In Plus episode 564, we share audio from our recent Plus member livestream, where we discussed the impact of higher interest rates and oil prices. We look at the massive growth in Chinese exports despite U.S. tariffs and why it is concerning. We discuss how long it takes to determine if an active manager is skilled based on their excess return and tracking error. We answer whether it makes sense to dollar-cost average into bonds. We also discuss what types of stocks and other investments … [Read more...]
562 Plus: August 2026 Livestream – Inflation, Rules of Thumb, AI Crash, Where to Invest, and More
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...]
553 Plus: March 2026 Livestream
This week, we hosted our quarterly livestream for Plus members. David discussed the evolution of personal technology, how the current AI moment differs from the Internet bubble of 2000, and the challenges of forecasting the impact of the Iran War. David also answered a number of member questions on trend following, emerging markets, Latin America, and the current market environment. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can … [Read more...]
The Decade So Far: September 2025 Live Market Update
In this livestream, recorded on September 25, 2025, we review how the forces of money, trust, technology, and climate change have evolved and interacted to impact the economy and asset class returns over the past six years. We also answered member questions on a variety of topics, including the money supply, mortgage-backed securities, private equity, and the public stock market, among others. Become a Member If you would like to listen to this episode of Money For the Rest of Us … [Read more...]
