We kick off 2023 by answering your questions on making portfolio changes, risk tolerance, the strong dollar, inflation and retirement, influential books, and other topics.

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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com

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Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. 

Topics covered include:How have small caps performed relative to large caps over the past two decadesWhat factors contributed to the underperformanceHow quality is an important factor to consider when investing in small capsWhat are the earnings prospects for small-cap stocksWhy small-cap stocks could deliver double-digit returns over the next decade


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Show Notes

US small-caps suffer worst run against larger stocks in over 20 years by George Steer—The Financial Times

Small stocks, big problems by Robin Wigglesworth—The Financial Times

The Death of Small Cap Equities? by Chris Satterthwaite—Verdad 

The Quality of New Entrants by Chris Satterthwaite—Verdad

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466: Does Dividend Investing Still Work?

370: Should You Invest in Small-Cap and Mid-Cap Stocks?

253: Are IPOs the New Ponzi Scheme?

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Is Small Cap Dead? Why You Shouldn't Abandon Small Cap Stocks

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 increasesHow central banks seek to overcome productivity-induced deflation by increasing the money supplyHow inflation and ongoing currency debasement encourage debt, the financialization of housing, and keep unprofitable companies in businessHow gold, Bitcoin, stocks, real estate, and other assets help us overcome currency debasement


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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

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431: The Long-term Bullish Case for Gold

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

389: Is Airbnb Intensifying the Housing Crisis?

253: Are IPOs the New Ponzi Scheme?

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Inflation's Illusion: Debunking the Normalcy of Currency Debasesment

Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.

Topics covered include:How emerging markets bonds have performed relative to U.S. bondsHow frequently have emerging markets bonds defaultedWhat is the difference between local currency and U.S. dollar-denominated emerging markets bondsWhy emerging markets nations are reformingWhat are the ways to invest in emerging markets bonds and what factors should you consider


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Show Notes

Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO

EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings

The big opportunity in emerging market debt by Victoria Courmes—The Financial Times

Default Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—Bloomberg

The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times

How to invest in closed-end funds - Money for the Rest of Us

Investments Mentioned

iShares JP Morgan USD Emerging Markets Bond ETF (EMB)

iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)

DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)

DoubleLine Emerging Markets Fixed Income Fund (DLENX)

Virtus Stone Harbor Emerging Markets Income ETF (EDF)

DoubleLine Income Solutions Fund (DSL)

Morgan Stanley Emerging Markets Debt Fund (MSD)

Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)

Related Episodes

411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta

How to Invest in Closed-End Funds

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Are Emerging Markets Bonds a Once in a Generation Opportunity?

In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.

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Show Notes

Josh Jalinksi - Financial Quarterback

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Investing Fundamentals and What Is Attractive Now

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 sentiment.Factors contributing to the high levels of economic uncertainty among households.Key elements required for enhancing consumer confidence in their economic future.The political repercussions stemming from widespread economic dissatisfaction.


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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 and Rachel Louise Ensign—The Wall Street Journal

It’s Been 30 Years Since Food Ate Up This Much of Your Income by Jesse Newman and Heather Haddon—The Wall Street Journal

Consumers are increasingly pushing back against price increases — and winning by Christopher Rugaber—Yahoo! Finance

Kraft Heinz ups ad spend, changes leadership by Christopher Lombardo—Strategy

Many Americans Believe the Economy Is Rigged by Katherine J. Cramer and Johnathon D. Cohen—The New York Times

Covid-19 Coronavirus Pandemic—Worldometer

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380: How Stories Drive Our Happiness and Financial Success

294: How Stories Go Viral and Drive Economic Events

286: Coronavirus and the Financial Impact of Pandemics

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