Money For the Rest of Us

The podcast discusses the underperformance of China's stock market compared to its strong economy. It explores the factors contributing to this, including economic and governance issues, and highlights the potential for future investment opportunities in emerging markets. The podcast also touches on the impact of health care on China's economy, the current state of the stock market, and the challenges and opportunities in investing in India's technology sector.

The podcast discusses the factors contributing to the devastating Maui wildfire, global wildfire trends, and the role of insurance companies. It explores the complex interplay of climate change, urban expansion, and human choices. The podcast also addresses the lack of confidence in weather impact predictions due to natural variability and provides guidance for individuals dealing with long-term potential threats.

We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead.Topics covered include:How index providers divide the stock universe into large and small, growth and valueThe difference between the price-to-earnings ratio and earnings yield and which is betterHow earnings volatility can impact annual earnings growth and what to use to estimate future earningsHow value stocks often grow earnings faster than growth stocksHow value has outperformed growth in the last three yearsSponsorsUse code MONEY10 to get 10% off on your NAPA Autoparts online order.NetSuite – the leading integrated cloud business software suiteInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesAsset CampMoney for the Rest of Us PlusRelated Episodes102: What It Takes To Be A Value Investor261: Is Value Investing Dead?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Given climate change and other risks, how should you invest for the next forty years?Topics covered include:What predictions from the last forty years came true and which didn'tWhy the next forty years will have a lot of similarities to the last forty years despite the promise of AIWhy the scale and complexity of the world make big transitions away from oil, cement, and natural gas unlikelyWhy economic growth and consumption will likely continue leading to positive investment returnsHow should our portfolios and lifestyle be structured to build resilienceSponsorsMadison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo CodeFactor - Use code david50 to get 50% off your meal orderInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesThe Third Wave by Alvin Toffler—Penguin Random HouseParcel shipping index 2022—Pitney BowesAmerica Is Drowning in Packages by Amanda Mull—The AtlanticHow to Spend Way Less Time on Email Every Day by Matt Plummer—Harvard Business ReviewWorld Population Prospects—United Nations Department of Economic and Social AffairsGlobal Climate Change Vital Signs—NASACongestion Pricing Plan in New York City Clears Final Federal Hurdle by Ana Ley—The New York TimesNew Jersey Sues Over Congestion Pricing in New York City by Ana Ley—The New York TimesHow the World Really Works by Vaclav Smil—Penguin Random HouseDoes Sam Altman Know What He's Creating? by Ross Andersen—The AtlanticThe Economic Cost of Houston’s Heat: ‘I Don’t Want to Be Here Anymore’ by Rachel Wolfe and Amara Omeokwe—The Wall Street JournalSEC Proposes Rules to Enhance and Standardize Climate-Related Disclosures for Investors—U.S. Securities and Exchange CommissionSEC’s Climate-Disclosure Rule Isn’t Here, but It May as Well Be, Many Businesses Say by Richard Vanderford—The Wall Street JournalMarket Myopia's Climate Bubble by Madison Condon—Boston University School of LawWhat Really Happens to the Clothes You Donate by Oliver Franklin-Wallis—GQOpenAI's Sam Altman launches Worldcoin crypto project by Anna Tong—ReutersWorldcoin’s premise is a disturbing one by Tabby Kinder—The Financial TimesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Explore the proposed plan to privatize Social Security in the US and its potential drawbacks. Discover the importance of real resources in driving economic growth. Compare the benefits of personal savings accounts to the current Social Security system. Discuss the shift from defined benefit to defined contribution plans for US workers. Delve into the privatization of social security pension plans and their participation rates. Examine the value of federal government pension plans and the need for a combination of public and private savings for a secure retirement.

How to mitigate the risk of investing on crowdfunding platforms where there is little transparency on the underlying financial health of the platform company.Topics covered include:What is the platform economyHow blitzscaling and an over-reliance on venture capital funding led to Peer Street's bankruptcyWhat happens next for investors on Peer Street's platformsHow individuals and businesses can mitigate the risk of investing or conducting business on platformsSponsorsMadison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo CodeUse code MONEY10 to get 10% off on your NAPA Autoparts online order.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesAmazon: Independent Sellers In The U.S. Sold More Than 4.1 Billion Products in 2022 by SGB Media—SGB MediaPeerStreetLinkedIn Post by Brett Crosby—LinkedInCrowdfunding platform PeerStreet files for bankruptcy by Flávia Furlan Nunes—HousingwireAI Was Q2’s Big Hope To Reverse The Global Venture Funding Slowdown. It Wasn’t Enough by Gené Teare—CrunchbaseVC finds its footing as headwinds weaken by James Thorn—PitchBookPitchBook-NVCA Venture Monitor—PitchBookCases FAQ—StrettoReal estate debt marketplace PeerStreet files for bankruptcy by Matt Carter—inmanBlockFi Bet Big on FTX and Alameda Even After Seeing Infamous Balance Sheet, Creditors Say by Jack Schickler—CoinDeskRelated Episodes253: Are IPOs the New Ponzi Scheme?301: Use Caution with Alternative Investments393: What Happens If Your Brokerage Firm Goes BankruptSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI models like ChatGPT could lead to massive productivity gains, accelerated economic growth, and higher stock returns. Here's how to invest in AI.Topics covered include:How workers are already using AI models like ChatGPT to boost productivityWhy ChatGPT is better at search than Google for certain queriesHow AI models will change the economic narrativeWhat are ways to invest in AI, including specific ETFsFor more information on this episode click here.SponsorsNetSuite – the leading integrated cloud business software suiteMasterworks – invest in contemporary artMasterworks Disclosure:“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd Show NotesSarah Silverman Sues OpenAI and Meta Over Copyright Infringement by Zachary Small—The New York TimesChatGPT saw its first-ever user decline in June by Igor Bonifacic—EngadgetA New Chat Bot Is a ‘Code Red’ for Google’s Search Business by Nico Grant and Cade Metz—The New York TimesHow to get a handle on AI’s many implications for economies and markets by Neil Shearing—Capital EconomicsLessons From the Catastrophic Failure of the Metaverse by Kate Wagner—The NationTo Drive AI, Chip Makers Stack ‘Chiplets’ Like Lego Blocks by Yang Jie—The Wall Street JournalInvestments MentionediShares Semiconductor ETF (SOXX)Roundhill Generative AI & Technology ETF (CHAT)Robo Global® Artificial Intelligence ETF (THNQ)iShares Robotics & Artificial Intelligence Multisector ETF (IRBO)iShares Exponential Technologies ETF (XT)Vanguard Total World Stock ETF (VT)Related Episodes184: Massive Job Losses Are Inevitable, But There Will Still Be Work198: Capitalism Is Creation256: Will Artificial Intelligence Change Investing?417: Will Generative AI Replace Your Job?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Camden and Bret sit down with Ramit Sethi, host of Netflix’s hit show, “How to Get Rich”, author of the New York Times bestseller, “I Will Teach You To Be Rich” and host of the popular “I Will Teach You To Be Rich” podcast. He is known for his unconventional insights on money psychology and his no-nonsense approach to designing and living a rich life. Ramit’s financial philosophy is centered around several key principles, including the importance of automating your finances, using money psychology to prioritize your “money dials,” and focusing on $30,000 questions instead of $3 ones.Topics covered include:What it means to live outside the spreadsheet and have a rich lifeThe importance of learning how to spend, not just save and investApproaching investing when you don’t come from an investment background and what to do if you are feeling behindFor more information on this episode click here.Episode SponsorsNordVPN – Click here for a special offerUse code MONEY10 to get 10% off on your NAPA Autoparts online order.Masterworks – invest in contemporary artMasterworks Disclosure:“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd Show NotesI Will Teach You to Be RichRelated Episodes278: You Have Permission to Spend437: How to Live Like You Are Already RetiredSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How to create and sustain a life of freedom and happiness you don't want to retire from.Topics covered include:What are the physical and mental aspects of living like you are already retiredWhat is the good life, and what are the basic goods that contribute to itHow we handle time is the key to the good life and living like we are already retiredFor more information on this episode click here.SponsorsMoney Pickle – Schedule a free 45-minute video chat with a vetted financial advisor and ask them anything about your financial situation. Go here to schedule your free session.Use code MONEY10 to get 10% off on your NAPA Autoparts online order.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesPolitics by AristotleHow Much is Enough? Money and the Good Life by Robert Skidelsky and Edward Skidelsky—Penguin Random HouseCormac McCarthy Had a Remarkable Literary Career. It Could Never Happen Now. by Dan Sinykin—The New York TimesSoloing: Realizing Your Life's Ambition by Harriet Rubin—HarperCollinsSaving Time: Discovering a Life Beyond the Clock by Jenny Odell—Penguin Random HouseAn Early Resurrection: Life in Christ Before You Die by Adam S. Miller—Deseret BookFour Thousand Weeks: Time Management for Mortals by Oliver Burkeman—Macmillan PublishersTime SurfingRelated Episodes19: Live Like You’re Already Retired117: The Retirement Journey371: Find Your Retirement Investing and Living StyleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets.Topics covered:What has been the performance of these five asset types since they were discussed on the podcast two to three years agoWhat are the underlying performance drivers and expected returns going forwardWhich asset types are most and least attractiveFor more information on this episode click here.SponsorsMasterworks – invest in contemporary artMasterworks Disclosure:“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd Use code MONEY10 to get 10% off on your NAPA Autoparts online order.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesInitial Public Offerings: Updated Statistics by Jay R. Ritter—Warrington College of Business, University of FloridaTwo SPAC ETFs Close in One Month, Suggesting End to Wall Street Boom by Emily Graffeo—BloombergInvestments MentionedVanguard Total World Stock Market ETF (VT)SPAC and New Issue ETF (SPCX)iShares Convertible Bond ETF (ICVT)iShares Silver Trust (SLV)ProShares Ultra Silver (AGQ)iShares Fronter and Select EM ETF (FM)Kraneshares Global Carbon ETF (KRBN)Related Content318: What Are SPACs and Should You Invest in Them?330: Is Silver the Next GameStop? How to Invest in SilverA Complete Guide To Investing In Convertible BondsThe Opportunity and Risk of Frontier MarketsWhat You Need to Know About Carbon Investing and its Effect on Climate ChangeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.