Money For the Rest of Us

• Why Japanese Stocks Could Outperform with Howard Smith - FEG Insight Bridge

  This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion.FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.Topics covered in the episode include:The false narrative that Japan is a difficult place to invest with subpar returnsWhy Japan's national debt problem is not as worrisome as the U.S. national debtWhy the Japanese yen is tremendously undervaluedHow Japan's corporate governance has improvedOpportunities in Japanese technology industriesInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFEG Episode pageIndus CapitalBerkshire Hathaway 2024 Annual LetterRelated Episodes468: Lessons from Japan’s 34 Years of Stock Market Underperformance235: What If Home Prices Always Declined178: Japan and the Impact of A Shrinking PopulationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  --------  

  48:15
• Crypto: Innovation or Insanity? Meme Coins, Hacks, and Strategic Bitcoin Reserves

  We consider the incongruency of a U.S. Strategic Bitcoin Reserve, the latest crypto exchange hack, and how most participants lost money on the Trump meme coin. Given all that, we review some areas where cryptocurrency is helping individuals and businesses.Topics CoveredWhat is the U.S. Strategic Petroleum ReserveWhy it makes little sense for the U.S. and individual states to create and participate in a Strategic Bitcoin ReserveWhat led to the latest and largest cryptocurrency exchange hack in historyHow financial and other data breaches impacted over 1 billion people last year, costing over $15 billionHow quantum computers could disrupt the security of cryptocurrency and traditional financial systemsWhy most speculators lose money on meme coinsWhat are some current ways cryptocurrency is helping individuals and businesses achieve greater financial stability and lower costsEpisode SponsorsDelete Me – Use code David20 to get 20% offStawberry.meInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesAll Information (Except Text) for S.4912 - BITCOIN Act of 2024—Congress.govHouse Bill No. 4087—Michigan Legislature2025 South Dakota Legislature House Bill 1202—South Dakota LegislatureState of Arizona Senate SB 1025—Arizona State LegislatureQuantum computers and the Bitcoin blockchain by Itan Barmes, Bram Bosch and Olaf Haalstra—DeloitteBybit Hack, Crypto’s Biggest Ever, Spoils Coinbase’s SEC Victory Party by Olga Kharif, Muyao Shen, and Emily Nicolle—BloombergCost of a Data Breach Report 2024—IBMITRC Annual Data Breach Report—Identity Theft Resource CenterPost by @realDonaldTrump—Truth SocialTrump MemeEarly Investors in Donald Trump’s Memecoin May Have Been Tipped Off, Experts Claim by Joel Khalili—WiredExclusive: Trump's meme coin made nearly $100 million in trading fees, as small traders lost money by Tom Wilson and Michelle Conlin—ReutersMemecoin scandal rocks Argentina’s Javier Milei by Ciara Nugen—The Financial TimesTether Brings Its $140B USDT Stablecoin to Bitcoin and Lightning Networks by Krisztian Sandor—CoinDeskRelated Episodes488: Should You Invest in an Ethereum ETF?462: Now Should You Buy a Bitcoin ETF?410: Is Cryptocurrency Dead?373: Are Stablecoins Safe? Should You Own Them?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  --------  

  23:18
• Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

  How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.Topics covered include:How immediate annuities and deferred income annuities workWhat are mortality credits, and why they are a key diversifierExamples of how mortality credits lead to a 1% to 1.5% higher annualized return over several decadesHow to decide whether an annuity is right for youEpisode SponsorsNetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesPost: No, really. Deferred income annuities (DIAs) are superior to SPIAs in every way by Boglehead User "GoWithTheCashFlow"—BogleheadsActuarial Life Table—SSATIPSLadderSafety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement by Wade D. Pfau—Retirement ResearcherRelated Episodes464: More Ways to Lock in Higher Yields in Case Interest Rates Fall455: Easier Investing, Richer Life: TIPS Ladders to Annuities407: Worry-Free Retirement Investing279: Why All Retirees Should Consider an Income AnnuitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  --------  

  25:44
• What Are Sovereign Wealth Funds and Does the U.S. Need One?

  The U.S. and the UK each announced they were establishing sovereign wealth funds. We explore the purposes and types of sovereign wealth funds, how they invest, and some concerns with the U.S. establishing one.Topics covered include:What are the four types of sovereign wealth funds, and why the U.S. doesn't fit the typical use caseHow sovereign wealth funds navigate between politics and generating high returnsWhy a U.S. sovereign wealth fund, depending on its size, could crowd out other investment capital, leading to lower investment returnsHow the U.S. federal government already invests in its economy without a sovereign wealth fundEpisode SponsorsDelete Me – Use code David20 to get 20% offLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFact Sheet: President Donald J. Trump Orders Plan for a United States Sovereign Wealth Fund—The White HouseA Plan For Establishing A United States Sovereign Wealth Fund—The White HouseInternational Forum of Sovereign Wealth FundsSovereign Wealth Funds: Past, Present and Future by Salman Bahooab, Ilan Alonb, and Andrea Paltrinieria—ScienceDirectGuardians releases 2024 Annual Report—NZ Super FundUK Wealth Fund Brings Government And Private Investment Together by Efraim Chalamish—Global Finance2024 Invesco Global Sovereign Asset Management Study—InvescoTop 100 Largest Sovereign Wealth Fund Rankings by Total Assets—Sovereign Wealth Fund InstituteThe Importance and Perspectives of Sovereign Wealth Funds in the Globalised Economy by Jan Černohorský and Kateřina Tesnerová—SHS ConferencesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  --------  

  19:32
• Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge

  This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.Topics discussed in the episode include:How experienced professionals can have a significant influence on one's career, such as the impact Jeremy Grantham and David Swenson had on Ben's careerThe impact of the rise of passive investingInvestment opportunities in quality and deep-value stocksThe distinct risks of the high concentration in large-cap tech stocksShow NotesFEG episode pageInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusRelated Episodes491: The Five Layers of Investing419: How to Make Portfolio and Asset Allocation Changes401: Why Diversifying Your Portfolio Feels AwfulSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  --------  

  50:41

Mais podcasts de Negócios

Podcasts em tendência em Negócios

Sobre Money For the Rest of Us