Evaluating Municipal Bonds and How To Buy Gold and Cryptocurrencies
In Plus episode 260 for the week of July 19, 2019, we look at stock and bond market performance month-to-date as well as recent economic releases. Using a member as an example, we walk through the tools on Money For the Rest of Us Plus for deciding on a new asset allocation target. We evaluate a Vanguard municipal bond fund and compare it to the overall bond market. Finally, we discuss how to buy and store gold and cryptocurrencies. … [Read more...]
232: Is It Time To Invest In Commodities?
Why investing in commodities such as oil, gold and cocoa beans is challenging. What you need to know before you invest. In this episode you’ll learn: Why have oil prices have fallen and what will impact their long-term price trend.How commodity futures work.How cocoa beans were used as currency by the Maya. To learn more about what you need to know to invest in commodity ETFs, check out this guide. Show Notes Doubleline's Gundlach says commodities are best buy for 2018 - … [Read more...]
199: What Kind of Money Is It?
How a bank panic led to the creation of the Federal Reserve, and why having diversified sources of money can protect us in case we have a bank panic today and can't get access to our bank deposits. In this episode you’ll learn: How a bank panic and economic crisis in 1907 led to the creation of the U.S. Federal Reserve in 1913.How U.S. currency evolved after the establishment of the Federal Reserve.How currency, bank deposits, gold and Bitcoin differ in terms of their … [Read more...]
