Money for The Rest of Us

Investment help and financial guidance for the rest of us.

  • Podcast
  • Guides
        • Asset Classes

        • A Complete Guide to Investing in I Bonds and TIPS (2025)
        • A Complete Guide to Equity REIT Investing
        • A Complete Guide to Mortgage REIT Investing
        • A Complete Guide to Investing in Gold
        • A Complete Guide To Investing In Convertible Bonds
        • Investing in Bitcoin, Oil, and Volatility ETFs
        • Carbon Investing and its Effect on Climate Change
        • Farmland Investing
        • The Opportunity and Risk of Frontier Markets
        • Investment Vehicles

        • A Complete Guide to Investment Vehicles
        • How to Invest in Closed-End Funds
        • What Are SPACs and Should You Invest in Them?
        • Money and Economics

        • A Complete Guide to Understanding and Protecting Against Inflation
        • Understanding Web3 Investing
        • Strategy

        • Why You Should Rebalance Your Portfolio
        • What Is Risk vs Uncertainty?
        • Tail Events and Tail Risk
  • Resources
        • General Resources

        • Topic Index
        • Glossary
        • Most Influential Books
        • Member Tools

        • Member - Getting Started Guide
        • Asset Allocation and Portfolio Tools
        • Current Investment Strategy Report
        • All Investment Conditions Reports
        • Strategic and Adaptive Model Portfolios
        • Member Tools and Downloads
        • Member Resources

        • Plus Premium Episodes
        • Submit A Question to the Plus Podcast
        • Member Forums
        • David’s Current Portfolio
        • David's Portfolio Trades
        • Courses

        • Investing in Closed-End Funds
  • Members
  • Join
  • Log In
You are here: Home / Archives for inflation

484 Plus: ETF Family Size and a Review of QE’s Impact on Inflation and Asset Prices

June 29, 2024 by David Stein · Updated July 10, 2024

In Plus episode 484, we answer a member's question on whether it is better to invest in larger ETFs and with larger ETF families. We also review quantitative easing and quantitative tightening. We look at how the per capita increase in the money supply due to QE led to a big jump in inflation and asset prices, including for houses and stocks. We also look at the per capita increase in the national debt. … [Read more...]

Filed Under: Money Plus Tagged With: ETF analysis, ETF sponsors, inflation, money creation, money supply, quantitative easing, quantitative tightening

475: Inflation’s Illusion: Debunking the Normalcy of Currency Debasement

April 17, 2024 by Camden Stein · Updated October 21, 2024

It is not normal to want prices to rise and currencies to lose their purchasing power. We look at the advantages of stable currencies and prices. Topics covered include: What's more normal, an inflationary or deflationary mindset? Why it is more normal for prices to fall due to productivity increases How central banks seek to overcome productivity-induced deflation by increasing the money supply How inflation and ongoing currency debasement encourage debt, the … [Read more...]

Filed Under: Podcast Tagged With: currencies, currency debasement, deflation, inflation, quantitative easing

472: Is the Economy as Bad as People Think?

March 27, 2024 by David Stein · Updated April 2, 2024

Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress. Topics covered include: How consumer sentiment surveys are designed and their current findings. Reasons behind consumer frustration with increasing prices amidst declining inflation rates. The magnitude of the inflation shock and its underlying causes. The concept of reference prices and their significant role in shaping consumer … [Read more...]

Filed Under: Podcast Tagged With: economic narratives, economic shocks, economy, inflation

456 Plus: 4% Rule, TFLO, Personal Inflation Rates, Emerging Latin America, and GIM

November 18, 2023 by David Stein · Updated November 28, 2023

In Plus episode 456, we explore how to apply retirement spending rules when real estate properties will be sold during retirement. We consider the risks of investing in the iShares Floating Rate Treasury ETF (TFLO). We answer a question about the hoopla surrounding Treasury Inflation Protection Securities. Why has David not purchased a dedicated Latin America Emerging Markets Stock ETF. Update on the Templeton Global Income Fund (GIM). … [Read more...]

Filed Under: Money Plus Tagged With: GIM, inflation, Latin America, spending rates in retirement, TFLO, TIPS, Treasury Inflation Protected Securities

429 Plus: Stocks and Inflation, Emerging Markets Bonds

April 22, 2023 by David Stein · Updated May 1, 2023

In Plus episode 429, we consider how stocks perform during periods of high inflation by looking at the example of Argentina and a recent academic study on the topic. … [Read more...]

Filed Under: Uncategorized Tagged With: Argentina, emerging markets bonds, inflation, inflation hedge, profits

429: Which Inflation Protection Strategies Worked and Which Didn’t? 

April 19, 2023 by David Stein · Updated November 7, 2024

With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: What were investors' and the Federal Reserve's inflation expectations two years ago What led to the big inflation increase Why was the Federal Reserve forced to raise its policy rate by almost 5% in a year How successful were inflation-index bonds, stocks, commodities, and real estate in beating inflation … [Read more...]

Filed Under: Podcast Tagged With: commodity futures, dividend investing, dividend stocks, INFL, inflation, inflation hedges, IVOL, Series I savings bonds, TIPS, Treasury Inflation Protected Securities

403: The Pandemic Might Be “Over,” but Not Its Repercussions

September 21, 2022 by David Stein · Updated October 6, 2022

How risk perceptions and actions have changed over several years of the pandemic. How the pandemic's impacts continue to affect politics, the economy, financial markets, how we invest, and our personal lives. Topics covered include: Is the pandemic really over? Based on what criteriaWhat percentage of people continue to isolate at homeHow behaviors such as eating out and visiting friends have changed throughout the pandemic.How work has changed with the pandemicHas pandemic stimulus … [Read more...]

Filed Under: Podcast Tagged With: COVID-19, inflation, national debt, pandemics, productivity, work

400: What If High Inflation Doesn’t End?

August 31, 2022 by David Stein · Updated September 21, 2022

How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario. Topics covered include: What are three inflation lessons shared by Federal Reserve Chair Jerome PowellWhat is inflation anchoringWhat caused the current period of high inflationHow China and Russia contributed to low inflation and why those trends have reversedHow behavior changes and productivity improvements can contribute to … [Read more...]

Filed Under: Podcast Tagged With: commodities, commodity futures, inflation, inflation hedge, productivity

399 Plus: Student Loan Forgiveness and Inflation, Building a Bond Ladder, a New High Yield Savings Account Offering

August 27, 2022 by David Stein · Updated September 7, 2022

In Plus episode 399, we introduce the new Money For the Rest of Us glossary. We consider whether the Biden Administration's move to cancel upwards of $600 billion in student loans will be inflationary. We discuss how to go about building a bond ladder. Finally, we analyze Save's new Market Savings Account. … [Read more...]

Filed Under: Uncategorized Tagged With: bond ladder, bullet ETFs, inflation, Save, student loans

382: Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and Other Real Things

April 13, 2022 by David Stein · Updated March 21, 2023

Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better. Topics covered include: Previous investment recommendations by Money For the Rest of Us to combat inflation Why commodity futures hedge against unexpected inflation but have underperformed inflation over the long-term A recommended ETF for investing in commodity … [Read more...]

Filed Under: Podcast Tagged With: agriculture, commodities, commodity futures, DBC, famine, inflation

  • 1
  • 2
  • 3
  • 4
  • Next Page »

Contact | Team | Topic Index


Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

Copyright © 2025 • Disclosures, Privacy Policy, and Cookie Policy • Site by Tempora

Manage Cookie Consent

We use cookies to optimize our website, marketing, and services. 

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Cookie Consent
We use cookies to optimize our website, marketing, and services. We never sell users' data.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}