This is the edited and condensed audio version of our recent Plus Member and Asset Camp livestream. 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 becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Show Notes Livestream video Livestream slides 1/N - Victor DeMiguel, Lorenzo Garlappi, Raman Uppal Investments SPDR DoubleLine Total … [Read more...]
560: Is Inflation Manipulated? What To Do About It
How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it. Topics covered include: Show Notes Preview of the 2026 Annual Update of the National Economic Accounts—BEA The Inflation Outlook by Governor Stephen I. Miran—U.S. Federal Reserve Toward A More Accurate Measure Of The Cost Of Living by The Advisory Commission To Study The Consumer Price Index —SSA A Complete Guide to Understanding and Protecting … [Read more...]
539: Resilient Wealth in an Era of Infinite Money
What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do today to protect ourselves in an age of infinite money. Topics covered include: Show Notes Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve M2 (M2SL)—FRED Good Versus Bad Deflation: Lesson from the Gold Standard Era by Michael D. Bordo, John … [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...]
537: Why Central Banking Is So Hard and Why Fed Independence Matters
Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federal Reserve independence could impact markets, interest rates, and your financial future. Topics covered include: Show Notes 2025 Statement on Longer-Run Goals and Monetary Policy Strategy—The Federal Reserve Board Trump says U.S. interest rate is at least 3 points too … [Read more...]
484 Plus: ETF Family Size and a Review of QE’s Impact on Inflation and Asset Prices
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. Become a Member If you would like to listen to this episode of Money For the … [Read more...]
475: Inflation’s Illusion: Debunking the Normalcy of Currency Debasement
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: Show Notes Is Japan finally becoming a "normal" economy?—The Financial Times Broken Money by Lyn Alden A Complete Guide to Understanding and Protecting Against Inflation—Money for the Rest of Us Episode Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs NetSuite … [Read more...]
472: Is the Economy as Bad as People Think?
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: Show Notes Surveys of Consumers—University of Michigan Consumer sentiment climbs amid split views on business outlook—University of Michigan The Purchasing Power of American Households—U.S. Department of the Treasury Unemployment Rate—St. Louis Fed We Still Don’t Believe How Much Things Cost by Rachel Wolfe … [Read more...]
456 Plus: 4% Rule, TFLO, Personal Inflation Rates, Emerging Latin America, and GIM
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). Become a Member If you would like to … [Read more...]
429 Plus: Stocks and Inflation, Emerging Markets Bonds
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. 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 » 429 Plus Show Notes Stocks as a Hedge against Inflation: Does Corporate Profitability Keep Up with Inflation? - … [Read more...]
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