Money For the Rest of Us

By J. David Stein

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

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FAQs about Money For the Rest of Us:

How many episodes does Money For the Rest of Us have?

The podcast currently has 552 episodes available.

Money For the Rest of Us episodes:

August 13, 2025 Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite
A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center build-out by Big Tech, which is betting big on a single superintelligence future.
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Show Notes
Inside the relentless race for AI capacity—The Financial Times
Inside the AI race: can data centres ever truly be green?—The Financial Times
The Kanye/Data Center Crossover by Paul Kedrosky—Paul Kedrosky
Related Episodes
531: Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?
520: Where Are We Heading?
501: Strategy and Systems Want Your Money
496: Are You Taking Enough Aspirational Risk?
492: The Power of Optionality: Small Bets, Big Payoffs
482: Unlocking the Power of Positive Skewness: Strategies for Investing, Business, and Creativity

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26min
August 06, 2025 Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas
Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.
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Show Notes
FEG Insight Bridge episode page
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40min
July 30, 2025 How To Better Navigate Money, Risk, Time, and Uncertainty with Carl Richards
David converses with renowned illustrator and financial philosopher Carl Richards on the abstraction of money, attention capital, distinguishing risk from uncertainty, and the importance of taking microactions.
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Show Notes
Carl Richard's website, Behavior Gap
Your Money: Reimagining Wealth in 97 Simple Sketches by Carl Richards
Related Episodes
496: Are You Taking Enough Aspirational Risk?
394: How to Get Better at Risk Taking
135: Embrace the Messiness
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39min
July 23, 2025 Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?
A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examines the factors driving the demand for alternative assets in defined-contribution plans, the potential risks to everyday investors, and why fiduciary rules and financial literacy gaps still matter.
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Show Notes
Trump Executive Order to Help Open Up 401(k)s to Private Markets by Miriam Gottfried, Dylan Tokar, and Matt Wirz—The Wall Street Journal
Donald Trump set to open US retirement market to crypto investments by Antoine Gara, Jamie John, and Stephanie Stacey—The Financial Times
U.S. Labor Department Allows Private Equity in 401(k) Plans by Chris Cumming—The Wall Street Journal
U.S. Department of Labor Supplement Statement on Private Equity in Defined Contribution Plan Designated Investment Alternatives—U.S. Department of Labor
State Street New TDF Includes Private Assets by PSCA Net Staff—PSCA
The Power of Private Markets by Robert Crothers et al.—BlackRock
UNITED STATES COURT OF APPEALS FOR THE NINTH CIRCUIT OPINION No. 22-16268
The Relentless Ask: Private Markets Are Eating the World by Michael Batnick—The Irrelevant Investor
Don’t Buy Into This Easy Fix for Stock-Market Craziness by Jason Zweig—The Wall Street Journal
The Private Equity Boom Is Leaving Midsize Players Behind by Preeti Singh and Laura Benitez—Bloomberg
401(k) Retirement Plans: Many Participants Do Not Understand Fee Information, but DOL Could Take Additional Steps to Help Them—U.S. Government Accountability Office
DEFINED CONTRIBUTION PLANS AND THE CHALLENGE OF FINANCIAL ILLITERACY by Jill E. Fisch, Annamaria Lusardi, and Andrea Hasler—Cornell
On Endowments and Unintended Consequences by Paul Kedrosky—Paul Kedrosky
Related Episodes
509: How to Invest in Private Credit / Direct Lending?
497: How to Fix the Retirement Savings Crisis
490: Should You Invest in Private Equity?
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21min
July 16, 2025 Will AI Wipe Out Half of White Collar Jobs or Is There an AI Bubble?
We explore the compelling questions surrounding artificial intelligence. Will AI create more new jobs than it destroys? Is AI already destroying jobs? Are we seeing overinvestment in companies and infrastructure in the AI space? Is there evidence that AI has increased productivity?
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Show Notes
Behind the Curtain: A white-collar bloodbath by Jim VandeHei and Mike Allen—Axios
Yuval Noah Harari Statement - Post by Nunki08—Reddit
Challenger Report June 2025—Challenger, Gray & Christmas
Entry level jobs fall by nearly a third since ChatGPT launch by Karl Matchett—The Independent
Strategic Insights for M&A in the Evolving AI Market—S&P Global
Nvidia Becomes First Public Company Worth $4 Trillion by Tripp Mickle—The New York Times
Silicon Valley is racing to build the first $1trn unicorn—The Economist
How to use generative AI to augment your workforce by Betsy Vereckey—MIT Management
Humans must remain at the heart of the AI story by Marc Benioff—The Financial Times
The AI Industry Is Radicalizing by Matteo Wong—The Atlantic
TASKS, AUTOMATION, AND THE RISE IN U.S. WAGE INEQUALITY by DARON ACEMOGLU AND PASCUAL RESTREPO—Econometrica
MyPillow CEO’s lawyers fined for AI-generated court filing in Denver defamation case by Olivia Prentzel—The Colorado Sun
Which Workers Will A.I. Hurt Most: The Young or the Experienced? by Noam Scheiber—The New York Times
Generative AI at Work by Erik Brynjolfsson, Danielle Li, Lindsey Raymond—Oxford Academic
The Illusion of Thinking: Understanding the Strengths and Limitations of Reasoning Models via the Lens of Problem Complexity by Parshin Shojaee et al.—Apple
Related Episodes
507: Where You Live Matters – How Geography Contributes to Wealth
457: AI’s Fork in the Road: Societal Bliss or Existential Threat
439: How and Why to Invest in AI
417: Will Generative AI Replace Your Job?

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24min
July 09, 2025Mining and the Global Race for Critical Minerals with Kinterra Capital
How the investing landscape is being reshaped by the global race for critical minerals.
Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:
How mining and mineral processing work
What are critical minerals, what is driving the demand for them, and will it continue
How the rise of passive management has led to underinvestment in mining
How to reconcile care for the environment and the need to mine critical minerals
What are the attributes that contribute to successful private capital investments
Why querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.

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Money for the Rest of Us Plus
Show Notes
FEG Insight Bridge episode page with transcript
Kinterra Capital
Related Episodes
526: The Future of Power: Energy at a Crossroads with Scott Harland
384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?

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46min
June 25, 2025Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.
Topics covered include:
How large are the top 5 robo-advisors
Robo-advisor fees
Robo-advisor holdings
Why robo-advisors are turning toward direct indexing for tax loss harvesting
How much excess return does tax loss harvesting generate
Who can benefit from using robo-advisors

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Money for the Rest of Us Plus
Show Notes
The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN
An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN
Related Episodes
398: When Should You Hire An Investment Advisor? Two Case Studies
92: What Robo-Advisors Recommend

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24min
June 18, 2025 Climbing the Wealth Ladder with Nick Maggiulli
How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder.
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Show Notes
Of Dollars and Data - Nick Maggiulli
The Wealth Ladder by Nick Maggiulli
Ritzholz Wealth Management
Related Episodes
461: How Much Should Your Net Worth Grow Each Year?
252: How to Become Wealthy
119: Investing Won't Make You Rich

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38min
June 11, 2025 Stablecoins and CBDCs: Their Rise, Risks and Possibilities
Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies.
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Money for the Rest of Us Plus
Show Notes
Top Stablecoin Tokens by Market Capitalization—CoinMarketCap
Runs and Flights to Safety: Are Stablecoins the New Money Market Funds? by Kenechukwu Anadu et al—New York Fed
Amendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933—SEC
Why Crypto Stablecoins Still Worry the Fed by Olga Kharif and Yueqi Yang—Bloomberg
Central Bank Digital Currency Tracker—Atlantic Council
STRENGTHENING AMERICAN LEADERSHIP IN DIGITAL FINANCIAL TECHNOLOGY—The White House
Stablecoins and monetary sovereignty: the ball is in Europe’s court by Ignazio Angeloni—The Financial Times
Related Episodes
488: Should You Invest in an Ethereum ETF?
424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank
387: Why Most Money Fails
373: Are Stablecoins Safe? Should You Own Them?
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28min
June 04, 2025The Future of Power: Energy at a Crossroads with Scott Harland
From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy.
Topics covered include:
The necessity of a balanced energy mix, including traditional and renewable energy sources
How the private sector is playing a larger role in building out energy infrastructure
Rising energy demand from data centers and AI, and how that demand can be met

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Show Notes
Hungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight Bridge
Related Episodes
502: Should You Invest in Nuclear Energy?
469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?
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41min

FAQs about Money For the Rest of Us:

How many episodes does Money For the Rest of Us have?

The podcast currently has 552 episodes available.

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